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Jim Cramer Notes NVIDIA’s Investment in Lumentum and Coherent and Highlights the “Better Performer”

Mar 14, 2026 &03411414202631; 14:41 UTC finance.yahoo.com Trending 3/5

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Positive for markets

Sentiment score: +65/100

Moderate impact Medium-term (weeks)

WHAT THIS MEANS

Jim Cramer highlights NVIDIA's strategic investments in optical component manufacturers Lumentum and Coherent, identifying one as the superior performer. This signals NVIDIA's commitment to securing supply chain advantages in high-speed data center interconnect technology, which is critical for AI infrastructure expansion.

AI CONFIDENCE

75% High

SENTIMENT GAUGE

NEWS POWER SCORE

AFFECTED ASSETS

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NVIDIA

NVDAStock

Expected to rise

Strategic vertical integration in optical networking supply chain strengthens competitive moat and ensures supply security for AI data centers

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LUMN

LUMNStock

Expected to rise

Direct beneficiary of NVIDIA investment and partnership for optical interconnect components in AI infrastructure

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COHR

COHRStock

Expected to rise

Competing optical component supplier receiving NVIDIA backing for high-speed data center solutions

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S&P 500

^GSPCIndex

Expected to rise

Positive sentiment for semiconductor and AI infrastructure ecosystem stocks

PRICE HISTORY

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⚡ SUGGESTED ACTION

Consider long positions in NVDA and its optical component suppliers (LUMN, COHR) as NVIDIA's supply chain investments validate the critical role of optical interconnects in AI infrastructure. Monitor which company Cramer identifies as the 'better performer' for targeted allocation.

KEY SIGNALS

NVIDIA securing optical component supply chainStrategic investments in critical AI infrastructureSupply chain resilience for data center interconnectsCompetitive advantage through vertical integrationValidation of optical networking importance for AI scaling

SECTORS INVOLVED

SemiconductorsTechnology HardwareOptical NetworkingData CentersArtificial Intelligence

Analysis generated on Mar 16, 2026 at 12:26 UTC

Disclaimer: This analysis is generated by artificial intelligence for informational purposes only and does not constitute financial advice, investment recommendation, or solicitation. Original reporting by Yahoo Finance. Always conduct your own research and consult a qualified financial advisor before making investment decisions.

Jim Cramer Notes NVIDIA’s Investment in Lumentum and Coherent and Highlights the “Better Performer”

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