# Jensen Huang just crowned Marvell a future trillion-dollar company — ride the optical stock wave

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

> Canonical page: https://commonquant.ai/research/for-you/jensen-huang-just-crowned-marvell-a-future-trillion-dollar-c--110442bb-2f5a-42d0-8251-d2c53422cc83

Nvidia's CEO Jensen Huang publicly predicted Marvell Technology will hit a $1 trillion valuation, and said the era of 'useful AI' has arrived. His comments lit a fire under optical-component makers like Lumentum and Coherent, whose products connect AI data centers together.

## Idea

Jensen Huang rarely singles out other companies by name, so when he predicted Marvell will reach a $1 trillion valuation on stage at Computex, the market took it as a major signal. His broader point — that useful AI has arrived — is driving demand for the high-speed optical connections that link thousands of AI chips together inside data centers. Alphabet separately announced it's raising $80 billion to fund its AI buildout, and SoftBank is spending €75 billion on a massive French data hub. All of that infrastructure needs optical components, which is why Lumentum and Coherent are surging too. When the person building the picks and shovels for AI tells you who makes the best shovels, it's worth paying attention.

## Key details

- Symbols: COHR, LITE, MRVL
- Timeframes: H1, D1
- Tags: \#ai\_infrastructure, \#momentum, \#optical\_networking

## Community

- Upvotes: 0
- Views: 0
- Copies: 0
- Cosigns: 0

## 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
- [Broadcom Jumps 6% on Alphabet $80B AI Raise, Marvell Soars 18% on Jensen Huang's $1T Endorsement](https://finance.yahoo.com/markets/stocks/articles/broadcom-jumps-6-alphabet-80b-132541999.html) — Yahoo Finance

## Related ideas

- [Massive $5.4 billion floods into chip stocks — ride the wave on SOXX](https://commonquant.ai/research/for-you/massive-5-4-billion-floods-into-chip-stocks-ride-the-wave-on--fe049096-c3e9-4e9b-998d-3c9ac9783518)
- [Tesla finally delivers on its decade-old promise — ride the AI momentum into Nvidia instead](https://commonquant.ai/research/for-you/tesla-finally-delivers-on-its-decade-old-promise-ride-the-ai--a60a92d1-397e-4911-b6d2-59053bfd6e2c)
- [Trillion-dollar chip giant SK Hynix hits Wall Street — ride the IPO momentum](https://commonquant.ai/research/for-you/trillion-dollar-chip-giant-sk-hynix-hits-wall-street-ride-th--c926a38b-c32d-441b-b524-1c3f68b51002)

## Related

- [COHR trade ideas](https://commonquant.ai/stocks/cohr)
- [LITE trade ideas](https://commonquant.ai/stocks/lite)
- [MRVL trade ideas](https://commonquant.ai/stocks/mrvl)
- [Latest market news](https://commonquant.ai/news)