# Nvidia's CEO just hyped Marvell and optical stocks are flying — catch the AI supply-chain rally

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

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-ceo-just-hyped-marvell-and-optical-stocks-are-flyin--e72f168a-bfef-493e-8e55-5285ed972b1a

Nvidia's CEO Jensen Huang publicly praised Marvell Technology and predicted it could reach a $1 trillion valuation. His comments lit a fire under optical-component stocks like Lumentum and Coherent, which supply critical hardware for AI data centers.

## Idea

When the most influential voice in AI — Nvidia's Jensen Huang — publicly says Marvell could be worth $1 trillion, the market pays attention. His endorsement is spilling over into the companies that make the optical connectors and lasers those AI data centers desperately need. Lumentum and Coherent both jumped on the news, and this kind of supply-chain enthusiasm tends to build on itself as investors look for the 'next beneficiary' of AI spending. With AI infrastructure buildouts accelerating (Alphabet alone is raising $80 billion for AI), demand for optical components should keep climbing.

## Key details

- Symbols: COHR, LITE, MRVL
- Timeframes: H4
- Tags: \#ai\_infra, \#semiconductors, \#momentum

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## News sources

- [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
- [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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