# Nvidia's CEO just crowned Marvell the next trillion-dollar company — ride the optical AI wave

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

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-ceo-just-crowned-marvell-the-next-trillion-dollar-c--e813dcd3-44db-4871-8f52-bdb76d6e2357

Nvidia's CEO Jensen Huang publicly said Marvell Technology will become a trillion-dollar company, sending its stock up 18%. His bullish comments also lit a fire under optical component makers like Lumentum and Coherent that build critical hardware for AI data centers.

## Idea

When the most influential figure in AI publicly declares a company the next trillion-dollar player, institutional money floods in. Marvell surged 18%, but the lesser-known winners are the optical component suppliers like Lumentum and Coherent. These companies make the lasers and connectors that wire together AI supercomputers — and demand is exploding as companies like Alphabet commit $80 billion to AI infrastructure. Optical stocks are still small enough that big AI spending announcements move them significantly, giving traders an outsized upside opportunity.

## Key details

- Symbols: COHR, LITE, MRVL
- Timeframes: Daily
- Tags: \#ai, \#momentum, \#optical

## Community

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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
- [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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