@1991Wolfpack
Watching $SPY drop 0.7% while the stock I bought drops 34.7%View quoted post on X
Details on Marvell's $115B acquisition of Lumentum:View quoted post on X
• $MRVL shareholders to own 67% of the combined co.
• $LITE holders to receive 4.5 MRVL shares per share
• Combined TAM to reach $550B
• Over $1B in annual cost synergies
• Expected to boost adj EPS in the 1st Year
Nomura: Data center memory and storage demand continues to heavily outpace supply growth (constrained at 20–25% in 2026F–2027F). Demand growth for eSSDs will moderate to 50–60% in 2027F (from 110% in 2026F), while Server DRAM holds steady at 70% growth in both 2026F and 2027F. HBM demand is projected to grow 50% in 2026F and 50–60% in 2027F.View quoted post on X
$MU $DRAM $SNDK $EWY $SKHY
I think Intel badly underestimated how quickly higher memory prices would hit PC demand and trigger an inventory correction.View quoted post on X
Those risks were already visible by the Q2 earnings call. Management acknowledged them, but still expected client revenue to hold roughly flat in Q3, supported by CPU inventory replenishment. That assumption now looks too optimistic. They should have set more conservative expectations for the client business.
Still, Lip-Bu did make some encouraging comments.
“We expect the industry to remain supply constrained throughout 2027 and into 2028.”
“We now expect industry server CPU units to grow more than 30% in both 2026 and 2027.”
“Growth would be higher in both years if additional industry supply were available.”
