🇨🇭 Global One SI - Prompt
$HPE A few days ago I said: "AI isn't only about chips." Everyone talks about: $NVDA $MU $DELL But AI also needs: → networking → enterprise infrastructure → cloud architecture → data center modernization Today, HPE just delivered: - EPS: $0.79 vs $0.53…
The AI trade is evolving.
Phase 1:
$NVDA
Phase 2:
The companies helping enterprises actually deploy AI.
$HPE
$DELL
$SMCI
$MU
$IBM
Servers.
Networking.
Storage.
Memory.
Enterprise AI.
The AI buildout is becoming an ecosystem worth trillions.
And Wall Street is only beginning to understand how many winners there may be.
Phase 1:
$NVDA
Phase 2:
The companies helping enterprises actually deploy AI.
$HPE
$DELL
$SMCI
$MU
$IBM
Servers.
Networking.
Storage.
Memory.
Enterprise AI.
The AI buildout is becoming an ecosystem worth trillions.
And Wall Street is only beginning to understand how many winners there may be.
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🇨🇭 Global One SI - Prompt
The AI trade is evolving. Phase 1: $NVDA Phase 2: The companies helping enterprises actually deploy AI. $HPE $DELL $SMCI $MU $IBM Servers. Networking. Storage. Memory. Enterprise AI. The AI buildout is becoming an ecosystem worth trillions. And Wall…
$HPE may be becoming one of the most important AI infrastructure stories on Wall Street.
Everyone focuses on the chips.
But chips alone don’t build AI.
AI requires:
→ servers
→ networking
→ storage
→ data center infrastructure
→ enterprise deployment
And HPE is seeing demand explode.
The company just reported:
✓ Record revenue
✓ Record AI systems backlog
✓ Massive networking growth
✓ Strong cloud & AI demand
What stands out most isn’t the quarter.
It’s the backlog.
Backlogs tell you what customers are planning to buy next.
And right now customers are spending aggressively to build AI infrastructure.
The market may finally be realizing that AI isn’t a one-company story.
It is an entire ecosystem.
And $HPE is positioned right in the middle of it.
Everyone focuses on the chips.
But chips alone don’t build AI.
AI requires:
→ servers
→ networking
→ storage
→ data center infrastructure
→ enterprise deployment
And HPE is seeing demand explode.
The company just reported:
✓ Record revenue
✓ Record AI systems backlog
✓ Massive networking growth
✓ Strong cloud & AI demand
What stands out most isn’t the quarter.
It’s the backlog.
Backlogs tell you what customers are planning to buy next.
And right now customers are spending aggressively to build AI infrastructure.
The market may finally be realizing that AI isn’t a one-company story.
It is an entire ecosystem.
And $HPE is positioned right in the middle of it.
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🇨🇭 Global One SI - Prompt
$FJET The breakout everyone ignored is starting to gain traction. A few days ago, the chart was quietly compressing beneath a major descending trendline. Today: - Trendline breakout confirmed - Volume expanding - Higher lows intact - Momentum accelerating…
$FJET Last few days, I talked about the technical setup.
Now, the story is becoming bigger.
The market is finally starting to pay attention to what Starfighters actually owns.
Most traders see:
A tiny micro-cap.
What they may be missing:
→ Space infrastructure exposure
→ Aerospace assets
→ Growing attention around commercial space
→ A valuation debate that is beginning to attract investors
The chart is already breaking out.
Volume is expanding.
And now the fundamental narrative is starting to catch up.
Sometimes the best moves happen when technicals and story align at the same time.
Now, the story is becoming bigger.
The market is finally starting to pay attention to what Starfighters actually owns.
Most traders see:
A tiny micro-cap.
What they may be missing:
→ Space infrastructure exposure
→ Aerospace assets
→ Growing attention around commercial space
→ A valuation debate that is beginning to attract investors
The chart is already breaking out.
Volume is expanding.
And now the fundamental narrative is starting to catch up.
Sometimes the best moves happen when technicals and story align at the same time.
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The CEO of NVIDIA, looked at Matt Murphy and said "The next trillion dollar company, ladies and gentlemen." (Save this).
NVIDIA already invested $2 billion in $MRVL Marvell in March 2026 as part of the NVLink Fusion partnership pulling Marvell's custom AI chip roadmap directly into the NVIDIA ecosystem and creating seamless integration between Marvell's hyperscaler ASICs and NVIDIA's GPUs, storage and networking infrastructure.
$NVDA NVIDIA does not invest $2 billion in a company and then call it the next trillion dollar company on a global stage unless it has deep knowledge of what is coming from inside that company's pipeline.
Understanding why Marvell is a trillion dollar company in the making requires understanding what Marvell actually is in 2026 which is very different from what most investors think.
Marvell is not primarily a networking chip company anymore but rather a full-stack hyperscaler AI infrastructure platform spanning custom AI accelerators, optical DSPs, photonic scale-up interconnects, Ethernet switching silicon, and storage controllers.
And every single one of those business lines is a direct pick-and-shovel play on the exact infrastructure that every hyperscaler on Earth is racing to build.
The custom ASIC business, Marvell's highest-growth and most strategically important segment is now anchored by three confirmed hyperscaler programs, Amazon Trainium (AWS's custom AI training and inference silicon), Microsoft Maia (Azure AI and OpenAI inference), and Google Axion (Google's custom CPU and adjacent AI programs).
