MRVL / CIEN / CRDO Thoughts

Gaetano · Gaetano · 31 августа 2026, 22:14  | Читать в Substack ↗
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Optical/networking earnings season is wrapping up, with Marvell already reported and Ciena and Credo set to report in the next week. The article frames these three as the last major optical companies reporting this quarter, making their results the final sector catalysts for the period.
  • Marvell (MRVL) reported earnings last week.
  • Ciena (CIEN) is scheduled to report on Thursday.
  • Credo (CRDO) is scheduled to report on Tuesday.
  • The author identifies MRVL, CIEN, and CRDO as the last major optical companies reporting this quarter.
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