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Why Is MRVL Falling? F-Rated Valuation, Capital Rotation, and the Trillion-Dollar Market Cap Question

Why Is MRVL Falling? F-Rated Valuation, Capital Rotation, and the Trillion-Dollar Market Cap Question

Marvell (MRVL) plunged over 16% in a single day at the beginning of June, prompting a market reassessment as the stock shifted from being part of the "Jensen Huang concept" to receiving an F valuation rating. This article examines the reasons behind the decline from three key perspectives: capital rotation, competitive landscape, and customer structure.

Blog Team06/10/2026

Marvell’s Trillion-Dollar Trajectory: Unpacking AI ASICs, Custom Chips, and the NVLink Ecosystem

Marvell’s Trillion-Dollar Trajectory: Unpacking AI ASICs, Custom Chips, and the NVLink Ecosystem

Jensen Huang predicts Marvell will be the next trillion-dollar company.

Blog Team06/05/2026

NVLink Fusion Ecosystem: Why Did NVIDIA Bring in Marvell? A New AI Infrastructure Architecture Is Taking Shape

NVLink Fusion Ecosystem: Why Did NVIDIA Bring in Marvell? A New AI Infrastructure Architecture Is Taking Shape

Nvidia CEO Jensen Huang calls Marvell the "next trillion-dollar company."

Blog Team06/05/2026

Why Did Jensen Huang Say PCs Will Be Redefined? How the Launch of the N1X Chip and AI PCs Are Transforming the Trillion-Dollar Industry Chain

Why Did Jensen Huang Say PCs Will Be Redefined? How the Launch of the N1X Chip and AI PCs Are Transforming the Trillion-Dollar Industry Chain

Jensen Huang’s Computex 2026 keynote unveiled the N1X chip, setting a new standard for AI PCs with 200 TOPS of local processing power. The AI PC concept sparked a market frenzy, sending Dell shares up 11% while Intel fell 5%.

Blog Team06/04/2026

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Marvell Technology (MRVL) Surges 33% in a Single Day: Why Jensen Huang Calls It the "Next Trillion-Dollar Company"

Marvell Technology (MRVL) Surges 33% in a Single Day: Why Jensen Huang Calls It the "Next Trillion-Dollar Company"

This article provides an in-depth analysis of the dual-engine strategy behind AI interconnectivity and custom chips, examines the competitive landscape across the industry chain, and assesses valuation risks. It also explores new approaches to Gate stock spot trading.

Blog Team06/03/2026

AI Infrastructure Stocks Surge as Marvell Soars Over 30%, Opening New Opportunities Through Gate Stock Trading

AI Infrastructure Stocks Surge as Marvell Soars Over 30%, Opening New Opportunities Through Gate Stock Trading

The ongoing AI investment boom continues to drive strength in the technology sector. Marvell (MRVL) surged more than 30% in a single day after Jensen Huang expressed optimism about the company. AI infrastructure firms such as HPE and Nvidia also remain in the spotlight as market interest persists.

Blog Team06/03/2026

NVDA Stock: Major Partnerships at CES 2026 and Market Outlook, Gate Offers Convenient NVDAX Trading

NVDA Stock: Major Partnerships at CES 2026 and Market Outlook, Gate Offers Convenient NVDAX Trading

Under the spotlight at CES 2026, Jensen Huang unveiled the "AI Cloud Superfactory" initiative, joining forces with Lenovo to inject fresh momentum into NVIDIA’s stock narrative. At the same time, the market is closely examining both its short-term volatility and long-term value.

Blog Team01/07/2026

Nvidia CEO’s New Perspective: Bitcoin as Alchemy—Transforming Surplus Energy into Portable "Currency"

Nvidia CEO’s New Perspective: Bitcoin as Alchemy—Transforming Surplus Energy into Portable "Currency"

Nvidia CEO Jensen Huang sees things differently from most—he views mining rigs not as energy-consuming black holes, but as converters that transform unused energy into the currency of the future.

Blog Team12/08/2025