# Nvidia's CEO hypes optical components — 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-hypes-optical-components-ride-the-momentum-on-l--c8314a13-2952-4cf2-b1f4-5eb2d618377c

Nvidia's CEO Jensen Huang went on stage and publicly praised Marvell, then talked up the entire optical-components industry. Stocks that make those parts — like Lumentum and Coherent — are surging as a result.

## Idea

When the most influential voice in AI hardware highlights a sector, money follows fast. Optical components — the lasers and connectors that link AI servers together — are suddenly in the spotlight because AI data centers can't scale without them. Lumentum and Coherent are the main suppliers, and both are already moving sharply higher on heavy volume. This isn't a one-day headline; analysts are likely to issue upgrades, and the AI infrastructure buildout is a multi-year trend keeping demand strong.

## Key details

- Symbols: COHR, LITE, MRVL
- Timeframes: H4, D1
- Tags: \#AI, \#momentum, \#semiconductor

## 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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