Citrini analyst Jukan said Lumentum’s decision to accept Marvell’s deal may reflect a lack of confidence in the current AI cycle, according to a Nov. 2 BlockBeats report summarizing a social-media post.
An analyst’s market view
Jukan suggested that the market could collapse within two to three years. That is his opinion, not a statement from Lumentum’s management, company guidance or an independently verified forecast.
BIT stock-platform data showed Marvell (MRVL) opening down 6.52% and Lumentum (LITE) falling as much as 11.38%. Those are intraday snapshots and do not establish the companies’ closing prices or the deal’s outcome.
Source: BlockBeats English report, published Nov. 2, 2026, at 14:49 UTC. Chinese source. Jukan post.