StableStock 🐳(@StableStock):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 →

2026.08.10 10:40

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 →