# Nvidia's CEO just crowned the next AI winners — ride the optical-component wave on Lumentum, Coherent, and Marvell

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

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-ceo-just-crowned-the-next-ai-winners-ride-the-optic--5696945f-95be-4dc5-bfb8-9214853f4056

Nvidia CEO Jensen Huang called Marvell 'the next trillion-dollar company' on stage at Computex, and Alphabet announced an $80 billion AI infrastructure budget. That combo is sending optical-component stocks — the companies that make the high-speed connections inside AI data centers — through the roof.

## Idea

Jensen Huang's public endorsement of Marvell as a future trillion-dollar company is the kind of top-level validation that lifts an entire supply chain. Optical-component makers like Lumentum and Coherent build the lasers and connectors that AI data centers can't run without, and Alphabet's $80B spending commitment means demand is accelerating. When the most influential voice in AI highlights a sector, related stocks tend to ride that momentum for weeks. The rally is broad — not just one ticker — which signals real sector-wide money flowing in.

## Key details

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

## Community

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

## News sources

- [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
- [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

## Related ideas

- [Massive $5.4 billion floods into chip stocks — ride the wave on SOXX](https://commonquant.ai/research/for-you/massive-5-4-billion-floods-into-chip-stocks-ride-the-wave-on--fe049096-c3e9-4e9b-998d-3c9ac9783518)
- [Trillion-dollar chip giant SK Hynix hits Wall Street — ride the IPO momentum](https://commonquant.ai/research/for-you/trillion-dollar-chip-giant-sk-hynix-hits-wall-street-ride-th--c926a38b-c32d-441b-b524-1c3f68b51002)
- [Tesla finally delivers on its decade-old promise — ride the AI momentum into Nvidia instead](https://commonquant.ai/research/for-you/tesla-finally-delivers-on-its-decade-old-promise-ride-the-ai--a60a92d1-397e-4911-b6d2-59053bfd6e2c)

## Related

- [COHR trade ideas](https://commonquant.ai/stocks/cohr)
- [LITE trade ideas](https://commonquant.ai/stocks/lite)
- [MRVL trade ideas](https://commonquant.ai/stocks/mrvl)
- [Latest market news](https://commonquant.ai/news)