Shawn The Financial Sheep

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[Shawn The Financial Sheep @FinancialSheeep]

@Fiscal_ai 6.2m????

[Henrik Zeberg @HenrikZeberg]

The Final Run is getting started.

Will be massive. Most will not believe it is possible.

And a lot of people will turn BULLISH right into the Top.

Enjoy!

[Shawn The Financial Sheep @FinancialSheeep]

Marvell’s preliminary fiscal Q3 2027 revenue lands at the guidance midpoint, so there is no upside surprise. It narrowed its range to ±2% from ±5%. That gives the market less earnings noise to trade around while the deal is digested.

[Shawn The Financial Sheep @FinancialSheeep]

BREAKING: Marvell $MRVL and Lumentum $LITE to combine in AI connectivity megadeal

The companies say the combination will create a category leader in AI connectivity. Expect $LITE to rise on acquisition.

[Shawn The Financial Sheep @FinancialSheeep]

My read, not the company’s words: owning scarce laser capacity may matter more than the co-design story, because it locks in a bottleneck input for optical build-out

[Shawn The Financial Sheep @FinancialSheeep]

Existing MRVL holders keep about 67% of the combined company and LITE holders get about 33%, fully diluted. Matt Murphy stays Chair and CEO. Three LITE directors, including CEO Michael Hurlston, join Marvell’s 7-person board.

[Shawn The Financial Sheep @FinancialSheeep]

Marvell is buying Lumentum in an all-stock deal at a fixed 4,500 MRVL shares per LITE share. Implied EV is $115B, or about $1,132/LITE share, a 23.9% premium to the Oct 28 unaffected close. Expected close is 1H CY28

[Shawn The Financial Sheep @FinancialSheeep]

Moonvember could be coming 👀

[Shawn The Financial Sheep @FinancialSheeep]

Moonvember could be coming 👀

[Shawn The Financial Sheep @FinancialSheeep]

BREAKING: Marvell $MRVL and Lumentum $LITE to combine in AI connectivity megadeal

The companies say the combination will create a category leader in AI connectivity. Expect $LITE to rise on acquisition.

[Shawn The Financial Sheep @FinancialSheeep]

BREAKING: Marvell $MRVL and Lumentum $LITE to combine in AI connectivity megadeal

The companies say the combination will create a category leader in AI connectivity. Expect $LITE to rise on acquisition.

[Shawn The Financial Sheep @FinancialSheeep]

What are some tokenisation projects that’ll moon next year 👀

[WallStreetBets @wallstreetbets]

please come home

[Shawn The Financial Sheep @FinancialSheeep]

What are some projects that will 10x in the next 5 years? 👀

#CryptoNews #CryptoCommunity

[Shawn The Financial Sheep @FinancialSheeep]

@Vedette777 abso-fucking-lutely

[Shawn The Financial Sheep @FinancialSheeep]

My patience for XRP is running low…

[Shawn The Financial Sheep @FinancialSheeep]

@coingecko I’m bullish for inverse Moonvember