One sentence worth 60 billion dollars! U.S. stock market retail investors are discussing: Follow Huang Renxun or Trump?

NVIDIA CEO created $60 billion market value out of thin air with one sentence. But as the market becomes increasingly accustomed to following celebrity statements to speculate in stocks, the anger and confusion of retail investors are spreading on Reddit forums. According to Wall Street News, on Tuesday at Computex, NVIDIA CEO Jensen Huang publicly stated that chip maker Marvell is destined to become a trillion-dollar company. This statement immediately set off the U.S. stock market that day, with Marvell's stock price soaring over 32% in a single day, marking the largest single-day increase in three years. Market value jumped from about $192 billion on Monday to over $254 billion with just one sentence creating over $60 billion in wealth out of thin air. Individual investors may have no concept of Marvell Technology's balance sheet, cash flow, or P/E ratio, and may have never even heard of this company. But if someone knew in advance that Marvell CEO Matt Murphy would be sharing the stage with Jensen Huang, the head of NVIDIA, the world's most valuable company, and a core symbol of the current AI wave. So, just the expectation of "the two will say good things about each other" is enough to constitute a reason to buy. Marvell had already risen 158% in the months prior. Analysts point out that in the current "stocks hardly ever fall" frenzied market environment, what often drives stock price increases are casual statements, vague expectations, and even speculative emotions. Anger of Reddit retail investors: Is the game fair? The dramatic rise of Marvell has caused a stir on the Reddit forum r/wallstreetbets where retail investors gather. "this market is too crazy", "this is unfair", and other comments are flooding in. The core dissatisfaction is that Jensen Huang said just one sentence, instantly creating hundreds of billions of dollars in wealth, while ordinary investors have neither informational advantage nor the ability to position themselves in advance. Some traders on the same forum had previously bet that uninformed retail investors would mistakenly buy Virgin Galactic (stock code: SPCE) thinking it was SpaceX (future code: SPCX) and profit from it. This behavior of arbitrage taking advantage of asymmetric information is seen by some market observers as a microcosm of the current market ecosystem. When the "celebrity effect" shifts to the U.S. President, the intensity of this crisis of trust multiplies. Trump's actions stir controversy: self-promotion, retail investors follow along? Similar "celebrity effects" are not only seen in the tech industry. U.S. President Trump has recently publicly praised stocks that he personally holds, sparking strong market reactions and deeper questions of fairness. At the end of last month, Trump publicly praised chip maker Micron Technology, in which he holds shares. As a result, Micron's stock price rose over 25% in just over a week. It is worth noting that Micron's stock price had doubled in the two months prior to this and coincided heavily with Trump's large purchases of the stock in the first quarter. For ordinary investors looking for a better entry point, entering the market after Trump speaks has already come at a high cost. Earlier, Trump had also repeatedly recommended Dell Technologies, a company in which he held millions of dollars worth of shares. In February of this year, he first called out to "go buy a Dell computer", and the market response was flat; but on May 8, his second public statement caused Dell's stock price to jump 13% in a single day, reaching a historic high. Subsequently, Dell's stock price further increased by about 72%, partly due to the company securing a $9.7 billion contract from the Pentagon after Trump's "recommendation." Wall Street has learned to "follow along," and the rules of the game for retail investors are changing. The core contradiction of these events lies in the increasingly widening information gap between ordinary investors and those with informational advantages. Institutions and professional investors have long developed the habit of closely tracking "high-level statements," while retail investors often only enter the market after the trend has started, facing higher costs and greater uncertainty. These events have sparked resonance on social media. One user on platform X joked, "I'm just waiting here, waiting for Jensen Huang or Trump to mention a certain stock." This half-joking, half-helpless remark reflects the increasingly passive position of ordinary investors in a market driven by celebrity effects. As Mark Gongloff, a Bloomberg columnist, pointed out, ordinary investors read reports about the AI bubble potentially bursting every day, and the phenomenon of "celebrity endorsements" only exacerbates their distrust of the market. When the U.S. President himself is one of the "endorsers" and also a beneficiary, the seriousness of this issue escalates. This article is reprinted from "Wall Street News." GMTEight editor: Feng Qiuyi.