$Lumentum(LITE)$ I took a different approach from what was discussed earlier. Instead of rolling MRVL shares into LITE, I sold my LITE position at a loss and bought MRVL. That also gives me a tax loss to work with, and based on the latest price action, it looks like a reasonable move. There is still a long time until the deal closes, and both LITE and MRVL can be traded in the meantime. The divergence between them should become clearer next month. If the spread is still at a similar level then, I may consider getting back into LITE. The related trades are connected, and even with the hit taken this week, the more due diligence I do, the better the combined company looks.