# Nvidia's CEO hails Marvell as the next $1T company — ride the spillover into optical suppliers 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-the-next-1t-company-ride-the-s--cefbda03-28de-457d-a346-cab220244c61

Nvidia's CEO Jensen Huang publicly endorsed Marvell as a future trillion-dollar company at a major tech conference. His comments lit a fire under the entire optical-components sector — the companies that make the high-speed connectors AI data centers depend on.

## Idea

Nvidia's CEO just told a packed conference that Marvell is headed for a trillion-dollar valuation, and Alphabet is pouring $80 billion into AI infrastructure. The companies that make optical connectors — Lumentum and Coherent — are the picks-and-shovels play here: every new AI data center needs their high-speed parts to link chips together. These stocks are rallying hard but still trade at a fraction of Marvell's valuation, so there's room for catch-up. When the biggest names in AI signal this kind of spending, the suppliers tend to keep running for weeks.

## Key details

- Symbols: COHR, LITE, MRVL
- Timeframes: 1D
- Tags: \#ai\_infrastructure, \#optical\_components, \#momentum

## Community

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

## 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
- [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

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