# Nvidia's CEO just hyped Marvell to a trillion dollars — ride the optical stock wave on Lumentum and Coherent

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

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-ceo-just-hyped-marvell-to-a-trillion-dollars-ride-t--534ffad4-443e-408b-aa33-82f119dfe772

Nvidia's CEO Jensen Huang went on stage at Computex and predicted Marvell Technology will hit a $1 trillion valuation. His comments lit a fire under the whole optical-components sector — companies like Lumentum and Coherent that make the hardware connecting AI data centers.

## Idea

When the most influential voice in AI hardware publicly predicts a company will reach a $1 trillion valuation, the market pays attention — not just for that stock but for its entire supply chain. Optical components are the physical backbone of AI data centers, connecting the massive clusters of chips Nvidia sells. Lumentum and Coherent make those critical parts, and they're surging alongside Marvell on Jensen Huang's endorsement. This kind of top-down catalyst from a major industry leader tends to fuel multi-day runs as investors re-rate the whole sector.

## Key details

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

## 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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