This $MRVL/ $LITE deal becomes really bullish for $AAOI for two reasons. Even with no premium on the deal....currently LITE is 12x or so…

First reported Oct 30, 2026, 19:04 UTC

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This $MRVL/ $LITE deal becomes really bullish for $AAOI for two reasons. Even with no premium on the deal....currently LITE is 12x or so AAOI market cap. AAOI 2028 capacity is set to be half of LITE's. Yes there's execution risk, I'm well aware and was one of the few pounding… — @joedab12 (X), Oct 30, 2026, 19:04 UTC

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