Intelligence Analysis in Market Context
By Analysis.org
Marvell fell more than 8% after hours on reports that it is in advanced talks to buy Lumentum, while Lumentum jumped about 10%. That is the market's reflex for any large deal likely paid partly in stock. It prices the dilution on day one and leaves the strategy for later. The strategy here deserves a price now. Every AI cluster that grows past a single rack runs on light. … [Read more...] about The Bull Case for Marvell Buying Lumentum Is Owning the AI Laser Bottleneck
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