Reminder: $SIVE #EarningsCall# - this week! Join us as we share Q1 '26 results, & provide insights into our continued momentum across the #Photonics# & #SATCOM# markets. Date: May 29, 2026 Time: 08:00 CEST Access the webcast:

$LITE earnings are out, very strong earnings: Revenue: $1.01B, +24.5% Q/Q, +109.3% Y/Y growth vs. ~$984.6M Adj. EPS: $3.23 vs. ~$2.95 Gross Margin (non-gaap): 50.4% / Operating margin (non-gaap) 36.6% Q1 FY2027 guidance is probably more important: Revenue: $1.225–1.275B vs. ~$1.16B Adj. EPS: $4.05–4.35 vs. ~$3.63 Operating margin (non-gaap) of 39.5% - 40.5% In terms of notes: Sees: "Increasing demand for ultra-high-power CPO lasers, an initial order for ELS modules" - Great read through on other CPO players like $SIVEF, $COHR, and others. (maybe not AAOI since they're missing out on first-gen deployments) - "Breath of NPO engagements are the first signs that optics are starting to penetrate in-rack connectivity, significantly upping our optical TAM" - Revenue projections "reaching our target model more than a quarter ahead of schedule." Extremely strong earnings as expected, you have revenue going from: $808M -> $1.01B -> $1.25B while operating margin keeps increasing... Just my first impressions. Most important thing is the earnings call coming up soon.

SpaceX Earnings call preparation Getting ready, watching this fascinating video, highly recommended "Why Elon Musk is really building Starship" Thank you @oldn_slow for pointing me to it 💕

TESLA EARNINGS CALL SUMMARY ELON: It’s hard, but it’s happening. Also I love AI6 as much as a straight man can love a computer chip. VAIBHAV: Honestly idk what you said bro but I love you. ASHOK: I can literally fuck your girl. LARS: Fuck New Jersey We are so back

Q1 earnings are in: 2026 is off to a terrific start. Our AI investments and full stack approach are lighting up every part of the business: Search queries are at an all-time high with AI continuing to drive usage. Google Cloud revenue grew 63%, Gemini models have incredible momentum, and it was our strongest quarter ever for consumer AI subs, driven by @GeminiApp. Thanks to our partners + employees around the world. Much more to share on our earnings call in 20 minutes… and at Google I/O in 20 days!

SpaceX’s first public earnings call is live and the numbers are insane 🔥 Q2 2026: • Revenue: $7.81B (+92% YoY) • Adjusted EBITDA: $3.53B (+191% YoY) • Net loss narrowed to $541M • Starlink subscribers: 12 million (doubled YoY) • $14.1B in new Cloud Services Agreements • Capex $18.3B (mostly AI) • $100B cash + $47.5B backlog Key call notes so far: – Going exclusive on Nvidia GPUs (“best architecture”) – >2 GW compute by end of 2026 → closer to 10 GW by end of 2027 – Two successful Starship V3 tests in 90 days – Acquiring Cursor for $60B to accelerate AI – Elon: we’re playing the 5-10+ year game (Moon & Mars bases). Short-term earnings may take hits and that’s fine. First public report and they’re already operating at this scale. What do you think — undervalued or fully priced in? $SPCX

SpaceX Q2-26 Earnings call Bret Johnson, CFO Holy moly "in the first few weeks of the third quarter, we've already contracted an additional $6.7 billion of cloud services revenue over a six month period that begins ramping, starting in October of this year. We believe this puts us on a trajectory, including contribution from cursor to reach 100 billion of RR or annualized revenue run rate by the end of this year."