Custom silicon revenue grew from essentially zero to $1.5 billion in FY2026, then accelerated sharply as volume production scaled.
Marvell now sees custom chip revenue topping $10 billion by fiscal 2029 meaning this single business line alone will represent roughly what the entire company earns today.
The optical DSP business is the second major leg.
Marvell is the dominant supplier of PAM4 and coherent optical DSPs, the chips that sit inside every 800G and 1.6T optical transceiver in every AI data center with over 3 billion ports shipped to date and a leadership position in 3.2T that is already in development.
The Celestial AI acquisition completed February 2026 for $3.25 billion added Photonic Fabric optical interconnect technology: a fundamentally new architecture for chip to chip and server to server optical connectivity that bypasses electrical interconnects entirely, operating at speeds and power efficiencies that copper cannot achieve at scale.
Marvell expects Celestial AI to begin contributing revenue in Q3 FY2028, and management called it the foundation of a brand-new semiconductor TAM meaning it is not competing for existing revenue pools, it is creating new ones.
The XConn acquisition also closed in February 2026 added PCIe 7.0 and CXL switching silicon, giving Marvell control over the memory expansion and pooling layer of next-generation AI server architecture.
Full-year FY2027 revenue is expected to approach $11.5 billion, 40% year-over-year growth with data center revenue growing 40% and optical interconnect growing 50%.
FY2028 targets approach $15 billion.
NVIDIA already invested $2 billion in $MRVL Marvell in March 2026 as part of the NVLink Fusion partnership pulling Marvell's custom AI chip roadmap directly into the NVIDIA ecosystem and creating seamless integration between Marvell's hyperscaler ASICs and NVIDIA's GPUs, storage and networking infrastructure.
$NVDA NVIDIA does not invest $2 billion in a company and then call it the next trillion dollar company on a global stage unless it has deep knowledge of what is coming from inside that company's pipeline.
Understanding why Marvell is a trillion dollar company in the making requires understanding what Marvell actually is in 2026 which is very different from what most investors think.
Marvell is not primarily a networking chip company anymore but rather a full-stack hyperscaler AI infrastructure platform spanning custom AI accelerators, optical DSPs, photonic scale-up interconnects, Ethernet switching silicon, and storage controllers.
And every single one of those business lines is a direct pick-and-shovel play on the exact infrastructure that every hyperscaler on Earth is racing to build.
The custom ASIC business, Marvell's highest-growth and most strategically important segment is now anchored by three confirmed hyperscaler programs, Amazon Trainium (AWS's custom AI training and inference silicon), Microsoft Maia (Azure AI and OpenAI inference), and Google Axion (Google's custom CPU and adjacent AI programs).
Custom silicon revenue grew from essentially zero to $1.5 billion in FY2026, then accelerated sharply as volume production scaled.
Marvell now sees custom chip revenue topping $10 billion by fiscal 2029 meaning this single business line alone will represent roughly what the entire company earns today.
The optical DSP business is the second major leg.
Marvell is the dominant supplier of PAM4 and coherent optical DSPs, the chips that sit inside every 800G and 1.6T optical transceiver in every AI data center with over 3 billion ports shipped to date and a leadership position in 3.2T that is already in development.
The Celestial AI acquisition completed February 2026 for $3.25 billion added Photonic Fabric optical interconnect technology: a fundamentally new architecture for chip to chip and server to server optical connectivity that bypasses electrical interconnects entirely, operating at speeds and power efficiencies that copper cannot achieve at scale.
Marvell expects Celestial AI to begin contributing revenue in Q3 FY2028, and management called it the foundation of a brand-new semiconductor TAM meaning it is not competing for existing revenue pools, it is creating new ones.
The XConn acquisition also closed in February 2026 added PCIe 7.0 and CXL switching silicon, giving Marvell control over the memory expansion and pooling layer of next-generation AI server architecture.
Full-year FY2027 revenue is expected to approach $11.5 billion, 40% year-over-year growth with data center revenue growing 40% and optical interconnect growing 50%.
FY2028 targets approach $15 billion.
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🇨🇭 Global One SI - Prompt
$MRVL/USD H2 #Indicator #Signal #Trading #GlobalOneAI
JENSEN AT COMPUTEX TAIPEI JUST NOW:
- Marvell will become the next trillion-dollar company
- Marvell and Nvidia are strengthening their partnership to expand critical networking & connectivity to power AI data centers
Jensen touch... % 😂
- Marvell will become the next trillion-dollar company
- Marvell and Nvidia are strengthening their partnership to expand critical networking & connectivity to power AI data centers
Jensen touch... % 😂
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$NVDA CEO Jensen Huang revealed the Five Layer AI Model
These 5 layers include:
1) Chips - $AMD $AVGO $NVDA
2) Memory - $MU $SNDK $DRAM
3) Photonics - $AAOI $AXTI $AEHR
4) Compute - $CIFR $IREN $NBIS
5) Energy - $BE $FLNC $TE
These 5 layers include:
1) Chips - $AMD $AVGO $NVDA
2) Memory - $MU $SNDK $DRAM
3) Photonics - $AAOI $AXTI $AEHR
4) Compute - $CIFR $IREN $NBIS
5) Energy - $BE $FLNC $TE
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POV: It’s 2030 and $NOW stock price is at $500
You bought the $NOW dip at $85 in 2026
You bought the $NOW dip at $85 in 2026