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📉 Google's Secret $275 Billion Jackpot

Top 9 AI Stocks To Watch In June

The Fed isn’t cutting rates, inflation is still running above target, and Powell said Middle East developments add more uncertainty to the outlook. That usually makes this a stock-picker’s market, not a “buy anything with AI in the name” market.

That’s exactly why I put together a new report on 9 AI stocks I’m watching this month. See the full market breakdown here.

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BREAKING NEWS

📉 Google Quietly Became The Best Investor On The Planet

Everyone talks about Warren Buffett. Nobody talks about what Google has been doing in a back room for the last decade.

$GOOGL Alphabet owns roughly 7% of SpaceX and 14% of Anthropic, two of the most anticipated companies going public in 2026. These are not small bets. These are generational bets. And they are both sitting on paper gains that would make most hedge fund managers quietly weep into their Bloomberg terminals.

To put $261 billion in context: that is more than the entire market value of Nike, Starbucks, and Goldman Sachs combined. Sitting. Unrealized. On a spreadsheet somewhere in Mountain View.

The kicker is that both companies have not even gone public yet. SpaceX is targeting a valuation of $1.75 trillion. Anthropic was recently valued at $965 billion in its last private funding round. When those IPOs land, Google's paper gains could grow even larger.

Here is the math that is breaking the internet right now:

  • Google put $900 million into SpaceX back in 2015. That stake is now worth an estimated $126 billion. That is a 140x return on a single investment.

  • Google invested $13 billion into Anthropic and that stake is now worth an estimated $135 billion, a 10.4x return.

  • Combined, those two positions are worth roughly $261 billion before either company has sold a single share to the public.

The Munch Take: Google spent a decade quietly buying stakes in rockets and artificial intelligence while the rest of us were distracted by its search bar. No press conferences. No bragging. Just writing checks and waiting. Now it’s sitting on $275 billion in unrealized gains and has not cashed out a single dollar yet. That is not investing. That is patience as a superpower. My wife has a savings account she opened in 2019 and never touches. She has never once logged in to check the balance. I am starting to think she and Google went to the same investing school.

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STOCK OF THE DAY

📈Jensen Huang Just Blessed Marvell. The Market Lost Its Mind.

Nvidia CEO Jensen Huang made a surprise appearance at Marvell Technology CEO Matt Murphy's keynote at Computex 2026 in Taipei and said, "The next trillion-dollar company, ladies and gentlemen." He was pointing at $MRVL Marvell Technology. The crowd went wild. The stock went wilder.

$MRVL closed up 32.52% on Tuesday, its biggest single-day gain ever. The stock opened at $253 and closed at $290. That is not a move. That is a moonshot.

Marvell sits directly in the bottleneck layer of AI data centers, designing custom chips, optical interconnects, and the physical fabric that lets thousands of AI processors behave like one machine. Think of it like the pipes and wiring inside a giant AI brain. Nvidia builds the brain. Marvell builds everything that connects it.

When the most powerful man in Ai chips grabs a microphone and points at you in front of a packed arena, things happen fast.

📈 The Bull Case:

  • Marvell's data center revenue is growing at triple-digit rates with real contracts already signed by Amazon, Google, and Microsoft. The customers exist and the money is already moving.

  • Marvell is one of the only companies on earth that can design custom AI chips at mass scale, with silicon photonics expertise that takes decades to build. That moat is real.

  • Nvidia invested $2 billion into Marvell this year, making this a financial partnership with skin in the game, not just a compliment between friends on stage.

📉 The Bear Case:

  • After a 32% single-day jump, the stock is priced for years of perfect execution with zero margin for error. One bad quarter and this valuation gets questioned loudly.

  • A handful of big tech customers make up the bulk of Marvell's custom chip revenue. If any one of them decides to design chips fully in-house, the growth story takes a serious hit overnight.

  • Marvell has been spending heavily on research and development, keeping profits thin. Investors are treating future earnings as a certainty, even though they have not arrived yet.

The Munch Take: Jensen Huang walked onto a stage in Taipei, pointed at $MRVL, and said "next trillion-dollar company." That was it. No earnings report. No product launch. Just a man in a black jacket with a microphone and a track record that makes people move money first and ask questions later. The stock added tens of billions in value before most of America had finished breakfast. My wife saw the chart and asked what Marvell makes. I explained chips and connectivity and AI infrastructure. She nodded slowly and said "so like important stuff." God bless her.

🍪 Munchy Memes

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