# Nvidia's CEO just boosted optical stocks across the board — catch the AI hardware ripple effect

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

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-ceo-just-boosted-optical-stocks-across-the-board-ca--76ca03e8-5eeb-4658-8b34-6d30fd105124

Nvidia's CEO Jensen Huang publicly predicted that Marvell Technology will hit a $1 trillion valuation, and his comments lit a fire under the entire optical component sector — companies like Lumentum and Coherent that supply the hardware connecting AI data centers are surging.

## Idea

When Nvidia's Jensen Huang talks up an entire supply chain on stage at a major trade show, the market listens — and right now he's shining a spotlight on the optical component makers that connect AI data centers together. These companies make the high-speed links that AI systems can't function without, so every dollar spent on AI infrastructure flows through to their order books. The sector as a whole is moving, which means there's broad investor excitement rather than just a one-stock story. That kind of group momentum tends to persist for weeks as fund managers rotate money into the theme.

## Key details

- Symbols: COHR, LITE, MRVL
- Timeframes: 1D
- Tags: \#ai\_infrastructure, \#sector\_rotation, \#optical\_networking

## Community

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## News sources

- [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
- [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

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