Networking > memory. We’ve been more cautious on the memory space since end of June by saying supply/demand improve significantly by 2H 2027. Now, I’m hearing more folks saying that. Networking names should outperform - catalysts are more favorable. Our new ideas reflect this $SMH

"Networking events are a waste of time" people who say this don't understand value of in-person experiences. when I was in India, I was fortunate enough to attend YC startup school. There, I was able to: > meet founders doing insane numbers. > got a chance to ask @snowmaker a question. > listened to valuable talks I probably wouldn't focus and listen on YouTube by myself > gifted $25k in ai credits, which was a game changer for gitreverse hope to do more meetups this year..

Networking 🤝 Yard Brewing Co. We're kicking off the holiday season at @yardsbrew on 12/2 (5:30-7:30 PM) with local brews and tasty food. Go the extra yard with your network this year. Register now: #PhillyNetworking# #PhiladelphiaEvents# #PhillyCareers#

OPTICAL NETWORKING DAILY DIGEST, SATURDAY, OCTOBER 31, 2026 SCREENING • Adtran: Adtran Holdings, Inc. Total Voting Rights Announcement under Article 41 WpHG (EQS News Service 2425924, published Oct. 31, 2026, 10:00 CET, opened firsthand via ad-hoc-news): publication of the new total number of voting rights under Sec. 41 WpHG following a conditional capital increase (Sec. 41 para. 2 WpHG) effective Oct. 31, 2026. New total number of voting rights 81,495,825, of which multiple voting rights 0. The new total is 3,769 higher than the 81,492,056 total stated in the Oct. 29 Goldman Sachs notifications reported Oct. 30. Non-product, no optical change. • Applied Optoelectronics: Vanguard Capital Management LLC filed a Schedule 13G for Applied Optoelectronics, Inc. on Oct. 30, 2026 (EDGAR accession 0002100119-26-001557; the filing document was read firsthand on EDGAR): beneficial ownership of 4,305,787 shares of common stock, 5.09 percent of the class, with sole voting power over 652,746 shares and sole dispositive power over all 4,305,787 shares; event date requiring the filing Sep. 30, 2026; filed under Rule 13d-1(b) as an investment adviser. An ownership disclosure only, no company release and no optical change. A late Oct. 30 item. • Mitsubishi Electric: Mitsubishi Electric announced a share buyback of up to 3.91 percent of its own shares worth JPY 200 billion, announced Oct. 30, 2026 alongside its first-half fiscal 2027 results (Reuters headline via TradingView News, published Oct. 30, 2026, 06:36 UTC; corroborated by an Oct. 31 ad-hoc-news analysis opened firsthand stating the buyback was announced with the Oct. 30 results). The Oct. 30 results release did not record a buyback, and no separate Mitsubishi primary release text was opened, so this item is wire-grade. A capital return only, no optical product content. A late Oct. 30 item. • YOFC: YOFC (Yangtze Optical Fibre and Cable) announcement on the use of proceeds from its placing of 70 million new H shares (TipRanks summary of the HKEX announcement, published Oct. 30, 2026, opened firsthand; summary-grade, single-source, the primary HKEX filing text was not opened): net proceeds about HK$2.23 billion, of which about HK$1.03 billion had been spent as of Sep. 30, 2026, leaving about HK$1.20 billion unutilised for overseas business development; the board extended the expected deadline for using the remaining overseas expansion funds from December 2026 to December 2027, citing stronger operating cash flow and longer construction periods for overseas production bases; the allocation strategy is unchanged. Corporate finance only, no product item, no revenue observation. A late Oct. 30 item. NEW COMPANY • Mixx Technologies: New company added (catch-up): Mixx Technologies, Inc., a venture-backed deep-tech company headquartered in San Jose, California, building co-packaged optics for hyperscale AI infrastructure, with its SxC Connector (PR Newswire launch release datelined SAN JOSE, Calif., Aug. 31, 2026, opened firsthand in full; the company was not previously covered). The SxC Connector is an optical connector for the front plane and the backplane, the first product in the SxC family and the connectivity layer of the HBxIO platform: each connector scales up to 64 fibers (single-mode and polarization-maintaining in the same form factor), and a single rack unit terminates up to 24,576 fibers. No part number is stated in the release. The primary dateline is Aug. 31, 2026, so this is a catch-up addition surfaced by the Oct. 30-31 discovery scans, not an Oct. 31 announcement.