$CLS EXECUTIVE CALL SUMMARY: (CELESTICA INC, 10/28/25) Q3 2025 results materially exceeded prior guidance on revenue and adjusted EPS, driven by an acceleration in hyperscaler networking demand within the Connectivity & Cloud Solutions (CCS) segment and continued mix-driven

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75 years ago, 1 out of every 5 dollars a US family earned went to food. Today that's closer to 1 in 10. A slow, steady, easy-to-miss kind of progress.

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🚨 KRAKEN ROBOTICS HAS ACQUIRED COVELYA GROUP FOR $615M $KRKNF $PNG.V Kraken just went from ~$130M in standalone revenue to a $365M combined platform. This combined entity is now arguably the most complete pure-play subsea defence supplier in the Western world. Covelya's

This dude absolutely annihilates the theory of evolution in 70 seconds. Life does not come from non life. We did not evolve from a single cell organism. Believing in evolution takes faaaaar more faith than believing in a creator.

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High conviction long: $AAOI. I genuinely think this could easily be a 3x by next year. Nvidia funded $COHR, who does Malaysia manufacturing for 800G/1.6T. $LITE uses FN in Thailand for volume production, and has it's own manufacturing in Thailand. I will keep

Home Depot is giving free training for trades: - HVAC - Carpentry - Electrician - Construction All self paced classes and you can earn certificates.

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이번엔 CPO 내부를 집중 분석해 보았습니다 🫡

CPO 세부 내용에 대해 정리해보았습니다

You can make a lot of money in the photonics / SiPh market if you position early.. What Im doing right now is watching the photonics supply chain very closely ahead of Optical Fiber Communication Conference 2026 next week. OFC tells you where the photonics industry will be in

🚨 The Optics Supercycle is Sold Out $LITE $COHR $AAOI $NVDA $AXTI If the transition to advanced optics has been further delayed by copper, somebody forgot to tell the optical supply chain. There is a lot of fear in the photonics trade right now, largely sparked by Broadcom

$MRVL EXECUTIVE OVERVIEW The reported quarter was strong, but the real event was the magnitude of the forward reset. Q4 FY26 revenue was $2.219 billion, up 22% y/y and 7% q/q, with non-GAAP EPS of $0.80. Q1 FY27 guidance was set at $2.4 billion +/-5% of revenue and $0.79

GREAT article about the Drone economy and supply chain. I highly recommend.

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Article de malade sur la photonique À lire absolument

Repeat these 7 sentences to your child - and let them become their inner voice. (No. 6 builds instant confidence.)