🚨SlowMist TI Alert🚨 AIDC token on BSC has been exploited. 💸 Loss: 220.12 WBNB (~$120929.35) 🔍 Root Cause: AIDCToken's `_sellTransfer()` accumulates a 30% burn amount without deducting it from the seller. Subsequently, any non-Pair transfer triggers `_executeAccumulatedBurn()`, which incorrectly burns tokens from the `uniswapPair` balance instead of the seller. After burning, `sync()` is called, artificially deflating the AIDC reserve in the AMM, allowing the attacker to drain WBNB. 📌 Attacker: 0x89eb2c99e970d831525c7a52badc290afa116b63 📌 Victim: 0x2725033282b3bd4be8873b7f0f622c18e3b7cbd8 (Pancake V2 AIDC/WBNB Pair) 📌 Vulnerable Contract: 0x5021d71859f81b4c905b573591db8f9cc4a0c6fe (AIDCToken) The attacker exploited a flawed burn mechanism where sell-induced burn debt is wrongly imposed on the liquidity pool, enabling repeated reserve manipulation and a final swap that drained nearly all WBNB from the Pair. Powered by #SlowMist#.AI

ON semi's AI/DC revenue to double in 2026 to $500M+. ON currently sits at 77% utilization rate and still has room to run at 25-30% higher revenue when utilization hits low 90s. Price increases and mix will be additional levers.

Insane earnings today for the AI theme with $CRWV, $SMCI, and $LITE. Coreweave: Absurd ~$104B+ backlog, which doesn't include $25B+ of new customer agreements added in early Q3. Compute demand read through for Neoclouds is enormous (For Nebius, Iren and others) Supermicro: Absurd $65-72B in revenue guidance, adding $60B+ in new orders... AI DC buildout read through is just enormous. Lumentum: $808M -> $1.01B -> $1.25B revenue ramp, with operating margins growing quarter after quarter. Photonics players just keeps printing. TLDR: Every layer of the AI buildout goes brrrrr, and it's showing up in earnings.

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$IREN +19.69% after revising ARR target to $4B+ from new AI cloud contracts. Its customer base now includes Microsoft, Nvidia, Perplexity, and Figure. $HUT +10.45% off a 15Y $9.8B AI DC lease $CIFR +16.76% $CLSK +13.7% $WYFI +9.18% $NBIS and $CRWV are taking their time in the shower. But does look like Neoclouds/Colo players are sharply recovering following new catalysts, such as Kimi compute shortage news and new contracts.

Just some TLDR notes on $AAOI earnings: - Expects full qualification of 1.6T products by their hyperscaler customer within next couple of weeks (helpful revenue ramp #2#, timelines) - Continues to believe that AOI will have the largest AI DC transceiver production capacity in the US (reiterating ambitions during a time when their competitors might get banned) - Expects facilities toward InP capacity to come online in early 2027 (timeline FYI in terms of further ramp) - Total capacity is approaching 200,000/u per month, EOY 650,000/u per month of 800g/1.6t. EOY 2027, 930,000/u (this is the ramp i want to see) - "increase our manufacturing capacity for our external light source or ELSFP. That's for co-packaged optics or CPO". we anticipate ramping production later this year and into 2027, ultimately culminating in about 400,000 pieces per month in 2028 (need some time to model this into revenue) - "As we have mentioned before, we've been manufacturing lasers internally for many years. This has allowed us to avoid some of the shortages that have affected others in the industry" (vertical integration bull case during CW/EML laser shortages) - We believe that in the future, CPO will continue to drive increased demand for high-power lasers (thesis validation on CPO sector) - "to our long-term objective of returning non-GAAP gross margins to around 40%" - "We ended the second quarter with $508.8 million in total cash equivalents" I need to double check if the ATM finished or not - "our ability to deliver revenue in general, and specifically when it comes to 800G products, is limited by our production capacity right now" "If we could produce more, we could ship more right now" Demand > Supply validation. - "Most of the increased capacity will be in U.S. Even so, let me say that, like I keep emphasizing, that is not good enough for the customer demand. The customer demand is 20%-40% higher." Unholy photonics demand validation across the whole sector, read through for $LITE, $SIVE / $JBL, and others is amazing. - "Not in the next two, three years, especially the demand is so big. Okay? Even combined AI, $LITE, $COHR, $AVGO all together, it's still very tough to meet the customer demand in the next few years" More optical sector demand validation. - CPO Timelines: "If you're talking about really high volume manufacturer [for CPO market], I would say more like the late Q3 next year" and "We have been working very close with at least five customer" If you care about current earnings (which I'm not really looking at closely) Revenue: $191M vs. $190m EPS: $.06 vs. $.02 TLDR: Extraordinary demand across the laser + optical sector read through. Kinda supporting Lumentum CEO statement that laser shortage is worse than memory shortages. 2027 capacity ramp on track. To map inflection period with timelines, would be around early next year, as stated in their previous earnings call. AAOI has the customers now. Limitation is making enough lasers and transceivers.

