# Nvidia's CEO just crowned the next AI winners — ride the optical stock surge on Lumentum and Coherent

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

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-ceo-just-crowned-the-next-ai-winners-ride-the-optic--fddb1bbc-03c2-4c3f-8878-41af3da4254a

Nvidia's CEO Jensen Huang publicly predicted Marvell Technology will become a trillion-dollar company, and Alphabet announced an $80 billion AI infrastructure push. His endorsement is lifting the entire optical-component sector — the companies that make the high-speed connectors AI data centers desperately need.

## Idea

Jensen Huang's public endorsement of Marvell as a future trillion-dollar company isn't just one man's opinion — it signals how much AI-focused companies need optical networking parts. Alphabet separately committed $80 billion to AI infrastructure, which means massive orders for the companies that build high-speed data-center connections. When the most influential figure in AI singles out a sector, money tends to flood into the lesser-known companies in that supply chain. Lumentum and Coherent are smaller, pure-play optical names that could see outsized gains as investors look for 'the next Marvell.'

## Key details

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

## 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
- [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

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