Nvidia's CEO just lit up the entire optical-chip sector — momentum play on Lumentum and Coherent
Nvidia's CEO Jensen Huang publicly predicted Marvell Technology will become a trillion-dollar company at the Computex trade show. His comments lit a fire under the whole optical-chip sector, sending Lumentum, Coherent, and other suppliers sharply higher.
Idea
Jensen Huang's public endorsement of Marvell at Computex is one of the strongest single-stock catalysts in recent memory — he literally predicted a $1 trillion valuation. That kind of signal from the most important person in AI hardware doesn't just move one stock; it lifts the entire optical-components supply chain because those companies make the high-speed connectors and lasers that AI data centers can't function without. Lumentum and Coherent are direct beneficiaries that were already climbing but still trade at a fraction of Marvell's valuation, meaning they have more room to run. With Alphabet simultaneously announcing an $80 billion AI infrastructure raise, demand signals for optical gear are coming from every direction at once.
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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
- Why Lumentum, Coherent and other optical stocks are rocketing toward big gains — MarketWatch
- Marvell stock soars as Nvidia CEO calls chipmaker 'the next trillion-dollar company' — Yahoo Finance