# Nvidia's CEO hails Marvell as a future $1 trillion company — ride the optical-component wave

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

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-ceo-hails-marvell-as-a-future-1-trillion-company-ri--5c37397e-46d7-42d3-ad36-9be8e44b7d2c

Nvidia's CEO Jensen Huang publicly predicted Marvell Technology will reach a $1 trillion valuation, and praised the company on stage at a major tech conference. His comments are lifting the entire optical-component sector — the companies that make the high-speed connectors AI data centers depend on.

## Idea

When Nvidia's CEO singles out a company on stage at a major conference, it moves entire supply chains — not just that one stock. Optical-component makers like Lumentum and Coherent are the picks-and-shovels behind AI data centers: they make the high-speed light-based connectors that link thousands of chips together. With Alphabet announcing an $80 billion AI buildout and HPE citing 'massive AI-fueled demand' for its servers, the order pipeline for optical parts is accelerating. These smaller suppliers tend to move faster than the tech giants, giving traders a leveraged way to play the AI infrastructure boom.

## Key details

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

## 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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