Jensen Huang Just Named the Next Trillion-Dollar Company

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353Jensen Huang named Marvell the next trillion-dollar company at Computex this week. Marvell's stock posted its biggest single-day gain in 25 years. And as of today, the $25,000 pattern day trader rule — in place since 2001 — is officially eliminated. This midweek episode breaks down everything that matters.Five segments:Marvell's Quarter-Century Run — Jensen Huang's comments at Computex sent MRVL up 32.5% in one session. Backed by a $2 billion Nvidia investment and a blowout Q1 earnings report, Marvell is positioning itself at the center of the silicon photonics transition in AI data centers. Brandon breaks down the thesis, the valuation, and how high this can realistically go.Macro Dashboard — Full read on SPY, QQQ, IWM, VIX, Bitcoin, crude oil, and the 10-year yield. The S&P is at all-time highs with RSI flashing overbought. Nonfarm Payrolls on Friday will set the tone for Fed expectations going forward.Optical Stocks — This is the AI infrastructure trade almost nobody is covering. Applied Optoelectronics is up 441% this year. Lumentum up 166%. Coherent up 97%. Huang's "use copper where you can, optics where you must" line at Computex sent all three ripping again. Brandon breaks down the sector, the key names, and the risks.PDT Rule Is Dead — The $25,000 pattern day trader minimum is gone as of today, replaced by a risk-based intraday margin framework. About 95% of day traders still lose money. Earnings and Economic Calendar — CrowdStrike just reported with record ARR growth and a 4-for-1 stock split announcement. Broadcom reports tonight. ADP on Wednesday. Nonfarm Payrolls on Friday. Full preview and watchlist.⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.