Outlier Capital
@outliercapx
The Founder.
Asymmetric stocks. Generational wealth.
Portfolio target: 5x+ returns in 5 years.
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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…
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