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#MarvellTrillionCall
Marvell Targets Trillion-Dollar Market Cap
Jensen Huang personally endorsed Marvell as the next trillion-dollar company. MRVL surged 32.52% immediately, then jumped another 9.29% after hours, pushing its market cap to $200 billion. Meanwhile, Dell has $51.3 billion in AI server backlogs, and Nvidia released new AI PC chips, with the entire AI hardware supply chain aggressively ramping up. However, on-chain data shows a whale address transferred 1.8 million USDT worth of $ETH to an exchange in the past 6 hours—not accumulating, but cashing out.
This is interesting. Marvell is tied to AI custom chip demands from Google, Amazon, and Microsoft. Optical interconnects and XPUs sound impressive, but the $0.03 AI token dropped 10.10%, with holders seeing zero unrealized gains. So, is the AI narrative undervalued, or has the secondary market already priced in expectations? After all, Marvell’s market cap jumped from $150 billion to $200 billion in just one day, but retail investors may have entered at a cost 30% higher.
I’m hesitating now—Marvell’s path to a trillion looks like a real proposition, but on-chain funds are withdrawing. What if AI capital expenditures slow down? The last time AI hardware news hit, related tokens corrected by 15%. Could it happen again?
How do you think this will play out? Which side are you betting on? — Comments with differing opinions are welcome.
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