# NVIDIA's CEO hails optical tech — 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-tech-ride-the-momentum-on-lumentu--8dd1dbe8-1e4d-489f-b9a1-87e807c77e9e

NVIDIA's CEO Jensen Huang publicly praised optical component makers, sending stocks like Lumentum and Coherent sharply higher. NVIDIA also just forecast a $200 billion market for its chips, which means the companies supplying the hardware around those chips stand to benefit.

## Idea

When NVIDIA's CEO highlights a specific technology area, the companies building it tend to rally for weeks — not just one day. Optical components are the connectors that let AI data centers talk to each other at high speed, and demand is surging. Lumentum and Coherent are pure-play suppliers here. The broader AI rally is still running hot, and these smaller optical companies often keep climbing even after the initial pop because investors keep discovering them.

## Key details

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

## 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
- [NVIDIA (NVDA): Forecast of $200 Billion Market for CPUs Includes China, Reports CNBC](https://finance.yahoo.com/sectors/technology/articles/nvidia-nvda-forecast-200-billion-115752272.html) — Yahoo Finance

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