# Nvidia's CEO just crowned the next AI winner — ride the optical stock wave

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

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-ceo-just-crowned-the-next-ai-winner-ride-the-optica--32fb38a4-4049-44e4-93c3-9d807b29df2f

Nvidia's CEO Jensen Huang publicly predicted that Marvell Technology will reach a $1 trillion valuation, sparking a broad rally in companies that make optical components — the hardware that connects AI data centers together.

## Idea

Nvidia's CEO doesn't throw around trillion-dollar predictions casually — when he highlights a company on stage at a major trade show, the market pays attention. His endorsement of Marvell spilled over into the entire optical-component sector because these companies all supply the same AI data-center buildout. With Alphabet raising $80 billion for AI infrastructure and the IPO market heating up, demand for optical gear is set to surge. Stocks like Lumentum and Coherent are still small enough that a shift in sentiment can push them fast.

## Key details

- Symbols: COHR, LITE, MRVL
- Timeframes: daily
- Tags: \#ai\_infrastructure, \#momentum, \#optical

## 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

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