# Jensen Huang just crowned Marvell the next trillion-dollar company — ride the optical supplier rally

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

> Canonical page: https://commonquant.ai/research/for-you/jensen-huang-just-crowned-marvell-the-next-trillion-dollar-c--445a2b9b-a3d6-4731-80e8-4fe99084afa4

Nvidia's CEO Jensen Huang publicly predicted Marvell will become a trillion-dollar company at Computex, sparking a massive rally in Marvell and the companies that supply optical components for AI data centers.

## Idea

Jensen Huang rarely singles out specific companies by name — so when he called Marvell 'the next trillion-dollar company,' the market took notice. That endorsement is lifting the entire optical-component supply chain because these are the exact parts needed to connect AI chips together inside massive data centers. Lumentum and Coherent make the lasers and connectors that Marvell and Nvidia designs rely on, so their revenue should climb as AI data-center build-outs accelerate. When a theme this broad gets a fresh jolt of enthusiasm from the most influential voice in AI, the rally often spreads to suppliers that haven't fully priced in the demand yet.

## Key details

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

## Community

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

## News sources

- [Broadcom Jumps 6% on Alphabet $80B AI Raise, Marvell Soars 18% on Jensen Huang's $1T Endorsement](https://finance.yahoo.com/markets/stocks/articles/broadcom-jumps-6-alphabet-80b-132541999.html) — Yahoo Finance
- [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
- [Marvell stock soars as Nvidia CEO calls chipmaker 'the next trillion-dollar company'](https://finance.yahoo.com/markets/article/marvell-stock-soars-as-nvidia-ceo-calls-chipmaker-the-next-trillion-dollar-company-130932917.html) — Yahoo Finance

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