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NVIDIA's CEO hails optical tech — ride the momentum on Lumentum and Coherent

NVIDIA's CEO Jensen Huang publicly praised optical component makers, sending stocks like Lumentum and Coherent sharply higher. NVIDIA also just forecast a $200 billion market for its chips, which means the companies supplying the hardware around those chips stand to benefit.

Idea

When NVIDIA's CEO highlights a specific technology area, the companies building it tend to rally for weeks — not just one day. Optical components are the connectors that let AI data centers talk to each other at high speed, and demand is surging. Lumentum and Coherent are pure-play suppliers here. The broader AI rally is still running hot, and these smaller optical companies often keep climbing even after the initial pop because investors keep discovering them.

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COHRLITEMRVL1D#momentum#ai_infrastructure#nvidia_ecosystem

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