# Nvidia's CEO lights a fire under optical stocks — catch the AI infrastructure rally on Lumentum and Coherent

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

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-ceo-lights-a-fire-under-optical-stocks-catch-the-ai--ced659ba-e35d-4906-b145-f429f24c2a6f

Nvidia's CEO Jensen Huang went on stage praising Marvell Technology and said the era of 'useful AI' has arrived. His comments are lifting the entire optical component industry — companies that make the high-speed connections AI data centers depend on.

## Idea

When Nvidia's CEO talks up a company on stage at a major tech conference, the whole supply chain tends to move — and that's exactly what's happening with optical component makers like Lumentum and Coherent. These companies build the high-speed light-based connections that AI data centers desperately need more of. With Marvell getting a huge endorsement and the broader AI rally pushing the S&P higher for nine straight days, the appetite for anything AI-infrastructure is extremely strong right now. The move is broad-based across the sector, which usually means it's not just a one-day blip.

## Key details

- Symbols: COHR, LITE, MRVL
- Timeframes: D
- Tags: \#AI, \#semiconductors, \#momentum

## Community

- Upvotes: 0
- Views: 0
- Copies: 0
- Cosigns: 0

## 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

## Related ideas

- [Massive $5.4 billion floods into chip stocks — ride the wave on SOXX](https://commonquant.ai/research/for-you/massive-5-4-billion-floods-into-chip-stocks-ride-the-wave-on--fe049096-c3e9-4e9b-998d-3c9ac9783518)
- [Nvidia chips are delayed but Meta is making their own — rotate into software](https://commonquant.ai/research/for-you/nvidia-chips-are-delayed-but-meta-is-making-their-own-rotate--88452303-dd1c-4d0a-a8eb-86fd695bcfbe)
- [Trillion-dollar chip giant SK Hynix hits Wall Street — ride the IPO momentum](https://commonquant.ai/research/for-you/trillion-dollar-chip-giant-sk-hynix-hits-wall-street-ride-th--c926a38b-c32d-441b-b524-1c3f68b51002)

## Related

- [COHR trade ideas](https://commonquant.ai/stocks/cohr)
- [LITE trade ideas](https://commonquant.ai/stocks/lite)
- [MRVL trade ideas](https://commonquant.ai/stocks/mrvl)
- [Latest market news](https://commonquant.ai/news)