# Nvidia's CEO just crowned the optical-supply chain as AI's next big winners — momentum play on Marvell, Lumentum, and Coherent

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

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-ceo-just-crowned-the-optical-supply-chain-as-ai-s-n--e6489352-c632-4495-9783-20d6ca105bd2

Nvidia CEO Jensen Huang just called Marvell Technology the next trillion-dollar company on stage at a major tech conference, and separately praised the whole optical-components industry. That is sending stocks like Lumentum, Coherent, and Marvell sharply higher as investors pile into the picks-and-shovels behind AI data centers.

## Idea

Jensen Huang's public endorsement of Marvell and his broader bullishness on optical components is the kind of high-conviction signal that moves money fast. These companies make the lasers and connectors that AI data centers desperately need, so demand is real and growing. When the most influential voice in AI tells the world a sector is critical, institutional investors tend to follow. The momentum is strong right now, and these stocks could keep running as more AI infrastructure spending gets announced.

## Key details

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

## Community

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## News sources

- [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
- [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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