Marvell Technology just surged 32% to an all-time high because Jensen Huang said its name at COMPUTEX. But here is the thing: this is not just a "Jensen mentioned it" trade. MRVL makes the custom AI networking chips that hyperscalers use to connect their GPU clusters. Alphabet, Meta, Amazon are all customers. This is structural AI infrastructure demand. The AI trade just expanded beyond GPUs and memory. Networking is the next layer. 📈
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