Creator sentiment
3 creators · 3 views · past 7 days
Updated November 10, 2026 (UTC)
The bull case
Nothing notable in the past 7 days.
The bear case
- −Lumentum stock is down sharply as part of the Marvell deal, which the market dislikes.
- −He questions whether the deal brings value to other optical companies and doubts it will close.
What StockTubers recently said
📹 Anthropic Headed for Catastrophe, Marvell's $72B Deal in Trouble, UMAC Worth $500M? | Martin Shkreli
Lumentum stock is down sharply as part of the Marvell deal, which the market dislikes. · He questions whether the deal brings value to other optical companies and doubts it will close.
📹 Why Marvell Is Spending $115 Billion on This Company #shorts
The buyout premium is paid in Marvell shares with a fixed ratio and no collar, so there is no floor if Marvell drops. · Because the offer moves with Marvell's stock and Marvell has slid since the leak, the effective value to Lumentum holders has shrunk. · The creator's takeaway is that for Lumentum holders, the real price tag is Marvell stock.
📹 Marvell and Lumentum: A Brilliant Deal or a $115B Mistake?
Lumentum's business remains strong (Q1 revenue +136.5% YoY, ~$1.6B guidance) and management sees no change in trajectory. · The creator prefers owning Marvell over Lumentum, believing Lumentum's standalone opportunity was there but the combined company offers a better outcome. · If the acquisition fails, Lumentum could be a buying opportunity, but that may take time and require withstanding volatility.