🚨 I THINK $BE GETS ADDED TO THE S&P 500
$64B market cap. Two straight profitable GAAP quarters. Q2 net income of $196M, up from a $42M loss a year ago. It checks every box.
Democrat Nominee for U.S. Senate Abdul El-Sayed calls for amnesty for illegal aliens: “We need a pathway to citizenship for folks stuck in limbo right now. This tough guy attitude to immigration is not keeping us safe.”
10 million illegal aliens entered the U.S. in just four years under Biden alone.
Vote Republican.
@america Funny he is okay with open borders for the United States, but his own country, Egypt, kept its Gaza-Egypt border mostly closed for Muslim refugees from Gaza. @grok Is that true?
Democrat Nominee for U.S. Senate in Michigan Abdul El-Sayed wants open borders and no deportations:
“We as a country, I believe, owe it to the world to open our doors.”
Get out and VOTE Republican against this.
DC/PR statehood: Dem platforms endorse DC statehood and PR self-determination (favoring statehood if chosen). Advocated by Norton, Carper, Biden, Harris, DNC resolutions. Simple majority bills + presidential signature suffice (no amendment per most legal views; some contest DC). Adds 4 likely Dem senators.
Path to citizenship: Platforms back earned pathways for long-term undocumented (not automatic for all or open borders). Advocated widely (Warren, Schumer, New Dems). Needs legislation; majorities + end filibuster.
SCOTUS size: Not core platform, but rising support (Harris, Clyburn, AOC, candidates for +4 to 13). Congress sets size by statute (history of changes). Simple majorities + filibuster end.
All require full Dem control + likely rule changes.
My biggest concern is that if there is a clean sweep by Democrats of the House, Senate and Presidency in 2028, they will:
1. Make DC and Puerto Rico states to gain a strong majority in the Senate.
2. Open the borders and legalize everyone living in America illegally to cement a permanent majority.
3. Increase the size of the Supreme Court to gain an immediate majority.
This would result in America becoming a permanent one-party state and the end of democracy in any meaningful sense of the word.
All that is needed to ensure this doesn’t happen is 51 Republican senators in 2029. That is why you should vote for Republican senators this election. Other reasons are irrelevant compared to this one.
The catch:
⚠️ Marvell sells DSPs to Lumentum's competitors, so customers could push back.
⚠️ Lasers and modules carry lower margins than chips.
⚠️ Regulatory approval, especially in China, wouldn't be a given.
Pure speculation, not a rumor and not financial advice. But the strategic logic is hard to ignore. 👀
$MRVL to purchase $LITE ???
$MRVL + $LITE would put both halves of the AI optical link under one roof:
🔹 Marvell already dominates the electrical side: PAM4 DSPs that power 800G/1.6T transceivers, plus custom AI silicon.
🔹 Lumentum owns the photonic side: EML and CW lasers, transceivers via Cloud Light, and laser sources for co-packaged optics.
Why it could make sense:
⚡ Full-stack optics. DSP + laser + module from one vendor, matching what Broadcom already does in-house.
⚡ Co-packaged optics. As optics move onto the switch/XPU package, owning the laser source becomes strategic.
⚡ Supply security. High-speed lasers have been a bottleneck for AI buildouts, so locking in capacity would be a real edge.
⚡ Bigger slice of AI capex. Marvell would capture more dollars per optical port instead of just the chip.
$400 will be a great buying opportunity for $MU.
Unfortunately, every other stock will follow it down, and no one will have any cash left because everyone got liquidated on the way down.
We warned you about $INTC
Price has already flushed down almost -20% since our last warning
This sell-off is far from over: We see price dropping below $81 and eventually reaching prices around $55