# Nvidia's CEO hypes optical components and they're surging — climb aboard Lumentum and Coherent

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

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-ceo-hypes-optical-components-and-they-re-surging-cl--9d5ec794-632e-4dd7-a9ba-e7da469008e3

Nvidia's CEO Jensen Huang praised Marvell this week, and that one comment sent optical component stocks like Lumentum and Coherent soaring. These companies make the high-speed connectors that AI data centers can't function without — and the build-out is just getting started.

## Idea

Nvidia's Jensen Huang specifically praised Marvell this week, and that sparked a rally across the whole optical components sector. Companies like Lumentum and Coherent make the high-speed cables and lasers that connect AI servers together — they're the plumbing of the AI boom. With Alphabet raising $80 billion to fund AI infrastructure and even Berkshire Hathaway signaling that AI is a lasting shift, demand for these components should keep growing. When the most influential voice in AI singles out a supply chain, the suppliers tend to keep running.

## Key details

- Symbols: COHR, LITE, MRVL
- Timeframes: 1D
- Tags: \#ai, \#semiconductors, \#momentum, \#infrastructure

## Community

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## News sources

- [Alphabet's plan to sell $80 billion in stock to fund its AI buildout isn't all bad](https://www.cnbc.com/2026/06/02/alphabets-plan-to-sell-80-billion-in-stock-to-fund-its-ai-buildout-isnt-all-bad.html) — CNBC
- [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
- [Momei Qu on Berkshire Hathaway Endorsing AI](https://www.bloomberg.com/news/videos/2026-06-02/momei-qu-on-berkshire-hathaway-endorsing-ai-video) — Bloomberg

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