Jose Najarro Stocks on $MRVL (Oct 28, 2026)
MRVL should benefit from hyperscaler AI spending even as the big spenders face more pain into next year, but its earnings likely won't last as long as the market expects, explaining the choppy trading in MRVL, Lumentum and Micron; the rumored Lumentum deal looks hard to finance, and the speaker only says he might buy if growth accelerates.
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Marll apparently is going to be buying Lummentum or that's the rumor from Bloomberg. So Marll is a $220 billion company. They're down 9%. Lmentum's up 12. They're going to have to dilute like crazy to buy these guys.
I don't know how that's possible, but both in the optic space. So that's a massive headline in the semis.
Well, I mean, I think cuz people don't believe this rumor is possible because Marll doesn't have the cash.
but who knows? Maybe I'll become a Marll shareholder and maybe they'll accelerate the growth.
So I I I think that we are in for more pain into next year for the big spenders, but I don't think that that means that that's bad for Marll or Lentum or any of those names because those are the companies that benefit from that spend.
which is why I think Marll and Lum and Micron are so choppy because yeah they're going to benefit they're going to get all the earnings but those earnings are not going to last you know XYZ number of years of what the market's thinking about.
Doesn't Google have 7% of Marll warrants? Google. Oh, yeah. Wait, yes, they just both of them do actually now, right? Because uh Google just had the recent deal with with Marll.
Do you think there's a correlation there that Google would help Marll do this buyout and ultimately Google wants Lmentum's technology for their TPUs and maybe that's how this gets done if it happens?
Yeah, they have it at 206, right? That's the strike.
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Jose Najarro Stocks has 8 calls on this stock; only the adjacent ones are shown.