Nvidia's CEO hypes Marvell and optical stocks explode — ride the AI plumbing rally
Nvidia's CEO Jensen Huang publicly praised Marvell Technology and said it could reach a $1 trillion valuation, sparking a huge rally in optical component makers like Lumentum and Coherent. These companies build the high-speed connectors that AI data centers can't function without.
Idea
Nvidia's CEO just went on stage and said Marvell could be worth $1 trillion — and his comments are lifting the entire optical component sector because these are the companies that physically connect AI servers together at blazing speeds. When the most influential voice in AI endorses a supply chain, money tends to flow into every company in that chain, not just the one he named. Lumentum and Coherent are smaller, less well-known names that are seeing surging demand as big tech companies like Alphabet pour $80 billion into AI data centers. These optical stocks are still under the radar for most investors, which means they may have more room to run before the trade gets crowded.