MRVL Marvell Technology Inc

Rumour: $MRVL in talks to buy $LITE - the deal would combine 2 of the largest players in the optical-networking sector Lumentum has a market valuation of $84.6B currently, which would be a hefty chunk of Marvell 's own $193.2 market cap (includes today sell-off). Marvell has $3.9B in cash & $5B of LT debt on its balance sheet - FY26 est'd FCF at $2.69B & FY27 FCF at $5.16B Any deal would probably lean on new shares, debt, or both Marvell already makes the signal-processing chips & silicon photonics that go into optical modules, but it relies on outside suppliers for lasers. Adding Lumentum would let Marvell build complete modules for data center networks & lets Marvell tune its chips around its own lasers to get better yields., much as $AVGO already can Note: Lumentum has said its optical components are sold out into early 2029 & that it can’t fill about 70% of demand for certain products thru 2027. Since every optical DSP Marvell ships needs a laser beside it, those shortages cap Marvell’s own growth By Lumentum’s est, China vendors make about 70% of the transceivers sold in the US & many use Marvell chips. If those modules face restrictions, a combined company w/ US-made DSPs & lasers could step into the gap Note: $NVDA is a key Lumentum customer & a rival to Marvell’s custom chip business - they might also start lining up backup laser suppliers.

$MRVL its not a buyout guy's its a possible merger nothing more, and the deal is not done!!

$MRVL seems like all margin accounts with too much leverage got wiped out and they start driving it up

$MRVL when fear take over you emotions.. and you stop thinking rationally.. 🚀🚀🚀🚀 nothing changed

$MRVL $NBIS $AXTI Dear panic seller, Do not panic sell. We will bottom soon. PEG ratios do not get this low. This doesn't make sense. This is just fear. Join us in a round of guided meditation now. Ohmm. Ohmmmm....

The S&P committee never fails to include stocks at their tops… it’s actually insane $MRVL $RDDT $BE $VRT

$MRVL I hope the Merger goes through. That would be amazing for the value of these two companies. Price will jump!

$MRVL We have lost 31 billion in market cap today on a POSSIBLE aquisition of $LITE, which has about a $80 billion market cap and is highly profitable, synergenic with Marvell, and sold out through 2029. Seems like a major overreation, especially since we dont know the terms or even if it is true or would get approved.

$MRVL At this rate their market cap will be lower than $LITE before the deal is done negotiating.

$MRVL potential acquisition of $LITE is expected to be an all-stock deal, with no significant takeover premium. The two companies have reportedly largely agreed on valuation, and a deal could be announced as soon as next week.

$MRVL Still holding 2000 shares at $188.13 … I’ll keep holding and check back in on my birthday in August 2031 n see where it’s at

$MRVL Reversals could happen fast today. A lot of overreaction out there. Some cheap stocks.

$MRVL the market is not rigged , just you are stupid as FUCK. it will go up in one moment ad we will win. You bears as always will lose,

$MRVL Hmmm, let's see... A profitable company buying an even more profitable company that streamlines their businesses. We are living in backwards land when it comes to share price movement.

$MRVL this will be good buying opportunity. Management cant do all stock deal for $LITE at current share price. Next week management will announce NO DEAL and the stock surges

$MRVL I guess mrvl will go out of business soon....record earnings more business every quarter margin better and better. Down fcking 40..I do not get this shit

$MRVL $NVDA $SMCI Just another attempt by the market to drag down tech stocks, instos want the shares and will do just about anything to get them.

$MRVL just realized $LITE has ER this Thurs. Whatever is going to happen is on a quick timetable!

$MRVL what was Jensen saying Trillion dollar company… 💩💩💩💩 My assssssssss might recover next week.

$MRVL this is a full on "the blind leading the blind" driven market crash, ai build out spend is locked in, there will be crazy money to be made many years to come for ai infrastructure