Citrini analyst: Lumentum management may believe the market will collapse within two to three years.

November 2 - Citrini analyst Jukan commented on social media about the "Marvell acquisition of Lumentum" event, stating that the only explanation for Lumentum's management accepting this deal is their lack of confidence in the current AI development cycle. They believe the market will collapse within two to three years.

According to data from the BIT stock platform, Marvell (MRVL) opened with a drop of 6.52%, while Lumentum (LITE) fell as much as 11.38%.