# Nvidia's CEO hails Marvell as a future trillion-dollar company, optical stocks rocketing — ride the momentum on Marvell, Lumentum, and Coherent

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

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-ceo-hails-marvell-as-a-future-trillion-dollar-compa--b15827ec-d55e-4d1f-99c0-5e97536aa6a0

Nvidia's CEO Jensen Huang publicly predicted Marvell will reach a $1 trillion valuation, sending optical component stocks surging across the board.

## Idea

Nvidia's Jensen Huang called Marvell a future trillion-dollar company on stage at Computex, and his words carry enormous weight in the chip world — he's rarely wrong about where the industry is heading. Optical component makers like Lumentum and Coherent are the picks-and-shovels play here: they make the parts that connect AI data centers together at lightning speed. When the most influential voice in AI chips endorses an entire supply chain, money tends to flow into the smaller suppliers that haven't fully priced in the demand yet. These stocks are already moving fast, but the AI infrastructure spending cycle is just getting started, which means the momentum likely has room to run.

## Key details

- Symbols: COHR, LITE, MRVL
- Timeframes: H4
- Tags: \#ai\_infrastructure, \#momentum, \#optical\_networking

## 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
- [Broadcom Jumps 6% on Alphabet $80B AI Raise, Marvell Soars 18% on Jensen Huang's $1T Endorsement](https://finance.yahoo.com/markets/stocks/articles/broadcom-jumps-6-alphabet-80b-132541999.html) — Yahoo Finance
- [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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