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Aug 27 at 08:44 AM

genuine question because everyone in my group chat keeps calling this a 12.2b google order. it is a warrant. google gets the right to buy up to 59m marvell shares at 206.58, and it only fully vests if google buys around 120b of chips through fy2033. so is that revenue coming to us or dilution coming out of us, or both at once? still cannot decide how to weigh it

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