Jensen Huang just hinted that $MRVL could become the stock market's next trillion-dollar company. Most people know NVIDIA. Far fewer understand Marvell. $MRVL builds the custom AI chips, networking hardware, and data center infrastructure that make massive AI clusters possible. No connectivity = no AI. As hyperscalers race to build AI factories, Marvell sits right in the middle of the spending boom. The AI gold rush isn't just about the GPUs. Sometimes the biggest winners are selling the picks and shovels. Worth watching. Follow me so you don't miss it.

POV: You start following Leopold Aschenbrenner's moves. Follow him so you don't miss anything.

Jensen Huang just called nuclear energy "wonderful" for AI. The market rewarded companies that build AI. The next wave of wealth? Companies that power it. Stocks to watch: $CEG - nuclear operator, PPAs with Microsoft & Meta $GEV - grid infra for AI data centers $SMR - only NRC-certified small modular reactor $OKLO - Sam Altman-backed micro-reactors $CCJ - world's top uranium miner Every time Jensen talks, I break it down here. Follow so you don't miss it.