# Nvidia's CEO just hyped optical stocks into orbit — ride the momentum on Marvell, Lumentum, and Coherent

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

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-ceo-just-hyped-optical-stocks-into-orbit-ride-the-m--15b8ae22-b0fb-4bef-a127-3fe805633926

Nvidia's CEO Jensen Huang publicly praised Marvell Technology at the Computex trade show, predicting it could reach a $1 trillion valuation. His comments lit a fire under the entire optical-components sector — the companies that make the high-speed connectors AI data centers can't live without.

## Idea

Jensen Huang's public endorsement of Marvell — and his broader comments about the age of 'useful AI' — is the kind of top-tier catalyst that can fuel multi-week runs in related stocks. Optical-component makers like Lumentum and Coherent supply the high-speed interconnects that AI data centers desperately need, so they benefit twice: once from the general AI buildout frenzy and again from the specific spotlight Huang put on the space. When the most influential voice in AI tells you an entire supply chain is critical, the market tends to keep bidding it up well past day one. A 9-day S&P 500 winning streak also provides a friendly backdrop for high-growth momentum names.

## Key details

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

## 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
- [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

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