Nvidia's CEO just crowned the next AI winners — grab the optical stocks powering the data-center boom
Nvidia's CEO Jensen Huang publicly predicted Marvell Technology will become a trillion-dollar company, and his bullish comments lit a fire under the entire optical networking sector. Lumentum, Coherent, Amphenol, and Broadcom all surged as investors realize these companies supply the critical components that connect AI data centers together.
Idea
When Nvidia's CEO — the single most influential voice in AI — calls Marvell the next trillion-dollar company, investors don't just buy Marvell. They hunt for the 'picks and shovels' companies that supply optical connectors and networking gear all these AI data centers desperately need. Lumentum and Coherent make the lasers and optical components; Amphenol makes the high-speed connectors. This kind of CEO-level endorsement from Jensen Huang has historically kicked off multi-week sector rallies. Buying a basket spreads the risk across several winners rather than guessing just one.
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News sources
- Why Lumentum, Coherent and other optical stocks are rocketing toward big gains — MarketWatch
- 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