[Winning Trade] Jensen Backs Marvell, Tiger Bags $100K
Marvell became one of the hottest names in the AI infrastructure trade. One Tiger made over $100K. $Marvell Technology(MRVL)$
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👏 Congrats to @caesar2288 for going bullish on Marvell and making a $100.9K gain.
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👏 Congrats to @Thorfoo for buying Marvell call options and making a $48K gain.
So why did Marvell rally?
First, the earnings were strong
Marvell reported fiscal Q1 revenue of $2.418 billion, up 28% year over year and slightly above analyst expectations. Its data center business brought in $1.83 billion, up 27% year over year and 11% quarter over quarter. Data centers now account for 76% of Marvell’s total revenue.
The company also raised its outlook. Management now expects fiscal 2027 revenue of about $11.5 billion, up around 40% year over year. For fiscal 2028, Marvell raised its revenue target to about $16.5 billion, up around 45%. CEO Matt Murphy said AI-related orders are “exceptionally strong.” He also said the data center business is “on fire.”
Second, Jensen Huang gave Marvell a major boost
At Computex in Taipei, Nvidia CEO Jensen Huang appeared on stage with Marvell CEO Matthew Murphy. Jensen said Marvell could become the “next trillion-dollar company.” That comment sent Marvell shares up more than 30% in one day, the stock’s biggest single-day gain ever.
Why does Jensen care about Marvell? Because AI data centers need more than GPUs. As AI workloads spread across thousands of connected chips, data needs to move faster across servers, racks, and clusters.That makes connectivity extremely important.
Third, Marvell is joining the S&P 500
Marvell’s market cap has climbed above $230 billion, and the company is set to join the S&P 500.
Since many passive funds and ETFs track the index. After joining the S&P 500, Marvell may attract more institutional attention and passive fund buying. It also gives the company a stronger position among large-cap U.S. stocks.
Are you bullish or bearish on $Marvell Technology(MRVL)$ ? Share your thoughts below, and share your winning trades!
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