MRVL
Marvell Technology, Inc. Common Stock
stock NASDAQ

MRVL and ALAB are easy choices nobody is talking about, but set up to benefit extremely from AI infrastructure.

Just sold my MRVL call for some tax loss harvesting.. fuk me.

MRVL 2028 leaps

That image highlights a recurring joke (or "meme") on investment forums like Reddit's r/wallstreetbets. The user is poking fun at how the stock market reacted to AI news throughout 2024 and 2025.
Technically, almost all of them are "lies" or significant stretches of the truth in the way they are presented. Here is the breakdown of what is actually happening:
1. The "Official" Partners
Only one company on this list has a massive, multi-billion dollar foundational partnership with OpenAI:
MSFT (Microsoft): This is True. Microsoft is OpenAI’s primary partner, investor, and cloud provider.
2. The Infrastructure "Partners" (Misleading)
Most of these companies don't have a "partnership" in the way a consumer would think. Instead, OpenAI is simply a customer of their hardware, or they are working together on technical standards:
AVGO (Broadcom) & MRVL (Marvell): They are reportedly working with OpenAI to develop custom AI chips, but these are supplier relationships, not a "partnership" announcement that caused a single +40% jump.
NVDA (Nvidia): OpenAI uses their chips, but they are competitors in some spaces and partners in others.
AMD & INTC (Intel): OpenAI has stated they are testing/using their chips to break the Nvidia monopoly, but there is no exclusive partnership.
3. The "Pure Fiction" / Meme Tiers
Several companies on this list have no formal, publicized partnership with OpenAI at all. The post likely includes them because they are popular "meme stocks":
PLTR (Palantir): They have their own AI platforms (AIP) and often compete or integrate with various LLMs, but they haven't announced a specific "partnership" with OpenAI that drove the stock like this.
NFLX (Netflix) & SHOP (Shopify): While they use AI for recommendations or merchant tools, they have not announced major corporate partnerships with OpenAI.
NBIS: This appears to be a typo or a joke within the thread; there is no major tech stock with this ticker that fits this narrative.

I’ve been reading Citi’s 2026 semiconductor outlook.
They expect Broadcom’s revenue from Google to double in 2026 versus 2025, and potentially nearly double again in 2027. Broadcom also appears to have secured meaningful orders from AWS and Microsoft, with strong revenue growth expected by 2027.
Citi forecasts that XPUs will grow faster than GPUs by 2027, driven by a smaller base and the acceleration of custom AI chip programs. Some people with a zero-sum mindset might argue this is negative for NVDA or even AMD. But those closer to the industry know that NVIDIA will continue selling every chip, system, and rack it can produce.
AVGO and MRVL have also been performing very well, not only in custom ASICs but also across networking and storage.
Curious how everyone is positioning in AVGO right now.

Uhh, from my own personal research so far, to cover all grounds I’ve liked:
1. $AXTI - Basically 40% of InP supply chain
2. $DOWA + Sumitomo for Western hedge on InP / InP substrate
3. $AAOI, $LITE for hyperscaler buildout, AAOI for AMZN/MSFT, and LITE for everything but more levered to Google TPU
4. $MRVL and $AVGO - MRVL design partner for MSFT 2026-2027, and AVGO kinda everything.

InP a physics problem. You can't throw money to spawn materials but you can engineer around it. But stuff like TFLN or quantum dot lasers are many many years away. 
US will be funning money into Coherent (<2%) and maybe Dowa, Japanese (<12%), but if 78% of the supply goes offline, there's no way around it.
And you can acquire 25% of the entire supply chain + 30% of the entire substrate output for $700m.
I own tons of western photonics companies like LITE, AAOI, MRVL, and others too.
Regardless they all kind of depend on AXTI for the next 2 years, which is why I said they're an extreme bottleneck of the entire AI buildout.