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 2089908198694351064,2026-08-19T02:51:57.000Z,post,"Unitree (688836) is now public. And is valued at ~$53.3B, after rising +492.18% We finally have a major public company benchmark for humanoids. For reference, Agility (backed by $NVDA, $AMZN) via $CCXI is expected to go public at $2.5B premoney valuation Q4. $TSLA is $1T+, but Optimus is wrapped inside a much larger company. But I think Unitree showed that the demand for pure play humanoid players is much larger… than people expected in public markets.",AMZN|CCXI|NVDA|TSLA,https://x.com/aleabitoreddit/status/2089908198694351064,2089908198694351064,
 2089973586425766134,2026-08-19T07:11:47.000Z,post,"We got $LITE, $MTSI, $AAOI all pointing to extreme demand imbalances with lasers/TIA/DSP/etc from earnings... And now Elazr GM at their investor conference stated: Optical supply is still far behind the market demand, the expected AI optical supply chain are likely to continue for years. - ""the entire supply chain is out of stock"" - ""the supply is still far behind the market demand"" - ""the shortage will continue to the next few years"" ""Whether it is PCB, carrier board, laser chip, or even related packaging capacity, as long as the AI supply chain link, almost all are in short supply."" When demand visibility extends for years with the supply chain bottlenecked: It's getting difficult not to see photonics echoing the memory supercycle entering 2027.",AAOI|LITE|MTSI,https://x.com/aleabitoreddit/status/2089973586425766134,2089973586425766134,
 2090103899302826302,2026-08-19T15:49:36.000Z,post,"$MRVL gives $GOOGL options to buy $12.2B of the company. ""The Marvell-Google deal covers a broad range of technologies used with TPUs, including processors that run AI models, manage data storage and move information ⁠across networks."" Which could translate into ~$120 billion in revenue through 2033. Marvell also has separate warrants with $AMZN after their Celestial acquisition (for purchases of photonic fabric). Remember the good times when Jensen said Marvell would be the next $1T+ company? Seems Nvidia knew Marvell was ""networking"" its way into all the hyperscalers with warrants.",AMZN|GOOGL|MRVL,https://x.com/aleabitoreddit/status/2090103899302826302,2090103899302826302,
+2090374603264929981,2026-08-20T09:45:17.000Z,post,"I'm glad the leverage bros moved from AI stocks back to Hyerliquid and biotech like $MRNA, so maybe we'll see a faster recovery. Aside from that just some TLDR stuff: - $EWY up, primarily from SK Hynix buybacks (they're just too profitable), and Samsung Foundry roughly ~10-15% price hikes. - $SKHY unveils CPO roadmap?? Apparently they're doing something with photonic interposer that links to memory, so I gotta look a bit deeper into this Probably going to be more TAM expansion, more supply chain beneficiaries (eg. lasers, PICs, packaging) off this. - $YMTC pursuing IPO next quarter following CMXT's successful IPO. The Chinese IPO market is just going brrr from Unitree to memory makers. US needs to do something similar rather than IPOing companies at trillion dollar valuations already. - Tyntek limit up there's now order visibility through 2028, given photodiode demand imbalance for photonics. Elazr GM did say the entire optical supply chain was facing major shortages... I'll probably look more at high-end PD bottlenecks next. - MS forecasts a 50% Q/Q price increase for DDR4 for Q3, and 10%+ increase for Q4 2026. (Nanya/2408, Windbond/2344, should be happy). - China reportedly delays clearance from germanium, quartz-based materials, and neodymium magnets To taiwan. So I'll probably have some fun looking into supply chains disruptions there over cup noodles. - High-end PCB drill shortage (still ongoing), Kawei (5498) said AI DCs, servers and optical communications are driving demand for PCBs, HDI and package substrates, while tungsten prices are rising. Though the world's five largest drill manufacturers are aggressively expanding capacity, supply remains far below overall market demand Just stuff I found interesting recently, obviously $MRNA stuff is too.",EWY|MRNA|SKHY|YMTC,https://x.com/aleabitoreddit/status/2090374603264929981,2090374603264929981,
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