# Nvidia boss hails AI optics — momentum play on Lumentum and Coherent

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

> Canonical page: https://commonquant.ai/research/for-you/nvidia-boss-hails-ai-optics-momentum-play-on-lumentum-and-co--d430e0c0-913d-491c-aaf4-e19ca66379f0

Nvidia's CEO Jensen Huang spoke highly of Marvell, sparking a massive rally in optical component stocks like Lumentum and Coherent.

## Idea

Optical components are the backbone of AI data centers, transmitting data at lightning speeds. When the CEO of Nvidia—the leader in AI chips—praises this sector, it signals that massive orders are coming. This kind of high-level endorsement often kicks off a wave of momentum as investors rush to buy the 'picks and shovels' of the AI boom. The rally in optical stocks has just started and likely has room to run.

## Key details

- Symbols: COHR, LITE, MRVL
- Timeframes: 1D
- Tags: \#momentum, \#AI, \#earnings

## 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

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