Nvidia's CEO just crowned Marvell a future trillion-dollar company — ride the optical stocks wave nobody's talking about
Nvidia's CEO Jensen Huang publicly predicted Marvell Technology will become a trillion-dollar company, sending its stock up 18%. His bullish comments about 'useful AI arriving' are also lifting optical component makers like Lumentum and Coherent — the companies that build the physical connections between AI data centers. Separately, Alphabet just committed $80 billion to AI infrastructure, adding fuel to the whole supply chain.
Idea
When the most influential voice in AI publicly endorses a company as the next trillion-dollar name, the ripple effects spread across the entire supply chain. Marvell surged 18%, but the real opportunity may be in the less obvious optical component suppliers — Lumentum and Coherent — that make the high-speed connections AI data centers literally cannot function without. Alphabet's separate announcement of $80 billion in AI spending confirms the demand is real and massive. Buying a basket of these related companies, rather than just chasing the one that made headlines, lets you capture the broader wave while spreading your risk.
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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