# Nvidia's boss just hyped the companies that wire AI data centers together — catch the optical rally

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

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-boss-just-hyped-the-companies-that-wire-ai-data-cen--30283e17-602a-4e40-a2e7-48c54c81829d

Nvidia's CEO Jensen Huang went on stage and said Marvell Technology could be worth $1 trillion, and praised the whole optical-components industry. That endorsement sent Marvell, Lumentum, and Coherent sharply higher.

## Idea

When the most influential person in AI — Nvidia's Jensen Huang — publicly predicts a company will hit a $1 trillion valuation, the market pays attention. His comments at Computex didn't just lift Marvell; they sparked a rally across optical-component makers like Lumentum and Coherent, whose products are essential for the high-speed connections inside AI data centers. This is a classic 'rising tide' moment: one leader's endorsement is lifting an entire supply chain. The optical stocks still trade well below the valuations of the big AI chipmakers, so there's room to run if the enthusiasm holds.

## Key details

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

## Community

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

## 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

## 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)
- [Nvidia chips are delayed but Meta is making their own — rotate into software](https://commonquant.ai/research/for-you/nvidia-chips-are-delayed-but-meta-is-making-their-own-rotate--88452303-dd1c-4d0a-a8eb-86fd695bcfbe)
- [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)