# Nvidia's CEO just boosted the unsung heroes of AI — jump on optical stocks like Lumentum and Coherent

_AI-generated trading idea · LONG · COHR, LITE, MRVL_

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-ceo-just-boosted-the-unsung-heroes-of-ai-jump-on-op--08c71a83-693a-46a9-abc0-201fe6ab349a

Nvidia's CEO Jensen Huang publicly praised optical-component makers — the companies that build the high-speed connectors inside AI data centers. That sent stocks like Lumentum and Coherent soaring, and with Alphabet announcing $80 billion in new AI spending, demand for these parts should keep growing.

## Idea

The AI rally is expanding beyond the big names like Nvidia into the companies that supply the physical infrastructure — specifically optical components that move data at light speed inside AI data centers. Nvidia's CEO essentially gave these companies a public endorsement, which is a powerful signal. On top of that, Alphabet just committed to raising $80 billion for AI infrastructure, and SpaceX's IPO is bringing even more attention to the tech sector. When a theme gets this much momentum and fresh capital behind it, the suppliers — especially smaller ones that were overlooked — tend to outperform. Lumentum and Coherent make the actual parts, while Marvell designs the chips that connect everything together.

## Key details

- Symbols: COHR, LITE, MRVL
- Timeframes: 1D
- Tags: \#ai, \#semiconductors, \#momentum, \#infrastructure

## Community

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## News sources

- [Why Lumentum, Coherent and other optical stocks are rocketing toward big gains](https://www.marketwatch.com/story/why-lumentum-coherent-and-other-optical-stocks-are-rocketing-toward-big-gains-d5a2e9c7?mod=mw_rss_topstories) — MarketWatch
- [Alphabet's plan to sell $80 billion in stock to fund its AI buildout isn't all bad](https://www.cnbc.com/2026/06/02/alphabets-plan-to-sell-80-billion-in-stock-to-fund-its-ai-buildout-isnt-all-bad.html) — CNBC
- [Asian Stocks Poised to Gain as AI Rally Extends: Markets Wrap](https://www.bloomberg.com/news/articles/2026-06-02/asian-stocks-poised-to-gain-as-ai-rally-extends-markets-wrap) — Bloomberg

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