# Nvidia's CEO hypes AI supply chain on stage — optical stocks are the picks-and-shovels play

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

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-ceo-hypes-ai-supply-chain-on-stage-optical-stocks-a--1885f046-7a68-475c-a42e-981677f94d6e

Nvidia's CEO Jensen Huang praised Marvell Technology on stage and said it could reach a $1 trillion valuation. His comments are sparking a rally in companies that make optical components — the parts that connect AI data centers together at high speed.

## Idea

Nvidia's CEO just put a spotlight on the companies building the plumbing behind AI data centers. Optical components from Lumentum and Coherent are essential for moving huge amounts of data between servers — you can't scale AI without them. When the most influential figure in AI singles out a supply chain, investors tend to pile in over the following days. These stocks are still small enough that a wave of new attention can move them significantly.

## Key details

- Symbols: COHR, LITE, MRVL
- Timeframes: D
- Tags: \#ai\_infrastructure, \#optical\_networking, \#nvidia\_supply\_chain

## 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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