# Nvidia boss predicts Marvell will hit $1 trillion — catch the AI chip rally

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

> Canonical page: https://commonquant.ai/research/for-you/nvidia-boss-predicts-marvell-will-hit-1-trillion-catch-the-a--8c867f2f-b56c-4aa5-86a7-a86ae3740d22

Nvidia's CEO publicly stated that Marvell Technology is on its way to a $1 trillion valuation, causing its stock to soar. This endorsement is also sparking a massive rally in other companies that build the physical parts for AI systems.

## Idea

When the most influential leader in artificial intelligence publicly endorses a company as the next trillion-dollar giant, the market pays attention. Marvell is seeing a massive surge because investors trust Nvidia's prediction. This enthusiasm is spilling over into optical component makers like Lumentum and Coherent, which make the physical building blocks for these new AI systems. As big tech companies continue to pour money into AI, the companies supplying the hardware stand to benefit greatly.

## Key details

- Symbols: COHR, LITE, MRVL
- Timeframes: D1
- Tags: \#ai, \#semiconductors, \#momentum

## 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
- [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

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