$LITE might actually be a sell into the $MRVL acquisition reports
Source reports
- $LITE might actually be a sell into the $MRVL acquisition reports Not because bearish AI optics but because the economics of this deal is so bad. 1. The financing retarded Lumentum is already worth $80B+ and with a takeover premium, we’re potentially talking about a ~$100B… — @Lihong062 (X), Oct 28, 2026, 23:23 UTC
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