(https://www.cnbc.com/2026/06/02/jensen-huang-nvidia-marvell-technology-trillion-dollar-ai.html) to the AI stack isn't bullish—it's the exact opposite. When CEOs start endorsing competitors as "trillion-dollar" candidates, you're watching a saturated narrative reaching escape velocity. The market doesn't reward you for saying smart things; it punishes you for saying them too late. MRVL jumped 25% on air cover from NVDA's CEO.

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