Oli(@OInvests):Marvell is buying Lumentum. 4.5 $MRVL shares for every $LITE share. A $115B enterprise value, all stock. In June, Jensen told Marvell's CEO: "You're going to be the next trillion-dollar company." How do you get there? You own the infrastructure layer. Marvell's custom chips plus Lumentum's optics: the compute and the light that connects it.

Oli

@OInvests

AI infrastructure investor. Power, cooling, memory, networking: the bottlenecks. MA Economics | UK senior treasury analyst | Public track record since 2025

参加 August 2025

400 フォロー中 5.9K ファン

Oli@OInvests

2026.11.02 13:10

Marvell is buying Lumentum. 4.5 $MRVL shares for every $LITE share. A $115B enterprise value, all stock. In June, Jensen told Marvell's CEO: "You're going to be the next trillion-dollar company." How do you get there? You own the infrastructure layer. Marvell's custom chips plus Lumentum's optics: the compute and the light that connects it.