Retail investors buzz around Nvidia, Marvell and three other stocks

  • Retail investors discussed Nvidia, Marvell, Salesforce, IREN and CrowdStrike on X and Reddit.
  • Nvidia reported $96.2 billion in fiscal second-quarter revenue, up 106% year over year.
  • IREN reported a $684 million net loss after a $450 million non-cash impairment.

Retail investors focused on Nvidia, Marvell Technology, Salesforce, IREN and CrowdStrike during the week of Aug. 24 to Aug. 28, with discussions on X and Reddit’s r/WallStreetBets shaped by earnings, AI infrastructure momentum and corporate developments. Nvidia reported fiscal second-quarter revenue of $96.2 billion, up 106% year over year, and data-center revenue of $89 billion, up 117%, while Marvell posted record revenue of $2.739 billion. Salesforce raised its full-year revenue guidance after earnings and expanded its Claudeforce partnership with Anthropic. IREN reported weaker revenue, a $684 million net loss and new AI financing, while CrowdStrike posted record net new ARR (annual recurring revenue) of $333 million and raised its full-year outlook. Retail sentiment was bullish toward Nvidia and CrowdStrike, mixed toward Marvell and IREN, and included profit-taking discussions around Salesforce.

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