ChainCatcher reported that Citrini analyst Jukan commented on social media about the "Marvell acquisition of Lumentum" and said the only explanation for Lumentum management accepting the transaction is a lack of confidence in the current AI growth cycle. According to Jukan, they believe the market will collapse within the next two to three years. The remark was presented as Jukan’s view on the deal rather than a confirmed statement from the companies involved. No additional details on the transaction terms were provided in the source text.
According to ChainCatcher, Citrini analyst Jukan said on social media, while commenting on the "Marvell acquisition of Lumentum," that the only explanation for Lumentum management accepting the deal is that they lack confidence in the current AI growth cycle.
Jukan said they believe the market will collapse in the next two to three years.
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