Nvidia's CEO just lit a fire under optical stocks — catch the momentum wave
Nvidia's CEO Jensen Huang just publicly predicted Marvell Technology will reach a $1 trillion valuation and praised optical connectivity as essential for AI. That sent optical component makers like Lumentum and Coherent surging, and HPE also rose on strong AI-driven server demand.
Idea
Optical components are the high-speed cables and lasers that connect AI servers together — and Nvidia's CEO just told the world they're critical infrastructure. When the most influential voice in AI singles out a sector, institutional money often follows. Lumentum and Coherent are pure-play optical stocks that rocketed on his comments but are still small enough that sustained buying could push them significantly higher. HPE's concurrent earnings beat, driven by AI server demand, confirms the buildout is real and accelerating.