# Nvidia CEO hails Marvell as a future trillion-dollar company — buy optical suppliers riding the AI wave

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

> Canonical page: https://commonquant.ai/research/for-you/nvidia-ceo-hails-marvell-as-a-future-trillion-dollar-company--262e9a05-015b-40da-a6cc-fed76fa89f3d

Nvidia's CEO just publicly stated that Marvell Technology could become a trillion-dollar company, sparking a massive rally in the stock. His comments also triggered big gains for the companies that supply the optical components keeping AI data centers connected.

## Idea

The AI boom isn't just about Nvidia; it requires a massive build-out of networking and optical components to connect data centers together. When the most influential figure in AI highlights a specific supply chain, the stocks in that sector often see sustained rallies. Buying the optical component companies that are rocketing higher on this news allows us to invest in the 'picks and shovels' of the AI infrastructure build-out.

## Key details

- Symbols: COHR, LITE, MRVL
- Timeframes: 1D
- Tags: \#ai, \#networking, \#picks-and-shovels

## Community

- Upvotes: 0
- Views: 0
- Copies: 0
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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
- [Marvell stock soars as Nvidia CEO calls chipmaker 'the next trillion-dollar company'](https://finance.yahoo.com/markets/article/marvell-stock-soars-as-nvidia-ceo-calls-chipmaker-the-next-trillion-dollar-company-130932917.html) — Yahoo Finance

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