$LITE Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $808M (Est. $809M) 🟡; +90% YoY 🔹 EPS: $2.37 (Est. $2.27) 🟢; +316% YoY 🔹 Gross Margin: 47.9% (Est. 45.2%) 🟢 🔹 Operating Margin: 32.2% 🔹 Cash, Cash Equivalents & Short-Term Investments: $3,172.3M Q4 FY26 Guide: 🔹 Revenue: $960M (Est. $935M) 🟢; +100% YoY 🔹 EPS: $2.85-$3.05 (Est. $2.74) 🟢; +1% to +8% YoY 🔹 Operating Margin: 35.0%-36.0% Other Metrics: 🔹 Series A Convertible Preferred Stock Issuance: Contributed approximately $2.0B to cash in March 2026 🔹 Acquisition: Business acquired in March 2026, details not disclosed 🔹 Restructuring Charges: $1.1M in Q3 FY2026 related to reduction in force 🔹 Cloud Light Escrow Settlement: $27.5M completed during nine months ended March 28, 2026 Commentary: 🔸 “Lumentum delivered an exceptional third quarter, with revenue growing 90% year over year to a record $808 million.” 🔸 “While our top line growth continues to garner headlines, the more impressive part of our recent performance has been our margin expansion.” 🔸 “In fiscal Q3, gross margin improved by 540 basis points on quarter and operating margin by 700 basis points.”

Kimi K2.6 autonomously overhauled exchange-core, an 8-year-old open-source financial matching engine. Over a 13-hour execution, the model iterated through 12 optimization strategies, initiating over 1,000 tool calls to precisely modify more than 4,000 lines of code. Acting as an expert systems architect, Kimi K2.6 analyzed CPU and allocation flame graphs to pinpoint hidden bottlenecks and boldly reconfigured the core thread topology (from 4ME+2RE to 2ME+1RE). Despite the engine already operating near its performance limits, Kimi K2.6 extracted a 185% medium throughput leap (from 0.43 to 1.24 MT/s) and a 133% performance throughput gain (soaring from 1.23 to 2.86 MT/s).

$CLAW tokenomics are locked. Launch is tomorrow. February 11th, 5 PM UTC. Here's what you need to know: Supply: 21,000,000 $CLAW Airdrop: 8,382,214 currently claimed tokens across 6,163 wallets Remaining: 7.6M tokens ; 5M burned, the rest is yet to be claimed. No VC. No presale. No LP. Every token was earned by AI agents on Moltbook. 2% fee on every trade: → 1% burned forever → 0.5% team → 0.5% reward pool for holders That means every single buy and sell makes your bag more scarce. Full thread on mechanics below. 🧵

Lexus has just officially unveiled their new all-electric three row SUV for the US, the Lexus TZ. • Range: Up to 300 miles • Two battery options: 77 kWh & 96 kWh • Peak charging speed: 150kW • 10-80% charge in 35 minutes • NACS charge port • Fake gear shifts with gas engine sounds through the speakers • 3,500 lb towing capacity • 0-60mph: 5.1s • Up to 420 hp • Quietest cabin among Lexus SUVs • Forged Bamboo interior trim sourced from Shikoku Island • Second-row captain’s chairs • Front passenger & second-row ventilated seats with power ottomans • One-touch folding second- and third-row seats • In-cabin fragrance • Full-screen navigation in digital gauge cluster • Six Japanese-inspired ambient lighting themes • 21-speaker audio system • Heated seats in all seating rows • Available Dynamic Rear Steering (up to 4 degrees rear-wheel steering) • 0.27 drag coefficient • Five regenerative braking levels adjustable via paddle shifters • Lexus-first 2-in-1 charging port with side-by-side AC/DC connectors • AC external power supply capability • Can't self-drive, but has driver assist features • Overall length: 200.8" • Wheelbase: 120.1 inches • Cargo capacity with rear seats up: 13.8 cubic feet • No frunk Vehicle goes on sales in the U.S. at the end of 2026. Pricing will be announced later. I've attached a lot more photos in the thread below:

