Marvell has $3.9B in the bank but signed an $82B deal — 'makes no sense'
firstadopter · x · 2026-10-29
Quoting a pointed question about Marvell: the chip company has only $3.9B in cash on hand, so how will it pay for an $82B deal? Investor firstadopter comments bluntly: "The deal makes no sense." A notable red flag in the AI compute supply-chain economy.
Related event: Marvell in Talks to Acquire Lumentum as Analysts Question the Deal(3 posts)→
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