$COHR beat across the board and raised its outlook. FY Q4: — Revenue $2.05B, up 34%, past the $1.99B consensus — Data Center & Communications $1.62B vs $1.54B expected — EPS $1.74 vs $1.62 expected The company also guided next quarter above the Street — EPS of $1.85–2.05 against the $1.77 consensus. Management's framing: as more data moves optically instead of over copper, the runway keeps extending. Strong print, stronger guide — the optical shift is showing up in the numbers. → NFA. For informational purposes only.

$COHR reports fiscal Q4 after the close today. On strong AI-infrastructure demand, consensus sees revenue up 30% YoY to $1.99B . The core engine is its Data Center & Communications segment — over 70% of revenue — riding explosive demand for high-speed optical: 800G shipping at high volume, next-gen 1.6T ramping, with strong orders from cloud and compute leaders. Margins are the other read. Per Bloomberg, COHR has improved internal processes to unlock capacity at its InP wafer fab and packaging — shifting the mix higher-margin and pushing adjusted gross margin toward the top of its 39–41% guide. Two things to watch on the call: whether the FY2027 outlook keeps accelerating, and any update on the CPO work with Nvidia — including new customers. → NFA. For informational purposes only.

Quoting our note from two weeks ago 👇 00100 — back then, Stock Connect inclusion was still just "market chatter, nothing official." It's now confirmed. And the stock has run from ~$214 to ~$343 since — up roughly 60%. The catalysts we flagged played out: the raise funded the AI buildout, M3 shipped, and southbound access opened the door to fresh flows. What's next on the radar: unconfirmed talk of a potential STAR Market (A-share) listing — though nothing official yet, same caution as before. The fundamentals that drove it haven't cooled: 1M+ enterprise and developer customers, ~300M consumer users. Sentiment caught up to the order book. → NFA. For informational purposes only. #MiniMax# #AI#

$LITE shares saw volatile after-hours trading, initially falling >5%, then swinging to a >5% gain before briefly turning lower again. Fundamentals remained strong: FY26 Q4 revenue reached $ 1.01bn (+109% YoY), ahead of consensus, while the F1Q27 outlook came in well above expectations. Revenue guidance of $1.23–1.28bn implies a midpoint >8% above consensus, while adjusted EPS guidance of $4.05–4.35 is >16% above, with non-GAAP operating margin guided toward ~40%. Management also reiterated that key CPO customers remain on track for mass production, with ultra-high-power laser ramp progressing smoothly and volumes expected to grow further in 2027. >

$LITE reports fiscal Q4 after the close today. As AI data-center networks push toward 1.6T and 3.2T, Lumentum's lead in photonics and lasers is the story — a richer mix of high-margin EML chips is expected to lift gross margin toward ~49%. The tell for a beat sits upstream. Indium phosphide (InP), the core substrate for high-end EML and silicon-photonics lasers, is seeing heavy pull-through: supplier AXTI's InP revenue ran ~3x QoQ and ~10x YoY last quarter, with another 38% sequential gain guided. The other focus is CPO. Management has guided ultra-high-power lasers to start contributing in the Dec 2026 quarter, with hundreds of millions in orders in H1 2027 — so its read on mass-production timing is what the call hinges on. → NFA. For informational purposes only.

$UNITREE — China's first humanoid-robotics name just hit the public market, and it's worth zooming out. Unitree began its STAR Market subscription today, priced at RMB 150.80 — roughly a RMB 61B valuation. Demand was heavy: the online tranche was oversubscribed thousands of times over. But the bigger story isn't one stock. A first listing gives the entire physical-AI space a public-market anchor — and physical AI is a whole supply chain, not a single name. From actuators and sensors, to the vision and control models, to the compute behind them — the parts that make embodied AI work are spread across dozens of companies. Unitree's debut is a reason to start mapping them.

