Broadcom is mentioned in the context of past investment decisions, where some suggested buying Broadcom over Marvell.
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The Next Trillion Dollar AI Stock??
Jose Najarro StocksJun 3, 2026
The creator discusses Marvell Technology (MRVL) as a potential trillion-dollar AI company, highlighting its recent stock surge and the broader AI infrastructure demand. They also mention Alphabet (GOOGL) for its AI infrastructure investment and touch upon the scarcity of compute power, reinforcing the bullish outlook for AI-related companies.
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Nvidia is mentioned as a strategic partner for Marvell in silicon photonics and NVLink Fusion collaborations.
AMD is mentioned as a semiconductor company close to reaching trillion-dollar status, with Marvell also having the potential to achieve this milestone.
Alphabet's proposed $80 billion equity capital raise for AI infrastructure expansion is seen as a massive positive for the AI industry.
Marvell Technology is presented as a potential trillion-dollar AI company with significant recent stock growth and strong future demand.
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Tracked calls opened from this post
MRVL
buy opened Jun 3, 2026
+0.00%