TLDRs of things I found interesting this week: - $INTC CEO says some memory prices have risen 5-7× and warns the shortage will worsen in 2027. $SNDK / $MU / Samsung bros will be happy to hear this... (from the AI Infra Summit 2026 in Santa Clara) - $GFS + $MRVL sign extended SiGe capacity agreement for pluggable/NPO/CPO. "Expected to add significant capacity to support Marvell’s growing requirements." I like to keep an eye out on Globalfoundries related updates given $SIVE is their reference laser for SCALE. - $CIEN expects roughly 30% annual revenue growth, 50% adj. gross margin, 20% FCF margin, through FY2029. The company says component availability, not demand, is limiting growth... Seems common across $NVDA to upstream suppliers that supply is the limiting factor for revenue growth. - Winbond acquires Infineon's NOR Flash and F-RAM business for $1.12 billion. Very surprised Infineon sold considering NOR Flash ASP + importance just keep going up and up and up, but good for Winbond consolidation. - Samsung reportedly expands outsourcing of DDR5-module and SSD assembly. I think some local Taiwan reports flag Transcend and Apacer as possible beneficiaries. The report specifically identifies Dreamtech, Hanyang Digitech and SFA Semicon. I've noticed other Korean firms entering new Samsung Electronics contracts for likely legacy memory modules maybe like ~1-2m ago.. So think some media commentary probably missed this too. Maybe too small for them to notice? - $NBIS raises AI cloud prices for the 2nd time in three months (~17-21%), bullish read through for other Neoclouds like $CRWV to $IREN earnings. - $AMZN signs $2.4B agreement with $GNRC for generator deliveries throughout 2027-2028... and received warrants tied to as much as $8B of aggregate purchases Good to keep an eye out on who Amazon signs these warrant agreements with (eg. Alchip, $AAOI, $QCOM, $MRVL, etc) and what type of infra procurement they want. - $TSEM and NewPhotonics begin volume shipments of laser integrated optical engines. Not familiar with newphotonics, so not going to leave much commentary here. But will do some research today. - Goldman Sachs reportedly sees the ABF deficit expanding from 14% to 51%. Forecast shortages are 14% in 2H26, 34% in 2027 and 51% in 2028... More substrate bottleneck stuff, not surprising regarding demand imbalances. - Crusoe raises $3.9B at a $30.9B valuation. Okay this valuation is better than Instinct raising at a bubble $10B valuation off 100k users... - Japan and the U.S. reportedly discuss a $12.9–19.3B $GFS run fab. That's like half of Globalfoundries marketcap lol. Not much details here. - $ARM CEO Rene Haas said he is confident that they can secure enough supply to meet $2B in customer demand (for their AGI CPU). There's probably a lot more demand, probably supply constrained growth as usual so good $ARM signaled confidence in securing allocations. - Supply chain sources said Kioxia has about 50% of its LTA capacity tied up, while SK Hynix/Samsung reserve about 70% of capacity for LTAs for 3-5 years. Not sure how people are bearish on memory.... I don't like posting updates one-by-one like a news reporter, so hope this saves some time of stuff I like looking at. On a side note was surprised markets from $AMD to $INTC rallied today after rate hikes. Think high-beta overshot the selloff the most.

$CIEN (June 2, 2026-weekly chart) I don’t need red or yellow candles. I simply love Volatility Holes--more reliable signals! https://t.co/38MwWXPtEf

RT @dannycheng2022: Here's how you can use volatility holes as reliable buy and accumulation zones when you are in the right stocks. Every time the upper boundary is surpassed, it most likely triggers another rally. Simple yet effective. I share and update the upper and lower boundaries of each volatility hole with my community every day and every week because it is a moving indicator — it changes every day. The following four charts speak for themselves in terms of accuracy! 1. $EWY 2. $CIEN 3. $PL 4. $NOK

$CIEN (May 26, 2026-weekly chart) If you're waiting for a bullish red candle to buy, you're waiting for Godot. That's why I prefer to use the proprietary indicator: volatility hole — it's a far superior signal. After backtesting over 3,000 charts with Cat @cantonmeow , I found it to be roughly 10x more reliable than simply using candles alone. The rule is simple: once price surpasses the upper boundary of the volatility hole and closes above it, it delivers a high-probability, accurate entry signal — especially in stocks exhibiting strong, long-term parabolic trends. @cantonmeow @sheslee @tonylee80

Here's how you can use volatility holes as reliable buy and accumulation zones when you are in the right stocks. Every time the upper boundary is surpassed, it most likely triggers another rally. Simple yet effective. I share and update the upper and lower boundaries of each volatility hole with my community every day and every week because it is a moving indicator — it changes every day. The following four charts speak for themselves in terms of accuracy! 1. $EWY 2. $CIEN 3. $PL 4. $NOK

RT @dannycheng2022: $CIEN (May 17, 2026-weekly chart) Volatility isn’t your enemy — it’s the gateway to real wealth creation, but only if you’re in the right stocks. $CIEN is a textbook example. Every time price breaks above the upper boundary of the volatility hole, it has consistently triggered a strong subsequent rally. Looking back, it’s been one of the most reliable buy and accumulation signals. I use the volatility hole as a reliable signal to add to and accumulate bullish stocks. I highlight my top 4 photonics stocks in both my daily and weekend reviews for my Patreon community — $CIEN is one of them.

$CIEN (May 17, 2026-weekly chart) Volatility isn’t your enemy — it’s the gateway to real wealth creation, but only if you’re in the right stocks. $CIEN is a textbook example. Every time price breaks above the upper boundary of the volatility hole, it has consistently triggered a strong subsequent rally. Looking back, it’s been one of the most reliable buy and accumulation signals. I use the volatility hole as a reliable signal to add to and accumulate bullish stocks. I highlight my top 4 photonics stocks in both my daily and weekend reviews for my Patreon community — $CIEN is one of them.

$NOK up 53% in a single month, tripled off the $4 lows. Are people are starting to realize this isn't the boring phone maker anymore? > Optical Networks running on the 800G ZR coherent pluggables from the Infinera deal, sitting directly in the hyperscaler capex cycle. > AI-RAN turning every cell tower into a distributed inference node, what Jensen calls "Robotic AI Radio." > Nvidia took 2.9% at $6.01 in October. Stock has doubled from there. Still only $67B market cap on a business guiding ~50% operating profit growth into 2028. $NOK $NVDA $CIEN