# Nvidia's CEO just hyped the entire optical sector — ride the momentum in Lumentum and Coherent

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

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-ceo-just-hyped-the-entire-optical-sector-ride-the-m--62f1980d-9a26-4e06-9d0a-a04b3e26ff21

Nvidia's CEO publicly praised Marvell Technology on stage, saying it could reach a $1 trillion valuation. His comments lit up the entire optical-component sector, sending stocks like Lumentum and Coherent sharply higher.

## Idea

When the CEO of Nvidia — the company at the center of the AI boom — singles out a sector on a big stage, investors tend to pile in fast. Optical components like those made by Lumentum and Coherent are the plumbing that connects AI data centers together, so demand is directly tied to the AI buildout. This kind of high-profile endorsement often kicks off a multi-day momentum run as funds reallocate toward the theme. The 9-day S&P 500 winning streak also means risk appetite is high, amplifying the upside for these high-beta names.

## Key details

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

## 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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