LITE Lumentum Holdings Inc

$LITE $MRVL deal looks like it was a Donald J. Trump special. Only an exceedingly stupid individual with half a dozen bankruptcies would structure a deal like

$LITE $MRVL Usually, M&A makes the target moon or the acquirer bleed. Somehow, these geniuses managed to make BOTH stocks implode. Marvel getting disrupted as a fabless, Lumentum selling itself like it doesn’t believe it’s worth $10. Two shit companies, one shit deal. A masterclass in shareholder value destruction. 😂

$LITE i think most of you, guys, miss the point. Do you think both companies' management is incompetent and short-sighted? Of course, the deal would be bad if $MRVL were to stay where it is, or add only 20% to its value by 2028. But the whole point is the synergy. It becomes a totally different game now. It paves $MRVL a way to become a billion-worth company, and that is where it gets interesting for $LITE shareholders. Unless one believes the whole AI-story to collapse soon, there is a little doubt we shall see $MRVL back to 220+ early next year - and $LITE at 900+, and that's just a beginning...

$LITE $MRVL curious why is everyone keep using the 115b$ payment for this deal. It’s 4.5 to 1 stock value. That would greatly fluctuate the $ payment. 115b is long gone, it’s significantly less at current stock levels, which means less dilution.

$LITE Once the stock recovers to their original high stock holders will be fine with the merger. The short term quick dip is making the investors nervous. $MRVL and $LITE will be working as seperate company for a year so we should not be overreacting so much now.

$LITE I think we should sue the reporters publishing misleading headlines saying $115 billion deal. This is absolutely incorrect

$LITE This deal may have made sense for $MRVL for strategic reasons but it was NOT necessary for LITE. It is a disaster for LITE shareholders. The stock was over $1000 just days ago. UNFORGIVABLE move by Board and CEO. Any upside in the LITE business is now traded away for 4.5x MRVL shares (wait for it) IN 2029!!! If you like that idea then just own MRVL. There is NO reason to be a LITE shareholder. Disgraziad! I deplore the class action lawsuit industry complex but this is a rare case one is justified. And if you do hold on, VOTE NO!

$LITE $MRVL everything points to long-term positive for $MRVL. Wait for the algo puke to end then load up

$LITE $MRVL maybe they will mutually back out with no penalties. Destroyed so much value here. But who knows how long it will take for them to do a mea culpa…

$LITE $MRVL Path to unwinding this merger is incredibly difficult. LITE board unanimously approves of this and recommends shareholders to agree.

$LITE $MRVL MRVL's average analyst PT is $340 .. you can do the math to see the opportunity vs the buyout value and LITE's current price. LITE is a solid short term and long term holding from here.

$LITE $MRVL both these stocks will recover. The losers are who are overreacting and selling it cheap.If you want $1100 plus for your stock buy or keep the stock!!

$LITE $MRVL when deal falls through these will recover... but who knows how long that will take. Hoping Mr Market will bully both parties to cave... ugh. Just awful

$LITE I can’t believed the CEO sacrificed a helluva earnings report to announce the $MRVL deal. He cost shareholders profits. The SEC should investigate and ax the deal. $LITE should be well above 1200 a share today. Instead we scrambling to get back to 900. SMH

$LITE dumbest deal of all time, even if canceled, it would be done until mid 2027. Dead money until then.

$LITE would be funny if they called the deal off after getting MMs to shake retail out of their trees for the recovery.

$LITE I've been trading since early 1980's and this is the worst M&A deal I've ever seen

$LITE if i buy one stock at 740, $MRVL will give me 4.5 shares that currently trading at 183, 183x4.5=823.5, so technically this is an instant 10% 😆?

$LITE gaps up tomorrow to 720, and then depending on new PT issued - more importantly $MRVL - if it gets a couple of 300+ targets, we can see $LITE at 740 tmrw.

$LITE Hard to manage anyting when a few hedgies with leverage and options or Citadel can change the value of everything by 30% in hours. I'm happy owning for 3-5 years, but these daily swings make it companies look like trading vehicles rather than companies developing the future. This is another reason many choose to stay private.