# Nvidia's CEO hails optical chips as the future — ride the momentum on Lumentum and Coherent

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

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-ceo-hails-optical-chips-as-the-future-ride-the-mome--67370774-c9ef-48e9-8310-65e956cdac93

Nvidia's CEO Jensen Huang publicly predicted Marvell will become a trillion-dollar company and praised optical components, sending the entire optical networking sector sharply higher.

## Idea

When the most influential figure in AI hardware publicly endorses a company and an entire supply chain, money tends to flow into that sector for days afterward. Nvidia's Jensen Huang called Marvell the next trillion-dollar company at Computex, and his bullish comments specifically highlighted the optical components that connect AI data centers together. Lumentum and Coherent make those exact components and are already surging — but if AI infrastructure spending keeps accelerating as every major tech company races to build out capacity, these suppliers could keep climbing as orders pour in.

## Key details

- Symbols: COHR, LITE, MRVL
- Timeframes: daily
- Tags: \#ai\_infra, \#momentum, \#chip\_stocks

## 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

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