# Nvidia's boss just hyped the AI wiring companies — catch the momentum on Lumentum and Coherent

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

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-boss-just-hyped-the-ai-wiring-companies-catch-the-m--c3d30e5a-7ba6-4547-aadb-342396f5f6ac

Nvidia's CEO Jensen Huang publicly praised Marvell Technology and said useful AI has arrived. His comments lit a fire under optical-component stocks — the companies that make the high-speed connections inside AI data centers.

## Idea

When Nvidia's CEO — arguably the most influential voice in AI right now — goes on stage and says a company will hit a $1 trillion valuation, investors listen. His comments about Marvell didn't just boost that stock; they ignited the entire optical-components sector because these are the companies that build the high-speed connections AI data centers desperately need. Lumentum and Coherent are the key suppliers here. When the biggest names in tech are pouring hundreds of billions into AI infrastructure, the companies providing the wiring are in high demand.

## Key details

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

## 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

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