$Lumentum(LITE)$ We still won't be sure if the merger will eventually go through, but the immediate focus for MRVL and LITE should be on firming up their combined product offerings to stay ahead of their respective competitors, since both optical and chips are in high demand. If they play it well, this could provide EPS growth that's not priced in. Just to put it in perspective, 1/3 the size of AVGO would already be a $500b market cap for the combined company. I'm holding on as a long.
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