# Nvidia chief hails Marvell as a future trillion-dollar company — ride the optical stock rally

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

> Canonical page: https://commonquant.ai/research/for-you/nvidia-chief-hails-marvell-as-a-future-trillion-dollar-compa--d011faa9-c9f5-43c2-be5e-18b1417a3170

Nvidia's CEO Jensen Huang publicly predicted Marvell Technology will reach a $1 trillion valuation, sending optical component stocks like Lumentum and Coherent sharply higher. The AI rally is now spilling over into Asian markets as well.

## Idea

When Nvidia's CEO singles out a company on stage at a major trade show and predicts a trillion-dollar future, investors pay attention. His comments about Marvell are igniting broad buying in the optical component makers that connect AI data centers together. Lumentum and Coherent are already surging, and with Asian markets set to extend the AI rally globally, the momentum likely has room to run. The AI infrastructure buildout is being validated at the highest levels — even Berkshire Hathaway is now endorsing AI as a durable shift — which gives this theme staying power beyond a one-day pop.

## Key details

- Symbols: COHR, LITE, MRVL
- Timeframes: 1D
- Tags: \#ai\_momentum, \#semiconductors, \#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
- [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
- [Asian Stocks Poised to Gain as AI Rally Extends: Markets Wrap](https://www.bloomberg.com/news/articles/2026-06-02/asian-stocks-poised-to-gain-as-ai-rally-extends-markets-wrap) — Bloomberg

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