Honestly this decade from 2020-2030 might be the most goated in human history. - Scaling massive reusable rockets for orbital compute with $RKLB to $SPCX. - on the cusp of ASI and recursive learning with Anthropic and OpenAI - Backflipping Boston Dynamics and Unitree humanoids to replace the human workforce - Star Wars laser beams from $EOS.ASX to AI DC lasers like $LITE. - Waymo and $TSLA self driving cars everywhere in urban cities - and we get industry Quantum commercialization end of decade This is kinda crazy to be an investor in this timeframe. Feels like every movie from the Star Wars Death Star to Skynet is coming to life. What’s next?

Robotics is next. Both deal count and investment amounts are skyrocketing per pitchbook March data (source: a16z) Good thing is: the same AI DC exposure often has cross-exposure to humanoid ramp. Like DRAM/NAND with memory (on humanoid inference/storage) or DFB lasers with photonics (FMCW LiDAR vision/sensing). Right now most exposure is upstream component parts… or programs within large players like $AMZN or $TSLA. So global IPO season H2 into 2027 for pure play humanoids/robotics companies is going to be fun.

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Just some TLDR news: - $CXMT IPO tomorrow if you like Chinese memory. - Samsung Electronics reportedly struggling to secure large FC-BGA substrates. Ibiden (4062) reportedly requested LTA guarantees, Samsung Electro-Mechanics sought prepayments. - Samsung + $AVGO sign memory + foundry AI framework through 2030, expected to exceed $200b - $SOI expects FY2027 silicon photonics revenue to double compared to the previous year, surpassing Morgan Stanley's 60% growth projection. Photonics thesis go brrr. - SK Group + $NVDA sign $500B+ partnership to build out AI DCs and HBM4 memory. - SKC Absolics glass core delay to 2027 from reports. Targeting final reliability testing EOY, mass production next year. So if you're curious, this does push back some ramps from $LPK and others (hence drop on ER). - $QCOM price hikes by double digits for smartphone processors, due to upstream supplier hike pricing. - $META expected to issue $12B in project-level/SPV financing for El Paso, Texas AI DC expansion - Naver announced a $10 billion investment from $NVDA and Brookfield to construct a 1GW-scale AI Factory. Near term plan is 200MW by 2028. (Nvidia $1B investment, Brookfield nonbinding $9B) - 64GB DDR5 server modules rises 146% versus end-June contract pricing - $INTC brought forward 14A process mass production by a year, risk production H2 2027 and volume production in 2028, vs. 2029 HVM expectations. - Samsung Electro-Mechanics wins $200m MLCC order (existing bottleneck). - $AMD (the Bandana bottleneck), announces Helios is in full production with shipments Q3 2026. Including an up to 2GW MI455X GPU deployment with Anthropic and a 6GW infrastructure rollout with OpenAI. Gave new >50% CAGR TAM to $220B by 2030 from $26b in 2025 for CPU market. Rolls out optical interconnects for Mi500 in 2027. From channel checks, AMD is heading down to the CPO route (seems likely to use Ayar). - $ORCL wins $7B Department of War enterprise software contract - JX metal doubles semi target capacity at its KR subsidary with a 4B yen investment, with operations to begin H2 2027, amid surging demand from major customers Samsung Electronics and SK Hynix - Tungsten hexafluoride spot prices surged 2.1-2.5x Y/Y following Japan's Kanto Denka and Chuo Gas announcing permanent production halts. Fluorinated liquid supply faces a vacuum as 3M plans to exit PFAS production. - From the four optical chipmaker earnings, Yuanjie/Eoptolink/TFC Optical/Dongshan Precision: no major order cuts, 1.6T shipments expected to accelerate into 2027. Optical chip suppliers expected to capture outsized margins from shortages. - Unitree Robotics Targets 30,000 Humanoid Robot Production Capacity by 2026. Read through on humanoid TAM scaling like $CCXI and others. - Energy storage lithium batteries orders increase first half orders by 2,900% apparently in China. Not as familiar with EVE Energy and other battery makers.