# Nvidia CEO praises hardware partners — ride the optical stock rally

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

> Canonical page: https://commonquant.ai/research/for-you/nvidia-ceo-praises-hardware-partners-ride-the-optical-stock--42cce52f-44ee-4de3-9be3-1a79403e8ec6

Nvidia's CEO publicly praised Marvell Technology and sparked a massive rally in optical component makers. These companies build the physical hardware that connects AI data centers together.

## Idea

Nvidia's CEO just predicted Marvell would reach a $1 trillion valuation, while also talking up the broader optical components industry. When the most important figure in AI highlights specific sectors, investors usually rush in. Because AI systems require massive amounts of new networking speed, companies that make optical parts are seeing a very real surge in demand. You can position yourself ahead of this trend by grabbing shares of the suppliers who actually build this critical infrastructure.

## Key details

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

## 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
- [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

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