# Nvidia's CEO just hyped the whole optical sector — grab Lumentum and Coherent before they catch up to Marvell

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

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-ceo-just-hyped-the-whole-optical-sector-grab-lument--614e642d-37dc-444d-ac99-7c291c6dbda9

Nvidia's CEO Jensen Huang went on stage and hyped up Marvell as a future trillion-dollar company. That endorsement lit a fire under the entire optical-components sector — the companies that make the high-speed connectors AI data centers desperately need.

## Idea

Jensen Huang doesn't throw around compliments lightly, so when he publicly predicted Marvell will reach a trillion-dollar valuation, the market listened — Marvell jumped 18%. But the real opportunity might be in the lesser-known optical component makers like Lumentum and Coherent that are also surging. These companies build the high-speed lasers and connectors that let AI data centers talk to each other at massive scale. Alphabet just announced an $80 billion AI infrastructure budget, and every one of those data centers will need optical gear. When the biggest names in tech validate an entire supply chain at the same time, the smaller suppliers often have more room to run percentage-wise than the giants everyone already owns.

## Key details

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

## Community

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## 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
- [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
- [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

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