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Jensen Huang stood on stage at Computex 2026, pointed at Marvell CEO Matt Murphy, and said: "Marvell is the next trillion-dollar company." MRVL surged 32% — its biggest single-day gain ever. Nvidia had invested $2B into Marvell in March.
The thesis: as GPU compute scales, data center connectivity becomes the next bottleneck. Marvell is the "undisputed connectivity leader," supplying custom silicon and interconnects to hyperscalers. Current market cap is ~$192B — Huang is calling for a 5x from here.
OKX has MRVL stock trading available. Is Jensen's trillion-dollar call the signal, or the top?
Just sharing my thoughts. Not financial advice. DYOR.
#MarvellTrillionCall #OKXOrbit
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