Seth Klarman (@robertl1989)
@robertl1989
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$NVDA CEO Jensen Huang called Marvell “the next trillion-dollar company.” This million-dollar portfolio includes both $NVDA and $MRVL.
1. $NVDA — NVIDIA
2. $MRVL — Marvell Technology
3. $ALAB — Astera Labs
4. $VRT— Vertiv Holdings
5. $CRWD — CrowdStrike Holdings
6. $CRWV — CoreWeave
7. $PLTR — Palantir Technologies
8. $TSLA — Tesla
9. $RKLB — Rocket Lab USA
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