MRVL - Marvell Technology

Cited as an example of semiconductor weakness — fell 18.5% from open to intraday low. Part of the broader semiconductor topping thesis.

Jensen Huang said Marvell will be the next trillion-dollar company. It was at $190B market cap when mentioned, implying 400%+ upside. The hosts like the company, noting it's underrated compared to peers on PE ratio and price-to-sales. It was also added to the S&P 500.

Announced to be added to the S&P 500 index, gapping up around $20 on the news. Index inclusion creates automatic buying demand from passive funds.

Marvell is up 3x since Charlie's December call. While he continues to love the company and expects it to outperform, the value arbitrage is no longer present. He'd rather see it at a dip before recommending new purchases.

Jensen Huang called it the next trillion-dollar company. Currently $170B market cap. Market is excited about this projection.

Nvidia CEO Jensen Huang specifically called Marvell 'the next trillion dollar company' on stage. Nvidia invested $2B in Marvell at $91.84 per share and it's now over $280, already worth over $6B.

Jensen Huang called it 'the next trillion dollar company.' Host says any company Nvidia has backed is a 'guaranteed winner' and that Nvidia is a kingmaker. Nvidia's own $2B stake in Marvell is now worth $6.2B+.

Sam notes Marvell has done very nicely, practically near an all-time high and made a new 52-week high on the day of the NVIDIA earnings, benefiting from the semiconductor/AI tailwind.

Host recommended buying in December 2025; stock has nearly doubled year-to-date. Nvidia invested $2B and named them a key supplier. Google and Amazon are paying Marvell to co-build custom AI chips. 98% year-over-year data center growth previously reported.

Marvell's stock analyzer shows a midpoint fair value of $60 against a current price of $163. The host says 'this actually might be the worst one out of all of them' in terms of valuation gap, suggesting it is the most overvalued of the five.