MRVL Gets the Jensen Bump, VSXY Squeezes Hard, and Reddit Is Losing Its Mind

Let's be honest — when Nvidia's CEO publicly anoints your company as the next trillion-dollar name, you don't need a DD post. But Reddit wrote seventeen of them anyway. $MRVL surged ~25% after Jensen Huang declared Marvell Technology his chosen one at Computex, and the WSB thread hit nuclear. Marvell makes networking chips and data center infrastructure — exactly the picks-and-shovels AI play Reddit has been begging for — and with Nvidia already holding a $2 billion stake acquired three months ago, this isn't just hype. It's a coordinated bet with receipts.

Meanwhile, $VSXY — yes, Victoria's Secret actually rebranded its ticker — squeezed 48% after beating earnings and raising full-year net sales guidance to $7.13 billion. With roughly 20% of tradable shares held short, this was a high-upvote Reddit squeeze thesis playing out in real time. And then there's $HPE, up 29% pre-market after reporting AI server and networking demand so strong it pulled forward 2028 guidance to right now — AI storage up triple digits for six straight quarters.

Three completely different companies, one unified Reddit thesis: the AI infrastructure wave is eating everything in its path, and the shorts are getting carried out on a stretcher.