@Tenbagger-Capital Do you think $COHR —as a "visual" pure play—will be more interesting in the future than $LITE if the acquisition goes through? Even though $MRVL already seems pretty "complete" in a way.
@Smudeo With Scalable, a savings plan isn’t irreversibly set in stone until it’s executed on November 2; I wanted—and still want—to build up the position gradually, and the Marvell acquisition (depending on how it plays out) could get in the way of that. I’m glad the stock is rebounding like this today, but yesterday’s rise was a bit unfortunate for me. “What else are you worried about?” -> if anything, it’s your tone
