Search results for $LITE
Sorry, no people found for $LITE
Tweets including $LITE
对于光通信板块我还是保持乐观态度，当前属于是超跌状态，加之前景还在，不管是订单还是收入。
昨晚买了 $AAOI , 加仓了 $LITE (这个短线有超强利好，迈威尔想要收购，没有持仓的朋友可以博短线）
@asianinvestors There’s no way $MRVL can finance this without using stock unfortunately. Lot of factors at play here AI, $LITE and $MRVL shareholders are going thru uncertainty Rn
Marvell in advanced talks to buy Lumentum.
Lumentum +12%
Marvell -10%
The market has notes.
$MRVL $LITE
BLOOMBERG: MARVELL $MRVL IN ADVANCED TALKS TO BUY $LITE LUMENTUM HOLDINGS
is this how they get to $1T as Jensen said a while back?
both in the optics business…
Lumentum $82B marketcap…Marvell $220B
this is a weird one
$LITE +12% $MRVL -10%
Marvell in advanced talks to buy Lumentum.
Lumentum +12%
Marvell -10%
The market has notes.
$MRVL $LITE
BLOOMBERG: MARVELL $MRVL IN ADVANCED TALKS TO BUY $LITE LUMENTUM HOLDINGS
is this how they get to $1T as Jensen said a while back?
both in the optics business…
Lumentum $82B marketcap…Marvell $220B
this is a weird one
$LITE +12% $MRVL -10%
October's AI selloff had a pattern: the further a stock fell, the harder it bounced.
Peak → low, then low → Oct 28 close:
1. $AAOI −48% → +22%
2. $LITE −34% → +21%
3. $VRT −23% → +25%
4. $NVDA −12% → +2%
Optics fell roughly 3–4x as hard as Nvidia, and is rebounding about 10x as fast.
Most of this was positioning, not fundamentals. Nothing in last week's earnings broke the AI demand story; crowded high-beta trades unwound. I'd want the rebound to hold through next week's optics earnings before calling it a bottom.
Bottom in AI infrastructure, or a dead-cat bounce in high beta?
Not financial advice.
Marvell is in advanced talks to acquire AI optics supplier Lumentum, per Reuters.
A deal could be announced as soon as next week.
Nothing finalized yet. $MRVL $LITE
米株 重要
$SKHY 決算大成功でキオクシア上昇
CXMTのメモリ価格上昇予想も追加
$MSFT 決算大成功
$GOOG 決算大失敗
←AI株下落要因、半導体上昇の利確売りも合わさる
少し日本に影響
$VRT 決算大成功←電源・冷却
$KLA 決算成功←半導体装置
$GE 決算成功←電力
$LITE $MRVL による買収報道←光通信
Exciting news that $MRVL might be acquiring $LITE. At first I didn't see why $LITE would agree to this. Market implied premium seems low and why agree to an acquisition when most of 2029 capacity is sold out? Years of business in advance and they literally own the laser bottleneck.
On the flip side, if you believe that optical components are cyclical and that $LITE's valuation is heavily priced, then this deal is a good thing because they are selling their scarcity (which may eventually fade) at "peak". $LITE also decreases competitive risk by being part of $MRVL's ecosystem.
My main concern with the deal is how $MRVL is going to fund it (not to mention regulatory constraints). They have what, $4B cash on hand? The rest has to come from stock so looks like Marvell will have a lot of new shareholders!
Strategically, it makes sense for $MRVL to vertically integrate Lumentum's lasers into their supply chain as they will hold the bottleneck leverage even over competitors but the acquisition cost is high. This is definitely also going to push competitors to try and second source lasers so bullish for $COHR and other suppliers. So many moving pieces on the board here, it will be interesting to see the result ♟️.
Again so many pod shop style anal-ysts emerged mentioning “Beijing” as main obstacle… $LITE set up is about improved risk reward with takeout value support and 50% upside with deal and 100%+ upside with no deal
That’s right. Remember Cloud Light?
It’s probly count as part of sales within China jurisdiction..let’s see how this rollout.
$MRVL succeed, then pls secure $AXT LTAs.
$MRVL failed, stick with $LITE Chinese supply chain.
