LITE Lumentum Holdings Inc

$LITE $MRVL MRVL buying LITE is the GREATEST deal in semiconductors. Nobody builds AI infrastructure like these two together. Believe me. LITE is a BEAST — sold out, growing like crazy, and the market is giving it away at a discount right now. The doubters are wrong, the shorts are wrong, everybody knows it. This combo is UNSTOPPABLE. Holding both. The future is AI, and MRVL + LITE OWN it. Tremendous!

$LITE $MRVL HAS anyone ever heard of a buyout. announced at $1,132, only to have the stock drop to below 600 in 4 days??? Management needs to call this off. Both sides agree to no breakup fee. Just chalk it up to incompetence.

$LITE Guys, it can get much Fing worse than the last week. CEO needs to call the merger off. and get something positive out about this company

$LITE this was over 1k on buyout news 8 days ago. Now cut in half. That is one of the craziest things I have ever seen for a nonpenny stock.

$LITE Lumentum should be trading at 4.5 times the price of Marvell. This would be the math: 164x4.5 = 738 Lite currently trades at 639 Why is there this steep discount??

$LITE its all just fun 🎟s... 😁 still bullish just have to find another support zone looks like $550 and $320 up next!

The price action of $LITE is now inexplicably linked to the price action of $MRVL. That will remain the case unless the deal is terminated.

$LITE 1 week $450 drop zero bounce back…deal will be dropped..makes zero sense for shareholders at this deal structure…by now from the moves coming..

$LITE Adding on each pull back. Anthropic is going IPO mid-month. Usually very positive. Backlog is huge too. Analysts are raising price targets. Politicians will step in at some point to stop market bleeding. They also have 401Ks. Good luck to everyone! Not easy I know.

$LITE oh great Hurleston is going to be on CNBC. He can announce his resignation live on tv.

$LITE $MRVL These will all of a sudden be up 15-20% overnight and you’ll have wish you were buying in this week i’m putting my money where my mouth is and I still have more dry powder to buy!

$LITE this will be the fastest mural break up for a deal in history. Both ceos should be fired for incompetence. Lite investors will never approve this deal, never the way it was structured. Incompetence ceo literally wiped 1/4 of cap on 2 days of rejection. Nobody want marvel stock. They want a set payout. Buy everything as this dip holds. Management has no choice to amend this or deal is dead in the water.

$LITE $MRVL Last night I got back in $SOXL, looks like most of the bad news has passed for now and $SOXX did a split.

$LITE $MRVL Right now buying LITE is like buying 4.5 future MRVL shares at a 14.6% discount. That’s crazy. Is this AI dip an overreaction? I personally love MRVL. The LITE arbitrage play even if it takes 18 months would be a steal.🤔🤔🤔

$LITE If marvel stock goes to 0 we must owe money to marvell shareholders? just to understand how dumb this market works

$LITE Just how embarrassed is the management of both these companies? The incompetence is staggering. Call this disaster off.

$LITE The CEOs are trying to PUSH this down as much as possible, to give Marvell a discount for the Merger.

$LITE when they call off the merger the stock pops $300 Remember sonething a la LITE SNDK MU WDC etc The dot com boom and bust was a fugazi No revenue no earnings. These memory and fiber AI companies are generating BILLIONS AND BILLIONS and sre at the start of a revolution THE VERY SOON FORTHCOMING SNAPBACK WILL BE UNBELIEVABLE! buy more youll see

$LITE deal is dead in the water at marvel stock price..anything under $900 will never get approved.

$LITE $MRVL PUTTING SOME PERSPECTIVE HERE: The entire AI sector is selling off. The blue wave anti-AI & data center specific policies have spooked investors. Yes, optics is a critical part of that. Therefore, the major drop we are seeing isn't specifically tied to the merge announcement anymore. We're seeing a compression of the whole AI. Other solids earnings reporters, like $COHR , $ARM , $AMD all got punished due to macro changes due to midterms. Don't expect MRVL LITE to cancel the merger or announce it anytime soon. If they did it still won't overcome the immediate macro fears. Therefore folks, push out your strategy to next year and wait for macro conditions to improve. Then we can expect either cancelled merger or some new positive catalyst to get announced. AI is NOT going away, it is just going to run a little slower and if the data center build out doesn't happen in US, it'll still happen outside somewhere. Be patient and hodl. Cheers