# Nvidia's CEO just crowned Marvell the next $1T company — ride the optical supplier wave on Lumentum and Coherent

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

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-ceo-just-crowned-marvell-the-next-1t-company-ride-t--d1911f09-7a7e-45be-9552-1d28a8dc85fd

Nvidia's CEO Jensen Huang publicly predicted Marvell Technology will reach a $1 trillion valuation. That endorsement is lifting the entire optical-components sector — companies like Lumentum and Coherent that make the high-speed connectors AI data centers desperately need.

## Idea

When the most influential voice in AI hardware singles out a company as the next trillion-dollar name, investors don't just buy that stock — they buy the whole supply chain around it. Lumentum and Coherent make the lasers and optical switches that connect AI servers together, the exact bottleneck Nvidia and Marvell are trying to solve. With AI spending still accelerating and Alphabet alone raising $80 billion for AI infrastructure, demand for optical parts should keep climbing. These smaller suppliers tend to move faster and harder than the big names everyone already knows.

## Key details

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

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## News sources

- [Marvell stock soars as Nvidia CEO calls chipmaker 'the next trillion-dollar company'](https://finance.yahoo.com/markets/article/marvell-stock-soars-as-nvidia-ceo-calls-chipmaker-the-next-trillion-dollar-company-130932917.html) — Yahoo Finance
- [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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