$MRVL case pending, betting wars start there, long $LITE ..emm actually long all optics
你说的基本没错， $MRVL 在今年 3 月 11 日提交的 10-K 原文里面写着：出货到中国的产品大部分会被组装进更大的系统，再卖给中国境外的客户，只有一小部分留在中国。
同时这也与我的观点不冲突：
1. $MRVL 收购 $LITE 审批照样绕不过去。中国的经营者集中申报门槛看的是在中国境内的营业额，货卖给中国的模块厂就算数。
2. 反而更能解释北京为什么会附条件、而不是直接否掉。这一步"洗澡"就是中国光模块出口的饭碗。我认为北京最在意的是交易完成后，DSP 和激光器还会不会照常卖给中国模块厂。
Why are some people talking about $SIVE possibly being acquired after news about $MRVL and $LITE?
Any buyer today pays for $SIVE before the pipeline converts
So the rerating from turning that pipeline into revenue goes to the acquirer
If InP is scarce enough for MRVL to pay up for $LITE, the smart move for $SIVE is to stay independent and let the 2027 numbers do the talking.
$MRVL $LITE $SIVE $AVGO $GFS
Good question, since Sivers sits in the same laser layer Lumentum does.
Quick recap first. Bloomberg reported on Oct 28 that Marvell is in advanced talks to buy Lumentum, and a deal could be announced as soon as next week. Neither company has confirmed.
Sivers has no direct exposure. It's a Swedish maker of indium phosphide lasers, and none of its disclosed laser deals are with Marvell or Lumentum. Its named partners are $GFS, which is putting Sivers laser arrays into its silicon photonics platform, $POET on external light sources for co-packaged optics, and $JBL, where Sivers expects first volume orders in the first half of 2027.
The indirect effect is where it gets interesting. Marvell sells the DSP, the signal chip at the heart of an 800G or 1.6T optical module, and competes there with Broadcom. Lumentum is one of the two main suppliers of the indium phosphide lasers that sit next to it, and its CEO said in September it can ship only about 30% of the laser demand customers are placing on it for 2027.
If those lasers end up under a DSP vendor's roof, Broadcom and the other companies building co-packaged optics, where the optics move into the chip package itself, have good reason to line up a laser source that isn't owned by a rival. That's pretty much the gap Sivers is pitching into. It's spending $30m to expand its Glasgow fab to more than 100 million lasers a year, due online in Q4 2027.
So for Sivers I'd read the deal as a tailwind.
@carrioresearch How would the merger affect sivers
AI 光互联赛道要出大事了？
$MRVL 传出要收购 $LITE ！
Marvell 本来就做 AI 定制芯片和数据中心互联，现在又想把 Lumentum 的光器件、激光器也拿下来。
说白了，AI 现在不光拼谁的芯片算得快，还要拼数据传得快不快。算力再强，数据堵在路上也没用。
要是真收购成功，Marvell 就能把芯片和光互联的布局再往前推一步。
不过这么大一笔交易，买不买得成是一回事，买下来能不能整合好，又是另一回事。
Why Marvell dropping POET looks calculated now
In April, $MRVL canceled every Celestial AI purchase order with $POET over a confidentiality breach. Six months later, Bloomberg reports $MRVL is in advanced talks to buy $LITE.
I don’t think those two are unrelated.
Look at the timeline. Marvell closes Celestial AI in February. In March, it runs a joint optical switching demo with $LITE at OFC. In April, it cuts $POET out of Celestial. In October, it’s in advanced talks to buy $LITE outright.
So if you’re already planning to own Lumentum’s lasers and optics, you don’t want an outside optics supplier sitting inside Celestial AI. You want everything in-house. POET’s CFO talking about the order on Stocktwits handed Marvell a clean, defensible exit, and they took it.
Marvell only ever cited the breach, so I can’t prove the rest. But the timing lines up a little too well.
What it means for $SIVE: when a chip giant decides to own a piece of the stack, outside suppliers inside its ecosystem become disposable overnight. Outside that ecosystem, it’s the opposite. Everyone competing with Marvell suddenly needs lasers from someone Marvell doesn’t own.
都开始画饼了是吧，海力士说到2030年，你就吹到2029年😂都牛逼哄哄的
Lumentum CEO: 产能比需求低70%，订单排到了2029年, 正按未来4到5年的预期提前扩产。 $LITE
$MRVL $LITE OMG
MARVELL $MRVL IS SAID IN ADVANCED TALKS TO BUY $LITE LUMENTUM HOLDINGS
$MRVL Simply cannot acquire $lite alone. Maybe amazon or google finance part of the deal. Taking 100b debt is crazy.
@RealSimpleAriel Haha! I do think there will be some consolidation in the next 12 months among the AI names, so not that surprised with the $MRVL and $LITE news.