Search results for $lite
Sorry, no people found for $lite
Tweets including $lite
$AAOI popped to 88 in AH trading as the news of $LITE / $MRVL action. Considering $AAOI as a potential buy out too with it's current valuation. Still in the 71 calls for 10/30
$LITE
Do we get a buy out at 1,140?
$LITE | Mizuho 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗢𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺 on 𝗟𝘂𝗺𝗲𝗻𝘁𝘂𝗺 𝗛𝗼𝗹𝗱𝗶𝗻𝗴𝘀, PT $𝟭𝟭𝟰𝟬
Analyst sees Lumentum’s laser and OCS moat positioning it as a key enabler of the AI interconnect transition.
$META some rebounds, cautiously long bias
$ORCL better off investor day comments, 145.63 100d looking reclaim, then pdh over
Clouds getting hit off GOOGL, $IREN, $NBIS $CRWV if they stay weak
$LITE supposed takeover by $MRVL, backburner
@burak_finance @Grok decime si esto es así y en ese caso como se financiaría $MRVL para comprar $LITE. Dame tu opinión de la factibilidad de la operación y si sería buena idea sumar MRVL a la cartera de inversiones de largo plazo.
Trade Ideas 💡
- $MSFT 550C above 545
- $PLTR 205C above 201
- $TSLA 410C above 405
- $LITE 1000C above 970
📌 Watchlist
$BB, $DELL, $DRAM, $GLXY, $HOOD, $HPE, $IGV, $INTC, $LITE, $MRVL, $MU, $NBIS, $NOK, $NOW, $NVDA, $ONDS, $OSCR, $PENG
Alphabet sneezed and my whole watchlist caught a cold 🤧
$GOOGL -11% premarket on a Search slowdown and -$9B free cash flow
$MRVL -12% on $LITE deal talk
Memory and neoclouds dragged down with it
Only $HWM showed up healthy: Q3 beat, guide raised, $5B buyback 🛩️
@StockSavvyShay @Fiscal_ai $MRVL and $LITE at ~$45B combined by 2029 would be a serious AI networking contender.
$LITE 買収されるなら流石に1000ドル以下の今の価格なら手堅い気がするけど、どうなんだろう…🤔
4. AI Infrastructure Deal: $MRVL and $LITE
Lumentum jumped 5% after reports that Marvell was in talks to acquire the data-center optics maker. Marvell shares fell more than 11% as investors weighed the potential deal.
👇 Full story:
[https://t.co/oxknhk5644]
Would this acquisition strengthen Marvell’s AI position?
@StockSavvyShay @Fiscal_ai I can see why $MRVL would want $LITE. If you’re already designing custom chips for the biggest AI customers, being able to supply the optics too is a pretty good business to be in.
MRVL + LITE: A Potential AI Networking PowerhouseA combination of Marvell ($MRVL) and Lumentum ($LITE) could generate over $45 billion in annual revenue by 2029 — positioning the combined entity as one of the largest AI networking suppliers outside of NVIDIA ($NVDA) and Broadcom ($AVGO).
What’s particularly interesting: Lumentum is actually expected to grow faster than Marvell. The deal would bring custom AI chips and optical interconnects under one roof, creating a more vertically integrated player in the high-speed AI infrastructure space.
@jmartinprin J’espère minimum 7 ou 8 actions $MRVL pour 1 $LITE 🙌
$LITE
What could be the sale price to Marvel? That's the only question. today and tomorrow and next week, until the formal announcement is made on the valuation....
972 now, barely 6.3% up. We saw 1,026 after hours yesterday after hours.
A combination of $MRVL and $LITE could generate over $45B in annual revenue by 2029 which would make it one of largest AI networking suppliers outside $NVDA and $AVGO.
Pretty interesting considering Lumentum is actually expected to grow faster than Marvell while bringing custom AI chips and optical interconnects under one roof.
原来是迈威尔说要收购了lite，难怪 $LITE 夜盘6.4%表现不错。相反 $MRVL 出这个之后，夜盘大跌11%。
市场理由：
1.资金压力巨大
2. 两家公司整合难度高
3. 反垄断审批风险
👀 $LITE trying for a breakout premarket
970.28 (+6.2%) — through 921.00, the top of its 11-day base.
Premarket volume 6.0x its usual.
Catalyst: Marvell in advanced talks to acquire Lumentum; a deal could be announced as soon as next week
Daily chart, our levels. Not advice.
More reads at https://t.co/clb91gtydS
Verified Pro Trader @DrewDosek: $LITE surging pre-market after Bloomberg reports Marvell is in advanced talks to acquire Lumentum. Intraday resistance sits at $1,035.
The miss is a $GOOG issue, not a reflection of the infra build out.
$MSFT raise $25B for infra build
$ORCL w/ cash flow read through that his very positive
$MRVL solving a bottleneck by buying within the infra stack $LITE
Very bullish day for infra despite reaction $QQQ $SPY
Marvell $MRVL และ Lumentum $LITE อาจมีรายได้รวมกันมากกว่า 45,000 ล้านดอลลาร์ต่อปีภายในปี 2029
หากเป็นไปตามคาดการณ์ รายได้รวมของทั้งสองบริษัทอาจทำให้พวกเขากลายเป็นหนึ่งในผู้จัดหาอุปกรณ์เครือข่ายสำหรับ AI รายใหญ่ที่สุด นอกเหนือจาก Nvidia (NVDA) และ Broadcom (AVGO)
สิ่งที่น่าสนใจคือ Lumentum ถูกคาดหมายว่าจะเติบโตเร็กว่า Marvell โดยมีธุรกิจที่เกี่ยวข้องกับเทคโนโลยีแสงสำหรับการเชื่อมต่อข้อมูล ขณะที่ Marvell มีทั้งชิป AI แบบ Custom และเทคโนโลยีเชื่อมต่อข้อมูลด้วยแสงอยู่ในระบบนิเวศเดียวกัน ซึ่งตอบโจทย์ความต้องการโครงสร้างพื้นฐาน AI ที่เพิ่มขึ้น
A combination of $MRVL and $LITE could generate over $45B in annual revenue by 2029 which would make it one of largest AI networking suppliers outside $NVDA and $AVGO.
Pretty interesting considering Lumentum is actually expected to grow faster than Marvell while bringing custom AI chips and optical interconnects under one roof.
Per grok $MRVL had approx. $3.93 billion in cash and cash equivalents as of their last earnings. $LITE market cap approx. $83 billion. The math ain't mathing.