I'm not having a fun day since I got sick today. But the bottlenecks are having a good time:
$AMD +9.13% | $INTC +14.16% | $ARM +14.33%
CPUs go brrr
$SIVE +10.32% | $AAOI +3.39% | AMS OSRAM +24.61%
Lasers go brrr
$EWY +4.08% | $DRAM +2.83% | $MU +2.23%
Memory go brrr
$NBIS +4.7% | $CRWV +5.03% | $IREN +1.73%
Compute go brrr
Probably most material developments were CPU:GPU ratio expectations + CPU demand (from new AI releases).
As well as optical developments from ECOC 2026 (as seen with $MRVL PR + others)
Still a lot to catch up on.