# Nvidia's CEO just lit a fire under optical stocks — 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-just-lit-a-fire-under-optical-stocks-ride-the-m--7b3c276d-2bf2-49a3-abb7-ce8730950f93

Nvidia's CEO Jensen Huang went on stage and publicly predicted Marvell Technology will hit a $1 trillion valuation, calling this the age of 'useful AI.' That endorsement is igniting a rush into optical component makers — the companies that build the high-speed connectors and lasers data centers need to keep AI systems running.

## Idea

When Nvidia's CEO singles out a company and its ecosystem on stage at a major trade show, investors tend to pour money into the entire supply chain. Optical component makers like Lumentum and Coherent are the behind-the-scenes suppliers that make AI data centers physically work — they provide the high-speed connections between servers. With Alphabet announcing $80 billion in AI funding and SoftBank committing €75 billion to a French data hub, the buildout is massive and real. These optical stocks are still early in their move and have room to run as more AI infrastructure spending flows through.

## Key details

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

## 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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