🎟️𝐍𝐨𝐫𝐂𝐚𝐥➡️𝐄𝐦𝐞𝐫𝐬𝐨𝐧, 𝐆𝐀 Mason Harris is headed to @LakePointSports to represent #TeamNorCal# at the 2026 Prep Baseball Future Games! #BeSeen# #ShapeTheState# #PBFG26# 👤 | @MaseHarris_50

🎟️𝐍𝐨𝐫𝐂𝐚𝐥➡️𝐄𝐦𝐞𝐫𝐬𝐨𝐧, 𝐆𝐀 Ben Jordan is headed to @LakePointSports to represent #TeamNorCal# at the 2026 Prep Baseball Future Games! #BeSeen# #ShapeTheState# #PBFG26# 👤 | @BenJordan2028

🌊 𝑭𝒖𝒕𝒖𝒓𝒆 𝑮𝒂𝒎𝒆𝒔 𝑴𝑽𝑷'𝒔 🌲 After standout performances at the @prepbaseball #PBFG26#, we present the MVP and MVPitcher of #TeamSoCal# and #TeamNorCal#. @quinn_melton11 | @RileySalvemini | @isaacschroederr | @sing78923

Earnings Takeaways Note - FORM * 2Q26 beat across the board: Revenue $258.2M and 53.3% GM exceeded expectations * 3Q26 guided to ~$270M revenue with margins expanding to 54%. * AI recovery gaining traction: AI probe card share continues to rise, with stronger CPU and CPO demand supporting the next growth leg. * Rubin & Intel are key catalysts: Expect 10%+ share on Nvidia Rubin, further gains with Rubin Ultra/Humusfish, while Intel’s 18A ramp drives server CPU probe card demand and 20–30% pricing upside from node migration. * HBM to reaccelerate: Memory mix shifts toward DDR in 3Q26, but HBM revenue is expected to reach a record high in 4Q26 with next-gen AI platform ramps. * CPO momentum accelerating: Management expects CPO revenue to hit the high end of FY26 guidance by 3Q26, driven by Triton adoption and insertion leadership. * Valuation: Shares have corrected 38% from the peak and now trade at 25x 2027E P/E (vs. 33x/42x for MPI/Technoprobe), offering an attractive risk/reward. #FORM# #Formfactor#