$HIMX Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $199.0M (Est. $195M) 🟢 🔹 EPS Per Diluted ADS: $0.046 (Est. $0.03) 🟢 🔹 Gross Margin: 30.4%, at high end of guide (Est. 30%) 🟢 Q2 2026 Guide: 🔹 Revenue: +10.0% to +13.0% QoQ (Est 5%) 🟢 🔹 Gross Margin: Around 32% (Est. 30.8%) 🟢 🔹 EPS Per Diluted ADS: $0.086-$0.103 Segment Performance: 🔹 Large Display Driver Revenue: $24.2M; +11.7% QoQ 🔹 Large Display Driver Revenue Mix: 12.2% of total sales 🔹 Small & Medium Display Driver Revenue: $135.8M; -2.4% QoQ 🔹 Small & Medium Display Driver Revenue Mix: 68.2% of total sales 🔹 Non-Driver Revenue: $39.0M; -7.7% QoQ 🔹 Non-Driver Revenue Mix: 19.6% of total sales Other Metrics: 🔹 Automotive Driver Sales: Declined double digits QoQ in Q1 🔹 Smartphone IC Sales: Increased QoQ, driven by new OLED solutions entering mass production for a leading smartphone brand’s mainstream model 🔹 Tablet IC Sales: Increased QoQ, driven by renewed mainstream demand and shipments for a new premium OLED tablet 🔹 Automotive Tcon: Hundreds of secured design wins across a broad customer base 🔹 WiseEye: Adopted by a leading brand for smart glasses, with mass production expected later this year 🔹 CPO Gen 1: Small quantity shipments expected in 2H26 🔹 CPO Gen 2: Nearing completion of customer product validation for AI data center applications 🔹 FOCI Stake: 5.36%, valued at NT$4.96B / $156M as of May 7 close 🔹 Patents: 2,564 granted, 331 pending as of March 31, 2026 Financials: 🔹 Operating Profit: $10.2M 🔹 After-Tax Profit: $8.0M 🔹 Operating Expenses: $50.3M; -8.4% QoQ, +9.9% YoY 🔹 Operating Margin: 5.1% 🔹 Cash, Cash Equivalents & Other Financial Assets: $287.6M 🔹 Long-Term Unsecured Loans: $27.0M, including $6.0M current portion 🔹 Inventory: $151.7M 🔹 Accounts Receivable: $190.9M 🔹 DSO: 86 days 🔹 CapEx: $2.9M Capital Return: 🔹 Annual Cash Dividend: $0.252 per ADS 🔹 Total Dividend Payout: $44M 🔹 Dividend Payout Ratio: 100% of previous year’s profit 🔹 Dividend Payable Date: July 10, 2026 Commentary: 🔸 “We expect upward momentum through the remainder of 2026, supported by a meaningful number of new automotive projects scheduled to enter mass production in the second half.” 🔸 “The positive outlook is also supported by the anticipated growth in our non-driver IC businesses, particularly Tcon and WiseEye AI.” 🔸 “Despite ongoing macro uncertainty, Himax continues to expand beyond its traditional display IC business, focusing on key growth areas including smart glasses, ultralow power AI and CPO.” 🔸 “These emerging technologies present significant growth opportunities that help diversify our revenue base into areas with attractive gross margin profiles and profitability while also strengthening our overall competitiveness.”

.@MilliVanilli's music catalog has surged in streams over the past two weeks after three of the duo’s songs appeared in Ryan Murphy’s new @netflix anthology series, ‘Monsters: The Lyle and Erik Menendez Story.’ The pair’s catalog tallied 439,000 U.S. streams in the August 2-8 tracking week, according to @luminate_data. After the series was released on Sept. 19, Milli Vanilli’s catalog surged to 1.8 million streams from Sept. 20-26 (a 300% increase from the first week in August). The following week (Sept. 27-Oct. 3), its catalog tallied 6.9 million streams, a 1,471% increase compared to the first week in August. Three of the duo’s songs appear in the series: “Girl You Know It’s True,” “Girl I’m Gonna Miss You” and “Blame It on the Rain.” The latter song is also the title of the series’ first episode. “Girl I’m Gonna Miss You” and “Blame It on the Rain” both spent two weeks at No. 1 on the #Hot100# in 1989 (notably, before the events of the Menendez story take place), while “Girl You Know It’s True” reached No. 2. Take a look at weekly streams for Milli Vanilli’s music catalog below.

USD1 Trading Competition: Purchase Announcement The BNB Chain Foundation wallet has made three new asset purchases from the competition, supported by @worldlibertyfi, @fourdotmemezh and @Aster_DEX. Here are the details: ✅ USD1 33333 purchase of （一） 4,400,553.037 @ 0.007574729748 Split 15k + 18.333k & ✅ USD1 33333 purchase of（EGL1) 726,643.27@ 0.04587257771 ✅ 3. USD1 33333 purchase of (memes) 2,642,275.43 @ 0.01261526319 🔍 BNB Chain Foundation Wallet address:

.@lukecombs is the No. 8 Top Artist of the Year on the @billboardcharts! 📈 Combs ranks at No. 8 thanks in part to several songs that charted during the 2024 chart eligibility period (Oct. 28, 2023-Oct. 19, 2024), including "Fast Car" and "Ain't No Love In Oklahoma." The former reached No. 2 on the #Hot100# and spent 27 weeks in the top 10 of the chart. It also spent four weeks at No. 1 on the #HotCountrySongs# chart, where it became his sixth No. 1. "Ain't No Love In Oklahoma," from the 'Twisters' soundtrack, reached No. 13 on the Hot 100 this summer and became his eighth top 20 hit. Stay tuned for the rest of this year’s top artists, dropping soon.👀 The Top Artist of 2024 will be revealed at the #BBMAs# on Thursday, Dec. 12. Tune in at 8 p.m. ET on @FOXTV + @amazonfiretv, and stream after on @ParamountPlus. Tap here for a breakdown of Combs' big year on the charts + a closer look at the methodology for the 2024 year-end chart rankings:

At the top of the world’s richest is Elon Musk—and he keeps setting new records.⁣ ⁣ On the 2026 #ForbesBillionaires# list, Musk ranks No. 1. His fortune soared past $800 billion in February after he merged rocket maker SpaceX with his artificial intelligence and social media company xAI in a deal valuing the combined firm at $1.25 trillion.⁣ ⁣ Musk leads an elite group of 20 “centi-billionaires”—people worth $100 billion or more—whose combined wealth totals $3.8 trillion, accounting for about 19% of all billionaire wealth worldwide.⁣ ⁣ A successful IPO of the merged company later this year could make Musk the world’s first trillionaire.