Is this the once-in-a-lifetime US bull market!? NVIDIA bull reveals the 'next mega trend'! What are the two key investment opportunities and the top stock pick to watch? - Moomoo

The U.S. stock market is entering a historic bull market, with the S&P 500 achieving an unprecedented streak of nine consecutive weekly gains. Amid this surge, NVIDIA CEO Jensen Huang has outlined the... Read original →

Jensen Huang’s articulation of AI infrastructure’s shift from compute to connectivity isn’t just architectural—it’s a value-chain realignment. NVIDIA’s $2B bet on Marvell targets the DSP-silicon photonics nexus: DSP ensures signal fidelity, while photonics bypasses copper’s bandwidth wall. This cascade forces TSMC to reprioritize 3nm/EUV capacity toward optoelectronics, elevating Coherent and Lumentum. Geopolitically, U.S. export controls now cover CPO and advanced packaging—Marvell’s reliance on Taiwan, China for back-end ops poses supply chain fragility. In response, Broadcom may fast-track a Ciena acquisition, while Arm leverages CXL to contest AI PCs. Over the next 18 months, vertically integrated optical hard assets will anchor capital flows, with Marvell positioned to replicate ASML’s 2019–2021 EUV alpha.