$MRVL is reportedly in advanced talks to acquire $LITE and this actually makes a lot of sense. Marvell is already a major player in custom AI chips and networking, while Lumentum makes the lasers and optical components needed to move data between GPUs at extremely high speeds. And as AI clusters get bigger, the connections between those chips are becoming just as important as the chips themselves. That's why we're seeing such a big shift toward optical networking. What's interesting is that Marvell already acquired Celestial AI to expand into optical connectivity. Buying Lumentum would take that a step further by giving Marvell access to its laser technology, manufacturing capacity, and customer relationships. And remember, Lumentum has already talked about certain optical products being sold out through early 2029, with customers discussing demand into 2030. Marvell could be trying to control a much larger part of the AI networking supply chain, especially as the industry moves away from copper and toward optical connections.