# Nvidia's CEO just hyped Marvell to $1 trillion — optical stocks are surging, ride the wave

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

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-ceo-just-hyped-marvell-to-1-trillion-optical-stocks--35fbf1be-1188-496f-a32f-59fb2d8e6253

Nvidia's CEO Jensen Huang went on stage and predicted Marvell Technology will hit a $1 trillion valuation, sparking a massive rally in optical-component stocks like Lumentum and Coherent that supply the hardware AI data centers need.

## Idea

When Nvidia's CEO publicly predicts a company will reach a trillion-dollar valuation, the market pays attention — and the ripple effects are already showing. Optical-component makers like Lumentum and Coherent are surging because they make the high-speed connectors and lasers that AI data centers literally cannot function without. This isn't just hype; HPE also just raised its sales outlook today citing 'massive growth in AI-fueled demand' for its servers. The AI buildout is creating real orders for these behind-the-scenes hardware companies, and today's moves suggest the trend is accelerating.

## Key details

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

## 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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