Jensen Said This Company Will Be Worth $1 Trillion! Is That Even Legal?

14 Jun 2026 · 7 min · 4 chapters

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In short

The episode debates whether Jensen Huang’s public statements that companies (notably Marvell and Micron) could reach “$1 trillion” are market-manipulation or legal. Guests argue the key difference is that Jensen is an investor and has “front row seat” demand visibility because his firm buys/uses the chips and he’s embedded in the AI/compute ecosystem. They cite his track record predicting memory/storage shifts (e.g., memory/storage growth tied to GPU/AI needs) and mention he made thousands of trades (about 3,000 in a year). They compare his influence to Trump-era market rhetoric and discuss liability for financial journalists who use definitive price targets.

Notable examples

Marvell custom ASIC networking; Google/TPU custom chips; Broadcom comparisons; Elon Musk/Dogecoin.

Written by AI. May contain mistakes. Listen to the episode to check what was said.

Chapters

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Market Manipulation and Investment Strategies

0:11 to 0:33

Discussion on Jensen's market influence and investment strategies.

“Empower is all about helping you invest well so you can go out and live a little.”

Market Manipulation and Investment Strategies

2:33 to 3:02

Discussion on Jensen's market influence and investment strategies.

“I don't know if you knew this, but anyone can get the same premium wireless for$15 a month plan that I've been enjoying.”

Market Manipulation and Investment Strategies

3:03 to 10:25

Discussion on Jensen's market influence and investment strategies.

“What's the difference between if he's...”

Market Manipulation and Investment Strategies

10:27 to 10:54

Discussion on Jensen's market influence and investment strategies.

“Track your net worth, monitor your budget, analyze your investments, set retirement goals, and more.”
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Transcript

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3:03What's the difference between if he's... That's why the word suspicious, I wasn't really sure. Because Jensen is... He's manipulating the market. I hate to say it like that because, you know, we... It's different. It's different. He's actually investing into those companies. Exactly. He's not selling them. But if you invest in a company and you say this company, he knows the type of power he has. If you say this company is going to be the next, manipulation is not necessarily a bad word. It's not like an illegal word, but he is manipulating the market. If you say, okay, this will be the next$1 billion.

3:35If you invest in a company,$2 billion into a company. Yep. And you say. It will behoove you. This company will be, not it may be, not it might be. because even as us, as a financial journalist, when we write stories, we'll say could, maybe, potentially. As financial journalists - Has possibility, yeah. We have liability if we say Apple will double in two weeks. Apple will be worth 10 trillion. We should not say that. Yeah, you better get your E &O insurance. So for you guys, when you're listening, if you're building your blogs or you're building your platform, it's better to say Apple could potentially has the ability to he said this will be the next trillion dollar company so you said what's the difference between him and Trump exactly but everybody's doing this though this is the era, this is Trump era this is Trump era, everybody's doing this Trump is saying it right, like he obviously he has information, I think the biggest difference with Jensen is that he's investing in it And those companies will help benefit his company.

4:45And so, yeah, saying that they'll be the next trillion dollar company is going to help boost his company to potentially. Yeah, but he's also but he's also invested in it. But no, it doesn't matter, though. I could be invested in Apple myself. If Earning A Leisure has influence, if I or even a penny stock, that's even easier to move. Yeah, we can do it. We could pick a penny stock and say, look, this this is the next micron. We could move a penny stock. We'll be in court. Exactly. But we can say, hey, we're invested in it. We believe in the company, but we're using our platform. We're using our influence to move something so we can make money.

5:23All right. Now, so here's the difference. Yeah. Jensen has a shot. You're right. But the difference between Trump, Trump has too many failed ventures. And there's a question of character. Now, you can argue with Jensen. Maybe he has some of the same character flaws that just haven't been revealed in public because we can talk about the character of a person and the caricature of a person. Right. but he has no losses on his jacket. And also, Jensen is so valuable geopolitically, he can almost do no harm. He's kind of like Jordan in the 90s NBA where a lot of things are going to be circumvented and it's okay if he did it versus if someone else did it.

