My thoughts on $LITE x $MRVL - Horrific timing with current AI sentiment. Most takes on X right now are just noise, too early. Lots of confusion and angst, de-risking. Shorts pressing $MRVL affecting $LITE now values are pegged. Midterms tomorrow. - I think $LITE is worth well into $1k/share. Also Laser + DSP co-design should lift margins. If Jensen said $MRVL to $1T well this might be what it takes to build that super stock. - Arguments that prev semi acquisitions have marked a top in prev cycle. But this buildout has changed how we view semis and not sure now those arguing this time is different are starting drawing parallels now 😂 - Market is probably disappointed $NVDA not involved or providing blessing? Way different reaction if Jensen bought it, sigh. - Timing on 2028, this is the most short term trading market ever. Regulatory approvals are a factor too. Many just don't want to wait. - I think as an AI infra investor just have to sack up here and not capitulate, I mean conditions are garbage. Not selling $LITE here or in any of my funds. Unfortunate timing, weird deal structure, but $LITE is not valued properly here. Got to tough this out. - Biggest takeaway is this is bullish for photonics overall. $COHR / $AAOI now should command more premium with $LITE off board. Core businesses are the same. Only stock prices have moved. Are you really going to dump AI for value? AI investors should listen to some David Goggins or something.