Company
US-listed (NYSE: COHR) maker of engineered materials, lasers and optical components, including transceivers for AI data-center and telecom networks.
Lumentum says its AI data-centre optical parts are sold out until roughly 2029, with about 70% of demand for some products going unmet in 2027. Customers are paying toward the expansion, but Bloomberg reports that new optical capacity takes three to five years to build.
Reality
PicoJool, the Gelsinger-backed optics startup, raised a $27.5 million Series A to get its VCSEL links for AI data centers qualified with customers. For operators, that means a new low-power option to put through trials, with volume supply still at the planning stage.
Reality
The book grew from about $7bn in a year, and roughly half of it is priced by funding rounds rather than by markets, which means a demand forecast built on customer orders is partly a forecast of Nvidia's own marks.
Reality
China supplies close to 30% of some transformer and switchgear categories and more than 40% of US battery imports, so the Energy Department's new power to condition those purchases lands on a buildout planning to go from 62 GW to 152 GW.
Reality
Net buying of SOXL and the SK hynix ADR nearly equalled all Korean purchases of US stocks in July. Thirteen days into August, both names sit outside the top 20.
Reality