Jensen Huang sparks an optical-stock fire — ride the momentum on Lumentum and Coherent
Nvidia's CEO Jensen Huang publicly called Marvell the next trillion-dollar company at Computex, sending optical networking stocks soaring. At the same time, Alphabet announced an $80 billion fundraising to fuel its AI infrastructure buildout, adding more fuel to the entire AI supply chain.
Idea
Nvidia's CEO just put a massive spotlight on the optical networking space by declaring Marvell a future trillion-dollar company — and the market is re-rating the entire sector. Optical component makers like Lumentum and Coherent are the picks-and-shovels behind AI data centers, and Alphabet's $80 billion fundraising signals that the spending wave is accelerating, not slowing. When a sector gets this kind of top-down endorsement from the most important figure in AI, the second-derivative names often play catch-up fast. These stocks are still well below the valuations of the headline AI names, which leaves room for meaningful upside.
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News sources
- Broadcom Jumps 6% on Alphabet $80B AI Raise, Marvell Soars 18% on Jensen Huang's $1T Endorsement — Yahoo Finance
- Marvell stock soars as Nvidia CEO calls chipmaker 'the next trillion-dollar company' — Yahoo Finance
- Why Lumentum, Coherent and other optical stocks are rocketing toward big gains — MarketWatch