Nvidia's boss hypes optical stocks as AI's backbone — buy the dip on Lumentum and Coherent after the initial surge
Nvidia's CEO Jensen Huang went on stage and said Marvell Technology could be worth $1 trillion, and praised the whole optical-components industry. That sent stocks like Lumentum, Coherent, and Marvell sharply higher.
Idea
When the most influential person in AI — Nvidia's Jensen Huang — publicly says a company will hit a $1 trillion valuation, investors listen. His comments didn't just lift Marvell; they ignited broad excitement for the optical-components companies that make the high-speed connections AI data centers desperately need. These stocks are rocketing, but after an initial surge they often pull back before continuing higher. Buying on that short-term dip gives you a better entry while still capturing the longer-term trend of massive AI infrastructure spending.