The investor highlights strong bullish momentum for Marvell ($MRVL), noting that the market is "buying every little dip" following positive sentiment from NVIDIA's CEO. While $NVDA is mentioned in the context of its potential to reach a $10T valuation, the primary focus is on the expectation that Marvell could eventually reach a $1T market cap. The author reports taking active trades on $MRVL to capitalize on this current upward price movement.