This week, the entire AI supply chain reports back. One question runs through it: is the AI capex finally turning into real revenue? Optical, cloud, compute, storage, equipment — all reporting in the same week. 📅 Earnings in focus Mon — $RKLB, $AST, $HIMS after the close Tue — $CRWV, $LITE, $SMCI after the close: AI-server orders, 800G/1.6T optical demand Wed — $NBIS premarket, then $COHR, $CBRS, $CSCO after the close: AI chips, networking, optical, all at once Thu — $AMAT after the close: wafer-fab, DRAM, advanced-packaging capex guidance →

Inflation is what this week turns on. CPI drops Wednesday — headline expected to ease from 3.5% to 3.4%, core at 2.5%. A soft print cools September hike bets and lifts growth names; a hot one puts pressure back on stretched valuations. PPI follows Thursday, testing whether input costs are still passing through. AI infrastructure reports in force: $CRWV Tuesday after the bell, with datacenter capacity and power resources in focus. $LITE the same night — 800G and 1.6T optical module demand is the read on the whole optical trade. $NBIS Wednesday pre-market, where GPU deployments and margins under heavy capex are the question. On the HK side, #Tencent# reports Wednesday. Gaming revenue and Video Account ad monetisation are the numbers that matter.

$LYTE — Roundhill's new pure-play optical ETF went live yesterday, and it's already tradable on StableStock from day one. The Photonics & Optics ETF (LYTE) is actively managed, built around the multi-decade AI infrastructure buildout. Top holdings as of Aug 6: — Lumentum ( $LITE) 15.5%, Coherent ( $COHR) 15.4%, Ciena ( $CIEN) 13.4% — US optical majors — Eoptolink 14.4%, Zhongji Innolight 14.2% — Chinese module leaders, held via total return swaps — TFC Optical, Yuanjie, Accelink round out the China exposure @roundhill has had a sharp read on themes this year — first DRAM, now optical connectivity. Whether the timing holds is for the market to judge, but the selection instinct is worth watching. Nearly half the book sits in Chinese names, accessed through swaps since A-shares aren't freely open to foreign funds. One ticker, the whole optical chain. → NFA. For informational purposes only.

StableStock · July build in public Market got hit — semis + KOSPI crashed, and our spot volume went with it: Jun $120M → Jul $82M But the part that matters held: ✅ Revenue~$300k ✅ 2nd month in a row at breakeven Slow month on the screen. Heads-down building behind it. Shipping next: 🇰🇷 Korean stocks — August. Stablecoin, straight into Korea. 📱 App + funding-rate vault — next 60 days more markets loading Reach the world's real markets with stablecoins. That's the whole game.

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00100 — MiniMax is having a defining week: a new flagship model, and a potential Stock Connect milestone landing at the same time On July 31, it launched MiniMax H3, an omni-modal model that generates 15-second, native-2K video with built-in stereo audio — taking text, image, video and audio as inputs. It's live via API and the Hailuo app, with open weights planned. The stock jumped 13%+ on the release The second catalyst: MiniMax (HKEX: 00100) is projected for Southbound Stock Connect inclusion as early as today, having cleared the extra hurdles its dual-class structure required. If confirmed, it would open the door to southbound flows — historically a liquidity tailwind for newly eligible names A frontier model shipping, and access widening. Both in the same week → NFA. For informational purposes only #MiniMax# #AI#

$SNDK beat big — revenue up 372% — then fell over 6% after hours. FY Q4 came in strong: — Revenue $8.97B vs $8.64B expected, up 372% YoY — EPS $39.25 vs $34.37 expected — The board approved a new $14B buyback What turned the tape: next-quarter revenue guidance of $10.3–10.8B came in below the $11.16B consensus. Strong quarter, softer outlook — the market priced the guide, not the print. → NFA. For informational purposes only.

