Outlier Capital(@outliercapx):A lot of you have been asking me to weigh in on the $MRVL / $LITE rumor. IMO, the leak probably killed the deal (if not closed yet). $MRVL has been getting hit while $LITE has ripped higher, so any premium and the dilution just got meaningfully worse. Hard to see that deal closing on attractive terms now. I think the idea makes sense, securing InP lasers is a pretty smart hedge if you’re worried about the CPO transition hitting your DSP franchise. Feels like a cleaner and more realistic target at this point could be $AAOI…

2026.10.29 07:56

A lot of you have been asking me to weigh in on the $MRVL / $LITE rumor. IMO, the leak probably killed the deal (if not closed yet). $MRVL has been getting hit while $LITE has ripped higher, so any premium and the dilution just got meaningfully worse. Hard to see that deal closing on attractive terms now. I think the idea makes sense, securing InP lasers is a pretty smart hedge if you’re worried about the CPO transition hitting your DSP franchise. Feels like a cleaner and more realistic target at this point could be $AAOI…

102

커뮤니티로 전달

인기 있는 사용자