6:14And also, you can argue, Troy, I'll let you go, Trump is invested in these too. Exactly. Just through other proxies? Yes. So as they're building this... Or directly. So now... You've seen his trades that he did. He did 3 ,000 trades last year. A lot of them are what Jensen has said, right? So that goes back to the point where we made that post. I'm like, yo, listen to what Jensen's saying. Because he's the guy in the arena. When we're talking about AI, we're talking about the ecosystem. He's a specialist. He's the guy on the floor. He has the front row seat. He can tell you that's going to move.

6:47Why? Number one, we're investing in it. but guess what? I'm not their only customer. So is that company. So is that company. And if we're investing in it and we see the expansion and we see the demand, oh, if we're ordering this much, and for those who don't know what Marvel does, they design networking. Custom ASICs is really the sweet point for them, which is why when I was looking at them and I'm looking at Broadcom, similar, they have some differences, but I'm like custom, custom, custom. If we're listening to GPUs and we're listening to TPUs, which Google's doing, who's building the custom?

7:21Broke down partners with Google. All right, who's Marvell going to partner with for the CPU? Okay, now we're starting to see. That's not the only customer, but he has a front row seat to the demand. Number one, the first thing he does, let me invest. Rashad, I'll ask you this. Let me, let me, one trillion as well. For him to say one trillion as well, this is why as well. Yeah. Because we interviewed a lot of CEOs. We interviewed Vlad Tendr. We asked him about Bitcoin. He said, I cannot give you a price point for Bitcoin, but I'll say I believe in the technology. I believe Jack Dorsey most of the time a CEO and I it's not against Jensen.

7:54He's a good guy. I don't think he's a crook Like you said like, you know, he's he's he has a great track record He's a great person for all things looks like he's a great human being But it's wow to say it is wow It's wow to say this company is gonna be worth one trillion dollars other CEOs would not be able to do that They would not they could say yeah, this this looks like this is a good company We believe in the technology. We're gonna use this company. We're gonna buy it We even invested in this company. But you pretty much given price point predictions at this point. By saying one point, you give a price point.

8:22I will give you 100 % that it was wild. The fact that he said it in the manner that he said it, like as I'm running off stage, it's going to a trillion. This is the next trillion dollars. And it's how it said it. That was wild. That was wild. Elon Musk did it with Dogecoin. But again, that's... Different asset. But also what they both had though. It's the same principle. Was a protection of the president. but he also has the you can't discount like you said the track record too more importantly is the track record because this is the same guy who told you in 2024 memory is going to be at a storage how does he know he's sitting front row seat he's actually building a technology that is short of memory this is easy for him all right listen we're going to invest in my micron is going to be a company that is going to grow exponentially because memories are destroyed.

9:11That's in 2023 of December. I'm literally in the class saying this. Here we are now at$1.2 trillion. He's seen this happen before, bro. The difference between George Soros and Bernie Madoff is when a protection went away from Madoff, you got to reveal a lot of shit. That's the other part of investing. They'll select it. It was a bunch of... That was Fugues. I agree. But they knew it was Fugues while he was the president. of one of them exchanges. Oh, yeah. Okay. Fair. They protected him for the time being until you went too rampant. The thing I'm saying about Jensen, he hasn't had any losses yet that are damaging to him and the ecosystem.

9:57Now, if Marvell all of a sudden you find out that they've been lying about earnings, which they haven't, you're going to see course change on him. And they just got added to the S &P. I'm not even mad that he said it Because I'm actually benefiting from investing in Marvell But what I'm just saying is that We just gotta be fair across the board If one person's doing something Everybody's doing it, this is the Trump era But this is the Trump administration who's let that in And now you're an ally Ernest, what's up? Look, building wealth Isn't just about making money It's about knowing where your money is working for you That's why we partnered with Empower Empower's all about helping you invest well So you can go out and live a little Their free Empower Personal Dashboard gives you a complete view of your financial life in one place.

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