# Nvidia's CEO just crowned Marvell the next trillion-dollar company — ride the re-rating wave

_AI-generated trading idea · LONG · AVGO, MRVL_

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-ceo-just-crowned-marvell-the-next-trillion-dollar-c--6f855454-35c8-4afe-b104-54e154cc588f

Nvidia CEO Jensen Huang publicly called Marvell Technology 'the next trillion-dollar company,' and the stock soared roughly 18%. This is the strongest possible endorsement in the chip industry, coming from the leader of the most valuable AI company on earth.

## Idea

When the CEO of Nvidia — the company that defines the AI chip industry — calls Marvell the next trillion-dollar company, investors pay attention. The stock jumped 18% on the news, but endorsements of this magnitude tend to attract sustained institutional buying over weeks, not just a single day pop. Marvell is also benefiting from the broader AI infrastructure spending wave, with Alphabet committing $80 billion. Broadcom, mentioned alongside Marvell in the same catalyst, offers a less volatile way to play the same theme if you want a more conservative position alongside Marvell.

## Key details

- Symbols: AVGO, MRVL
- Timeframes: D1
- Tags: \#ai\_chips, \#momentum, \#analyst\_endorsement

## Community

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## News sources

- [Marvell stock soars as Nvidia CEO calls chipmaker 'the next trillion-dollar company'](https://finance.yahoo.com/markets/article/marvell-stock-soars-as-nvidia-ceo-calls-chipmaker-the-next-trillion-dollar-company-130932917.html) — Yahoo Finance
- [Marvell Technology surges after Nvidia's Huang calls it 'next trillion-dollar company'](https://finance.yahoo.com/markets/stocks/articles/marvell-technology-surges-nvidias-huang-084424457.html) — Yahoo Finance
- [Broadcom Jumps 6% on Alphabet $80B AI Raise, Marvell Soars 18% on Jensen Huang's $1T Endorsement](https://finance.yahoo.com/markets/stocks/articles/broadcom-jumps-6-alphabet-80b-132541999.html) — Yahoo Finance

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