# Nvidia's boss hypes optical stocks at Computex — catch the AI-infrastructure ripple

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

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-boss-hypes-optical-stocks-at-computex-catch-the-ai--fd37ea81-296f-4a57-9f08-4f99f9e5460c

Nvidia's CEO Jensen Huang went on stage and praised Marvell Technology, predicting it could hit a $1 trillion valuation. His comments lit a fire under the whole optical-components sector — the companies that make the high-speed connections inside AI data centers.

## Idea

When the most influential person in AI — Nvidia's Jensen Huang — publicly praises a sector, money follows. Optical component makers like Lumentum and Coherent build the high-speed light-based connections that link thousands of chips together in AI data centers. As big tech companies like Alphabet pour $80 billion into AI infrastructure, these smaller suppliers stand to capture a big slice of that spending. The sector is already surging on Huang's comments, and history shows that when a theme gets this kind of high-profile endorsement, the rally tends to last more than a day or two.

## Key details

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

## 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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