BRILLIANT 6D CHESS MOVE: Trump’s DHS is hitting illegal aliens with massive daily fines for ignoring deportation orders, and the numbers are staggering. THIS is the way forward! More than 100,000 people who stayed after a final removal order have received civil penalty notices. One Michigan recipient opened his mailbox to a $579,838 fine. The law has existed since 1996 but was rarely enforced until this administration. The daily rate is $998 for every day past the removal order, maxing out around $1.8 million. The message is clear: leave on your own and the fines are erased. Self-deport through the official app and you also get a free flight home plus a $2,600 exit bonus. Stay and accumulate the debt, and when ICE eventually catches you the unpaid penalties become a barrier to any future return. This is financial pressure designed to encourage voluntary departure instead of forced removals. For those who have already been ordered out by an immigration judge, the choice is now leave with incentives or face financial ruin and permanent bars. The law is finally being used as written. #SelfDeport# #BorderSecurity#

🇮🇷 Iran just played 6D chess with the UAE 🇦🇪 The UAE went around asking Saudi Arabia, Qatar, and other Gulf countries to team up for a military response against Iran. They literally kicked the UAE official out of the room. Sheikh Mohammed bin Zayed personally called MBS and other leaders. Nobody picked up. UAE ended up completely alone. All of this happened because Iran has strategic relationships with all those countries. What an embarrassing moment for Trump's puppet.

🚨 IT'S OFFICIAL, WE WIN! "The US Supreme Court moments ago has ruled AGAINST Virginia Democrats when it comes to reviving their pro-Democrat redistricting map ahead of the 2026 midterms." WOULD'VE BEEN: 10D-1R MAP WILL REMAIN AS: 6D-5R Another Dem embarrassment. 🔥🔥🔥

Deep|Optics: OCS Content per Accelerator Grows with Each Generation as Demand Widens Beyond Google A year ago, optical circuit switches were mostly a Google program with one outside supplier shipping under $10m a quarter. Lumentum now expects its September-quarter OCS revenue to exceed $100m, and we believe its OCS revenue will pass $2.5b next year. TPU 8i put OCS ports into inference pods for the first time and the 6D torus would give the next training chip four times as many OCS ports as today. Demand for OCS is widening beyond Google. We expect Nvidia to adopt OCS once their scale-up domains pass eight racks, from late 2028. We see more than $20b a year of OCS demand by 2030. Lumentum leads merchant OCS shipments today, and Coherent is the other US-listed supplier. Google remains the only hyperscaler confirmed to buy OCS and nothing at Nvidia is in production yet. An OCS connects one fiber to another with a mirror, a liquid crystal cell or a chip and leaves the light untouched. With no transceiver and no DSP inside it, the same switch works at 800G, 1.6T or 3.2T and uses about 80% less power than a packet switch on Lumentum’s figures. Google has run OCS in their datacenter network for a decade and in their TPU pods since TPU v4. Until last year they built almost all of their switches themselves. Below is an illustration from Lumentum of how an OCS can fit within a datacenter. A TPU in Google’s 3D torus has 1.5 OCS ports. Google’s inference pods had none until TPU 8i, which links 36 groups of chips through OCS at about 1.25 ports per chip. The 6D torus reported for the next training chip would take the count to six ports per chip from 2027, or three if two transceivers share a port. Nvidia has no OCS in production. Direct fiber links tie up to eight racks together. Beyond eight racks, our model gives each GPU four ports, $800–1,200 of content at $200–300 a port. Some of this is already in reported numbers. Lumentum targets $400m of OCS for the second half of 2026 on a backlog from three customers. Coherent doubled its addressable market estimate to $4b by 2030 between February and March. Nvidia took part in iPronics’ $125m round on September 2. We attended ECOC in Málaga in late September and met with teams from Oriole Networks, Salience Labs, iPronics, LightDance and others. OCS was one of the topics discussed during the week. This note updates the OCS market outlook and presents both the bull case and the pushback we heard from the industry. The companies discussed in this report include: 1. Lumentum 2. Coherent 3. Huber+Suhner 4. Google 5. Nvidia 6. Broadcom 7. Marvell 8. Astera Labs 9. Arista Networks 10. Ligent 11. nEye (private) 12. iPronics (private) 13. Salience Labs (private) 14. LightDance (private) 15. Oriole Networks (private) Detailed Report

