In this article, we will discuss Donald Trump Stock Portfolio: 5 Best AI and Tech Stock Picks in 2026. For more stocks and methodology of this article, see Donald Trump Stock Portfolio: 10 Best AI and Tech Stock Picks in 2026.
5. Marvell Technology (NASDAQ:MRVL)
Stock Performance Since Trade Date: +180%
Marvell Technology (NASDAQ:MRVL) is another favorite stock of Donald Trump that has shown spectacular performance since his purchase in February 2026. It makes custom AI chips, networking solutions, and semiconductor products designed for hyperscalers and data centers. Its customers include the world’s largest cloud and technology companies including Google, Amazon, and other major hyperscalers that are increasingly turning to custom ASICs as a more cost-effective way to scale computing power for AI clusters.
Trump isn’t the only fan of Marvell Technology (NASDAQ:MRVL). Recently, Nvidia CEO Jensen Huang publicly endorsed Marvell as a potential trillion-dollar company, causing the stock to surge 45% in a single week. Nvidia also made a $2 billion strategic investment in Marvell, and the two companies are collaborating on NVLink Fusion, which makes Marvell’s custom XPUs compatible with Nvidia’s broader AI infrastructure stack including Vera CPUs, ConnectX NICs, BlueField DPUs, and Spectrum-X switches.
But beyond the Huang factor, there are strong fundamental growth catalysts for Marvell Technology (NASDAQ:MRVL). The company recently unveiled the first switch operating at a record speed of 102.4 Tbps designed for AI clusters, delivering energy savings of up to 25% compared to competitors. It also acquired Polariton Technologies to strengthen its photonics-based optical solutions, and has secured over 10 XPU attach program wins with custom revenue expected to grow 20% year-over-year in FY2027, doubling again in FY2028, and nearly tripling by FY2029 towards more than $10 billion.
Sound Shore Fund stated the following regarding Marvell Technology, Inc. (NASDAQ:MRVL) in its Q1 2026 investor letter:
“A bright spot in the tech space was our holding in Marvell Technology, Inc. (NASDAQ:MRVL). The company designs custom chips that are both flexible and efficient, a competitive advantage we believe will help Marvell take market share and grow rapidly over the next few years. While many debated whether management could effectively scale up the business and compete, we were able to purchase the stock when it was trading at 10 times our estimate of long-term earnings power. Marvell’s exposure to data centers stems from a robust networking and optical business—essentially the “plumbing” of AI infrastructure. Additionally, its emerging custom silicon (ASIC) division co-develops tailored chips for “hyperscalers” like Amazon and Google to optimize performance and power efficiency for specific AI workloads. We believe this business will double earnings over the next three years.”
