A single sentence is worth $60 billion! U.S. retail investors heatedly debate: Jensen Huang or Trump, whom should we follow?

NVIDIA’s CEO created $60 billion in market value out of thin air with a single sentence. But as the market grows increasingly accustomed to trading stocks based on celebrity statements, the anger and confusion of retail investors is spreading across the Reddit forum.

WallstreetCN mentioned that at Computex on Tuesday, NVIDIA CEO Jensen Huang publicly stated that chip manufacturer Marvell was destined to become a trillion-dollar company.

This remark immediately set off a frenzy in the US stock market that day; Marvell’s share price soared more than 32% in a single session, marking the largest daily gain in three years. Its market value jumped from about $192 billion on Monday to over $254 billion, over $60 billion of wealth created from a single statement.

Ordinary investors may have no concept of Marvell Technology’s balance sheet, cash flow or P/E ratio, and may have never heard of the company.

But if someone knows in advance that Marvell CEO Matt Murphy will share the stage with Jensen Huang, whose NVIDIA is the world’s most valuable company and a core symbol of the current AI boom,

then just the expectation that “the two will say nice things about each other” is enough reason to buy. Marvell’s shares had already surged 158% in the prior months.

Analysts point out that in today’s “stocks almost never go down” exuberant market environment, price rises are often driven by offhand remarks, vague expectations, and speculative sentiment itself.

Reddit Retail Investors' Anger: Are the Rules Fair?

Marvell’s surge sparked a huge reaction on the Reddit forum r/wallstreetbets, where retail investors gather.

Comments like “This market is crazy” and “It’s not fair” flooded in. The core grievance: Jensen Huang’s words instantly created hundreds of billions in wealth, while ordinary investors lack information advantages and cannot position themselves in advance.

Some traders on the same forum previously bet that uninformed retail investors would confuse Virgin Galactic (ticker: SPCE) with SpaceX (future ticker: SPCX), buy it, and profit from the confusion.

This type of arbitrage based on information asymmetry is viewed by some market observers as a microcosm of today’s market environment.

And when the main character of “celebrity effect” becomes the US President, the crisis of trust grows exponentially.

Trump’s Actions Stir More Controversy: Talking Up His Own Holdings, Retail Investors Left Holding the Bag?

Similar “celebrity effects” are not limited to the tech sector. US President Trump has repeatedly publicly praised stocks he personally holds, sparking strong market reactions and deeper doubts about fairness.

At the end of last month, Trump publicly praised chipmaker Micron Technology, in which he himself is a shareholder. As a result, Micron’s stock price rose over 25% in just over a week.

Notably, Micron’s stock price had already doubled in the two months prior, which coincided with Trump buying a large position during Q1.

For ordinary investors hoping to wait for a better entry point, entering after Trump’s comments means paying a much higher price.

Earlier, Trump repeatedly endorsed Dell Technologies, while holding millions of dollars’ worth of Dell stock.

In February, he first said, “Go buy a Dell computer,” and the market reacted flatly; but his second public endorsement on May 8th caused Dell’s stock to jump 13% in a single day, hitting a historic high.

After that, Dell’s stock rose another 72%, partly due to the company winning a $9.7 billion Pentagon contract several weeks after Trump’s endorsement.

Wall Street Has Learned to “Follow the Trades”; Retail Investors’ Rules Are Changing

The heart of these events is the widening asymmetry between ordinary investors and those with an information advantage.

Institutions and professional investors have long developed the habit of closely tracking “leadership statements,” but retail investors often only enter after the price moves, facing higher costs and greater uncertainty.

These events resonate across social media. A user on X joked:

I’ll just sit here and wait for Jensen Huang or Trump to mention a stock.

This half-joking, half-resigned comment reflects the increasingly passive position of ordinary investors in a market driven by celebrity effect.

As Bloomberg columnist Mark Gongloff pointed out, ordinary investors read daily reports warning about the AI bubble possibly bursting at any moment, but “celebrity stock-picking” only worsens their distrust of the market.

When the US President himself is a “stock caller” and simultaneously a beneficiary, the seriousness of this issue multiplies.

Risk Warning and DisclaimerThe market contains risks; invest prudently. This article does not constitute personal investment advice and has not considered individual users’ particular investment goals, financial situation, or needs. Users should consider whether any opinions, views, or conclusions in this article fit their specific circumstances. If you invest based on this, you bear responsibility for the outcome.