Just some TLDR news I found interesting: 1. $GOOGL (missed this) also invested in Mediatek alongside $NVDA for their $3.9B raise. Google/Nvidia are goats with investments you look at $SPCX to Anthropic. 2. Samsung Electro-Mechanics discloses $778.9M MLCC deal / $CAPA (new MLCC ETF) also gives exposure now for folks without Korea/Japan/Taiwan market access. But thing is more accelerators x MLCCs per accelerator might indicate a more future extreme bottleneck than people expect. 3. China channel checks state: planetary roller screws, 6D force sensors, and dexterous hands resist domestic substitution. Then planetary roller screw as the top with lowest domestic substitution rate. eg. $SHA0.DE for planetary. Just interesting to hear moats I guess. 4. Samsung reportedly has ~70% of memory production capacity committed through 2031 / commodity DRAM has also fallen into short supply - Seoul Economic Daily. TrendForce expects server DRAM contract prices to rise 13-18% QoQ in 3Q26 SK Hynix also publicly stated the memory shortage lasts through 2030. 5. $CXMT has begun producing HBM3E in small quantities and reportedly claimed mass production of LPDDR6. Implications are even more positive for legacy DRAM shortages. 6. Cisco at SEMICON Taiwan said CPO is ready for mass deployment; pluggable modules will remain the market mainstay. $MRVL also said customers are actively planning scale-up optics deployments as early as 2027 7. Wingtech -> bought Nexperia -> Netherlands effectively removed Wingtech’s control -> Wingtech is fighting back through Chinese courts. But Nexperia got $300m of their assets frozen. More geopolitical drama of course, always entertaining. $AAPl also explicitly accused OpenAI of destroying crucial evidence... (for more fun) 8. Not much description around ASP hikes regarding SOI substrates $SOI, but they now have 10+ customers involved with LTAs, $200m revenue described as a "floor", comments about customers more concerned about obtaining wafers than where they are manufactured. So basically moving into capacity reservation now stages as silicon photonics takes off in 2027. 9. Some channel checks put lead times for high power MOSFETs and large area TVS diodes as high as ~52 weeks. ($STM also reportedly implemented its 3rd 2026 price increase on August 23) 10. Traditional packaging capacity could face a deficit exceeding 20% by 2027" with "wire bonding equipment" emerging as the primary bottleneck", covered this earlier this week with beneficiaries like 11. Claims that all six major ABF suppliers are booked for 2026, with 12-14 month lead times and some suppliers auctioning remaining capacity; $NVDA, $AMD and hyperscalers locking ABF capacity through 2028 and pushing suppliers to plan 2029–30 expansions. Names like Kinsus (3189), Unimicron (3037), Nan Ya PCB (8046), Ibiden (4062), etc are all probably happy. 12. CCL leading laminated board products increased by another 10%-20%, 7th price hike this year (eg. Kingboard). Industry estimates put the HVLP4 copper-foil shortage at ~48% in 2026 / 43% in 2027, while Low-Dk/T-Glass lead times have stretched beyond 30 weeks. 13. "(GaAs) substrate materials and gallium epitaxial source materials are also facing another round of price increases in the third quarter of 2026, reportedly 5 to 6 times higher than at the early stage of the restrictions." "China has recently eased some substrate export controls" but there's a "severe InP substrate shortage" per digitimes. Just some $AXTI related updates 14. $AMD and $AVGO reportedly booked most of Powertech's planned FOPLP capacity ahead of mid-2027 mass production 15. $INTC considering $INTC foundry for HBM4E base dies. But $SKHY responded directly that "some of the content is different from the facts". 16. "OpenAI Hoarding Tens Of Thousands Of $AAPL Mac mini and Mac Studio" for reinforcement learning. Anthropic has been renting mac mini units from $AMZN as well. Kinda sad Tim Cook retired, but dude had a goated run. Just random interesting notes

🤖 Expensive robot data is scarce, so why not learn from our everyday first-person videos? This work turns human hand motion into robot actions to pretrain VLA models. 📰 Title: ACE-Ego-0: Unifying Egocentric Human and Robotic Data for VLA Pretraining 🔗 URL: 💡 Overview ACE-Ego-0 unifies robot demonstrations with egocentric human videos (Ego4D, EPIC-KITCHENS, and more) to pretrain Vision-Language-Action (VLA) models, trained on over 6,000 hours of combined data. 🔍 Challenges Solved Robot demonstrations are costly to collect, while human videos are cheap and abundant. But the two differ in action space, embodiment structure, temporal dynamics, and supervision quality, so naively mixing them breaks training. 🛠 Methodology & Proposed Approach ・Unifies actions in head-camera coordinates with 6D rotations, treating the human hand as an end-effector ・Encodes robot URDFs into morphology tokens via a GNN to absorb structural differences ・Chunks actions by consistent physical duration instead of fixed steps for temporal alignment ・Applies a reliability-weighted loss to noisy human videos, focusing on trustworthy position channels 📊 Use Cases / Results On RoboCasa it hits 72.8% average success (vs GR00T-N1.6 at 47.6%) and ~91% on RoboTwin 2.0. On a real bimanual robot it reaches 78.3% average (π0.5: 71.7%). Strikingly, on a task with only 34 robot demos, adding 419 human video episodes lifted success from 10% to 40%, a 4x gain. #RobotLearning# #VLA#