# Nvidia's CEO hails Marvell as a future trillion-dollar company — buy the optical networking rally

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

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-ceo-hails-marvell-as-a-future-trillion-dollar-compa--3c3daed9-55fa-4983-9a64-9f4a723be413

Nvidia's CEO Jensen Huang publicly predicted that Marvell Technology will reach a $1 trillion valuation, and said the era of 'useful AI' has arrived. That endorsement is sending optical networking stocks — the companies that build the high-speed connections AI data centers need — sharply higher.

## Idea

When Nvidia's CEO — the most influential voice in AI — singles out a company on stage at a major trade show and predicts it will hit a $1 trillion valuation, the market pays attention. Optical component makers like Lumentum and Coherent are along for the ride because they supply the high-speed networking gear that connects AI data centers together. This is fresh catalyst-driven momentum, not a slow grind, which tends to carry further as more investors discover the story. A basket approach across all three names spreads risk while capturing the broad theme.

## Key details

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

## 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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