# Nvidia's boss just lit a fire under optical stocks — catch the AI networking wave on Lumentum and Coherent

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

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-boss-just-lit-a-fire-under-optical-stocks-catch-the--9a5a4ab9-debb-47b2-8b15-6ff81e5ef797

Nvidia's CEO Jensen Huang publicly predicted that Marvell Technology will reach a $1 trillion valuation and praised the company on stage at a major tech conference. His comments immediately sent optical networking stocks like Lumentum and Coherent soaring, because these companies make the parts that connect AI data centers together.

## Idea

When Nvidia's Jensen Huang — arguably the most influential voice in AI right now — publicly hypes a sector on stage at a major conference, investors listen. He specifically called out Marvell and said we've entered the era of 'useful AI,' which is lighting up the entire supply chain of optical components. Lumentum and Coherent make the lasers and connectors that AI data centers desperately need, so they're direct beneficiaries. These stocks are already moving fast, but the conference is still ongoing, which means more headlines and excitement could keep pushing them higher over the next week or two.

## Key details

- Symbols: COHR, LITE, MRVL
- Timeframes: D
- Tags: \#ai\_infrastructure, \#optical\_networking, \#nvidia\_catalyst

## 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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