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$Marvell Technology(MRVL)$ i hope it can turn green today.

Nvidia Moves Optics Into the Package — Marvell +5.5%, Who Gets Left Behind?

Optics was Monday's theme: AXT +17.55%, Marvell +5.54%, Applied Optoelectronics +3.07%, HTGD +1.75%. Nvidia said its CPO-based Spectrum-X Photonics switch is in mass production, claiming 5x network power efficiency and 10x mean time between failures versus pluggable optics — CPO moving from validation to deployment, repricing everything from lasers to switch chips. The catch: CPO at scale takes share from pluggable modules, so the chain splits. Coherent beat and raised, then fell 7.99% the next day. HTGD reports interim results Friday. AXT, Marvell, AAOI, or HTGD?

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