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diff --git a/‎reports/aleabito-digests/2026-08-05.md‎
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 2084468063228060092,2026-08-04T02:34:48.000Z,post,"SK Hynix, $MU , and Samsung have sold out of 2027 capacity for DRAM/HBM. $SNDK, Samsung, Micron current annual NAND capacity has been sold out, with Kioxia and SK Hynix expected to finalize allocations by August 2026. - Customers are being allocated only 60–70% of the volumes they initially requested - industry insiders pointed out that 2027 will enter the most severe moment of memory shortage - Allocation amounts are mostly decided, but final shipment pricing will be determined closer to delivery Source: Digitimes, citing industry sources. Hard to see those memory ""oversupply"" claims in early-mid 2027 when they're all sold out of capacity already.",MU|SNDK,https://x.com/aleabitoreddit/status/2084468063228060092,2084468063228060092,
 2084597612175618342,2026-08-04T11:09:35.000Z,post,"A very material catalyst came about for Western supply chains from $AAOI, $SIVE / Jabil, to $LITE and Coherent: The Trump administration is drafting a ban of new Chinese optical transceivers and DC devices. Which would likely hit China’s Innolight, Eoptolink, and other Chinese optical interconnect supply chains. ""The agency would ban all imports of new transceiver models and then exempt many ⁠non-Chinese suppliers from the restrictions"" We'll likely see a larger bifurcation of supply chains with even greater importance put on Western players.",AAOI|LITE|SIVE,https://x.com/aleabitoreddit/status/2084597612175618342,2084597612175618342,
 2084613071423893692,2026-08-04T12:11:01.000Z,post,"Bessent says: ""There may be deal Tuesday or Wednesday to open Strait of Hormuz with freedom of movement"" I think markets might like the sound of this. https://t.co/qXc8u2050N",,https://x.com/aleabitoreddit/status/2084613071423893692,2084613071423893692,
+2084795597417263442,2026-08-05T00:16:18.000Z,post,"$RKLB has been awarded a $397M contract by the US Space Force. To build out Flatellite satellites and launch them on their Medium Lift rocket, Neutron. https://t.co/0jsPPf9ucI",RKLB,https://x.com/aleabitoreddit/status/2084795597417263442,2084795597417263442,
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