$SNDK reports fiscal Q4 after the close today. NAND is in a structural squeeze — undersupply, surging blended ASPs, and enterprise-SSD demand from AI inference. Consensus sees revenue up 40%+ sequentially, and per Bloomberg Research, the actual print could beat consensus by ~8%, with next-quarter guidance potentially topping estimates by 18%. The operating detail: NAND blended ASP rose ~35% QoQ, bit shipments ~15% — both ahead of the 31% and 16% expected. The real focus after the bell is the New Business Model. Three NBM contracts have lifted RPO to $41.6B; with two more expected this quarter, the market is watching whether RPO clears $60B — a sign of how much demand is locked in, not just booked. → NFA. For informational purposes only.

03308 — A US import ban on Chinese optical modules is being drafted. Zhongji Innolight, the world's largest maker, is right in its path — yet the stock's losses narrowed today. The policy, led by the FCC, would restrict Chinese-made optical transceivers from US AI and data-center infrastructure, with officials aiming to implement within 2026. Here's why the sell-off faded: the supply chain already moved. Chinese leaders began building Thailand capacity around 2022 — now the overseas backbone. Per reports, Southeast Asia (Thailand + Malaysia) covers ~90-95% of Innolight's North American shipments, with domestic lines handling only urgent top-ups. By 2025, US-based production was already in motion. Short term, the tape trades sentiment. Medium term, it watches how the rules get written. Long term, it comes down to product, yield and delivery. Policy can change the shipping address. It's harder to change who's best at making the modules. → NFA. For informational purposes only.

$AMD beat across the board — then fell more than 9% after hours. The quarter was strong: revenue $11.54B, up 50%, past the $11.31B consensus. Data center led at $6.72B, up 107%. EPS $1.66 vs $1.62 expected. The sell-off came from outside the print. On a separate call, Elon Musk said SpaceX will build entirely on Nvidia's Blackwell architecture and stop buying AMD chips, calling Blackwell the best available. Strong numbers, but a headline customer signal cut the other way. → NFA. For informational purposes only.

$AMD reports Q2 after the close today. The focus has moved past PC swings to what's structural: server CPU share gains, and execution on the Helios and MI450 rack-scale AI platforms in H2. With cloud penetration and agentic-AI demand, server CPU sales look likely to beat Helios is the one to watch — 432GB HBM4 per GPU, 23.3TB/s bandwidth, ~34x the prior generation's peak compute. It ships late Q3 and ramps in Q4, with Meta, OpenAI, Anthropic and Microsoft already lined up The real question after the bell: how much of those deployments converts into recognized revenue guidance — and whether new large-scale customers show up. UBS sees 2026 revenue reaching $51.1B → NFA. For informational purposes only

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03308 Zhongji Innolight is bouncing back. The stock jumped 16% today, clawing back a chunk of the day-one plunge we flagged when it broke below issue price The move tracks the AI hardware complex turning: Nvidia's CPO (co-packaged optics) reportedly began shipping, and optical-module demand keeps running ahead of upstream supply — leaders are locking in capacity through prepayments The debut sold off on 1.6T price-war fears. Today the tape is weighing the other side of the same story: if demand outpaces supply into 2027, the module leaders sit on the right side of it The fundamentals never moved — Q1 2026 revenue up 192%, net profit up 273.7%. What changed is sentiment, not the order book → NFA. For informational purposes only.

Zhongji Innolight (HKEX: 03308), the world's largest optical transceiver maker, debuted in Hong Kong today — the biggest HK listing since Alibaba's 2019 return — and broke below its issue price on day one Its A-shares (300308 SZ) fell 15.69% to RMB 908, shedding over RMB 160B in a session, now down 35%+ from a June 22 high Two things drove the sell-off: chatter that 1.6T optical module prices could fall below $600 next year, stoking price-war fears; and a view that the lower H-share pricing — about a 21% discount to the A-shares — would weigh on the A-line The fundamentals tell a different story. Q1 2026 revenue hit RMB 19.5B, up 192% YoY, net profit up 273.7%. Hours after the drop, the chairman proposed a RMB 4–8B A-share buyback → NFA. For informational purposes only