# Nvidia's CEO hails optical stocks as the AI era's real winners — accumulate Lumentum, Coherent, and Marvell

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

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-ceo-hails-optical-stocks-as-the-ai-era-s-real-winne--0a71e69b-4d1c-4704-a7f0-bb96bcb12adc

Nvidia's CEO Jensen Huang went on stage and praised Marvell Technology, predicting it could become a $1 trillion company. His comments lit a fire under optical-component makers — the companies that build the high-speed connections AI data centers need.

## Idea

Nvidia's Jensen Huang just publicly predicted Marvell will reach a $1 trillion valuation, calling this the era of 'useful AI.' That endorsement from the most influential voice in AI hardware sent optical-component stocks surging. Optical components are the plumbing that connects AI servers together at massive speed — without them, data centers can't scale. With SoftBank dropping €75 billion on a French AI hub and Alphabet raising $80 billion for AI infrastructure, the build-out is real and accelerating. These optical suppliers are the picks-and-shovels play: they sell the gear everyone building AI needs.

## Key details

- Symbols: COHR, LITE, MRVL
- Timeframes: 1D
- Tags: \#ai\_infrastructure, \#optical\_networking, \#momentum

## Community

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## News sources

- [HPE Rises on Sales Outlook; Victoria's Secret Soars on Profit Beat \| Stock Movers](https://www.bloomberg.com/news/videos/2026-06-02/hpe-rises-on-sales-outlook-victoria-s-secret-soars-on-profit-beat-stock-movers) — Bloomberg
- [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

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