# Nvidia CEO hails AI optical suppliers — accumulate Lumentum, Coherent, and Marvell

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

> Canonical page: https://commonquant.ai/research/for-you/nvidia-ceo-hails-ai-optical-suppliers-accumulate-lumentum-co--749b8cb2-3cc7-4b5b-a000-ba3d0989835d

Nvidia's CEO Jensen Huang publicly praised Marvell Technology and said it could reach a $1 trillion valuation. That endorsement sparked a rally across companies that make optical components — the parts that connect AI data centers together.

## Idea

Nvidia's CEO just gave a huge public endorsement to Marvell Technology, and his comments about the 'age of useful AI' sent all optical component stocks surging. Optical components are the physical connectors that let AI data centers talk to each other at high speed — they're picks-and-shovels plays on the AI buildout. When a respected industry leader like Jensen Huang sparks a sector-wide rally, it often continues for days as fund managers reposition. Alphabet also just announced an $80 billion stock sale to fund AI infrastructure, confirming this spending cycle is accelerating. Spread bets across a few optical names to catch the broad trend while limiting damage if any single company stumbles.

## Key details

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

## 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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