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“Lumentum and Coherent are the cleaner reads on optical components … Lumentum sits nearer the optical component bottleneck.”
@JP Insights
Lumentum and Coherent are the cleaner reads on the optical component bottleneck as connectivity scales
LITELONG@ $1,002.86
$723.64-27.84%
since call Jun 3
“The case for Marvell is not that it owns a layer. It is that it sits in almost all of them … and that breadth is the whole pitch.”
@JP Insights
Connectivity is the new AI bottleneck; Marvell spans the whole stack and is structurally positioned to win it
MRVLLONG@ $325.32
$184.70-43.23%
since call Jun 3
“Credo is answering that threat … by following the constraint across the wall rather than betting copper holds forever.”
@JP Insights
Credo wins short-reach copper now and is following the constraint into optics, the same move Marvell makes earlier
CRDOLONG@ $226.72
$209.23-7.71%
since call Jun 3
peak +7.3%
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