Everyone talks about NVIDIA when it comes to AI, but lately I've been paying more attention to Marvell ( $rMRVL).
My view is simple: AI isn't just about building more powerful chips. As models get bigger, the amount of data moving between GPUs becomes a massive challenge. Faster networking and connectivity may end up being just as important as computing power itself.
That's why Jensen Huang's comments about Marvell stood out to me.
After the recent rally, I don't think $rMRVL is a "cheap" stock anymore. However, I also think the market may still be underestimating how important AI networking will become over the next few years.
Everyone is chasing AI chips, but I believe AI networking could be the next trillion-dollar opportunity. If hyperscalers continue pouring billions into AI infrastructure, companies solving bandwidth and data-transfer bottlenecks could see enormous demand.
Personally, I see Marvell as one of the most interesting AI infrastructure plays outside of NVIDIA. While I wouldn't be surprised to see some short-term volatility after such a strong move, I think the long-term story is still in its early stages. If AI spending remains strong, I wouldn't rule out $rMRVL becoming one of the biggest winners of the next phase of the AI cycle.
I used Bitget Stocks 2.0 to trade $rMRVL and liked a few things:
✅ 1-minute charts for short-term opportunities
✅ 24/5 trading access
✅ Real stock depth with low slippage
✅ 1:1 asset backing with dividend coverage
✅ Cross-asset capital efficiency
One thing I like about Bitget Stocks 2.0 is being able to trade AI-related stocks like $rMRVL alongside my crypto portfolio without switching platforms.
The AI trade may be much bigger than just chips, and networking could be one of the next sectors investors start paying serious attention to.
Are you buying $rMRVL here, or waiting for a pullback?
#BitgetStocksUpgrade
AI stocks had an incredible May, but I don't think the story is over yet.
Over the past few weeks, I've been sharing bullish views on AI-related stocks because this trend is no longer driven by speculation alone. Demand for AI infrastructure, advanced chips, memory, and enterprise AI solutions continues to grow at an impressive pace.
Now all eyes are on Jensen Huang and Nvidia GTC Taipei.
I'm expecting updates on next-generation AI hardware, AI PCs, deeper ecosystem partnerships, and new developments that could accelerate AI adoption across industries.
The biggest question isn't whether AI is growing.
It's whether the market is still underestimating how large this AI cycle can become.
Many investors missed the first wave of AI stocks. If GTC Taipei delivers another strong vision for the future of AI, we could see renewed momentum across the entire AI sector, including NVDA, AMD, MU and other companies tied to the AI supply chain.
I've been bullish on AI for months, and GTC Taipei could be one of the most important events for the sector this year.
What are your expectations for Jensen Huang's keynote?
BREAKING: A tentative US-Iran deal has reportedly been reached today.
Personally, I think the market is celebrating a little too early.
Yes, reopening the Strait of Hormuz and easing sanctions would be bearish for oil. But the deal isn't finalized yet, and Trump's approval is still the biggest variable.
I've seen too many geopolitical headlines reverse at the last minute, so I'm not rushing to bet on lower oil prices just yet.
For me, the next 48 hours matter more than the headline itself. 👀
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