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Nvidia boss hypes optical components — ride the momentum on Lumentum and Coherent

Nvidia's CEO just predicted that Marvell will become a trillion-dollar company, sparking a massive rally in the entire optical networking sector.

Idea

Optical components are the plumbing that connects AI data centers together, so when the AI industry leader says demand is exploding, companies supplying those parts see a direct benefit. Nvidia's CEO just praised Marvell, and his comments are lifting the entire sector as investors realize optical names are critical to the AI build-out. Lumentum and Coherent are rocketing on this newly discovered demand. This kind of high-level industry endorsement often leads to a multi-day rally as more money rotates into these stocks.

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COHRLITE1D#momentum#ai

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