Mizuho Research: No delays on CPO or 800v dc. Revised up optical engine projections from $NVDA demand ramp. - Next phase in CPO for long term, believes InP DFB lasers remains the focus (hello $SIVE). VSCEL and microLED remain "unproven" in short distance in rack chip to chip for 1.6T - HVDC deployment on track, 800VDC incremental volume 2027, with higher penetration in 2028. What a stupid CPO related selloff recently.

HydroGraph ($HG | $HGRAF) has certified Modern Dispersions (MDI) as a Compounding Partner. With 50 years of carbon compounding expertise, 18 extrusion lines, and ~300M lbs annual capacity, MDI strengthens HydroGraph's ability to support graphene adoption across North America.

I know, I know it's been frustrating to hold $TRT to see it jump then give up all the gains repeatedly. The company is a favorite target of short swarms, however the next earnings are critical. The 124% growth they posted was BEFORE the large new facility, before $MU before $COHR and all the other deals which have been found. The market treats this company like highly speculative while it's 60 years old, growing triple digits and signing tier 1 clients left and right. At some point the market will catch up.

$MRVL $JBL $SIVE 👀 how many time you can ignore before it is to late? $SIVE

$SIVE $AMD - The industry is hit by a massive squeeze on CW Lasers. Recent supply chain tracking from TrendForce shows that $AMD is quietly scrambling to lock in massive purchase orders for these lasers. Their goal is obvious is to secure their own independent supply line before $NVDA locks down the entire market and chokes out $AMD next-o-Packaged Optics (CPO) roadmap. The big problem? Giants like $LITE and $COHR are basically booked solid through 2028. This supply crunch turns $SIVE into a massive tactical play. Connecting the dots between $AMD and $SIVE isn't just wishful thinking; looking at the infrastructure, it’s practically inevitable. $SIVE recently locked in a deep collaboration with $GFS, embedding their laser arrays directly into GF’s SCALE CPO framework. $AMD has a long, deeply rooted history of relying on $GFS for its silicon photonics manufacturing. If $AMD builds its optical chips through GF, they are essentially forced to use $SIVE as their reference light source. The partnership is already written into the silicon. $SIVE is also the exclusive hardware engine behind Ayar Labs' SuperNova light sources. $AMD is a founding heavy-hitter in the Optical Compute Interconnect (OCI) consortium, an ecosystem heavily reliant on Ayar’s architecture. This means $AMD long-term hardware pipeline is already designed to plug right into $SIVE's physical lasers. Look at $AMD recent acquisition of CPO pioneer Enosemi. Enosemi’s designs require incredibly precise, external laser sources to actually move data. Since $SIVE has clear, unconstrained manufacturing capacity through its relationship with WIN Semiconductors, it stands out as one of the only global players capable of handling $AMD massive production scaling. On the corporate side, $SIVE is actively restructuring its books to PCAOB standards to prepare for a major dual-listing on the Nasdaq in New York. You don't launch a major US IPO without a massive PR catalyst. Sealing an official supply agreement with a trillion-dollar hyper-scaler like $AMD would be the ultimate validator for their US market debut.

(1) HydroGraph Clean Power Inc. has announced an official partnership with Modern Dispersions, Inc. (MDI), where MDI is certified as a qualified compounding partner for large-scale graphene production in North America. >>>>>>>>

New $HGRAF Compounding Partner just certified – and this one is a big deal. Modern Dispersions (MDI): 18 extrusion lines, 300 MILLION lbs of annual production capacity, 5 decades of carbon black expertise. 🇺🇸 Fractal Graphene just got a serious manufacturing runway. 🧵👇 $HG

$SLNH $NVDA $SIE NVIDIA’s energy/AI focus strengthens the macro thesis behind Soluna Holdings. NVIDIA’s page is basically about the energy sector becoming more software-defined and increasingly dependent on AI and high-performance computing. They describe how energy companies are using AI/HPC to produce, transport, and deliver lower-cost energy, while also reducing environmental impact and bringing real-time intelligence closer to the grid edge. That matters because NVIDIA is not only talking about AI models running in the cloud. They are placing AI/HPC directly inside the energy value chain. Reservoir simulation. Seismic processing. Pipeline monitoring. Worker safety. Emissions reduction. Industrial digital twins. Renewable energy optimization. Weather and climate simulation. CFD workloads. Power grid maintenance. The important point for Soluna is that NVIDIA is describing energy as a sector where heavy compute becomes part of the infrastructure itself, not just an external IT layer. The most relevant section for Soluna is Power and Utilities. NVIDIA highlights smart grids, predictive maintenance for grid infrastructure, distributed energy resources, synthetic data for grid assets, outage scheduling, and field operations optimization. In other words, the power grid and the energy system are becoming more digital, more AI-driven, and more dependent on compute. That supports Soluna’s core idea: the future of energy is not only about producing electricity. It is about connecting power with compute, data, optimization, and real-time intelligence. The renewable energy angle is also important. NVIDIA specifically highlights Siemens Gamesa and how AI/HPC plus digital twins can optimize offshore wind farms, including wake optimization. They also highlight AI for optimizing solar and wind farms, simulating climate and weather, maintaining power grids, improving carbon capture, and accelerating energy innovation. This is very close to Soluna’s underlying thesis: Energy and compute should not be viewed separately. They should be viewed together. That is where the Soluna parallel becomes strong. NVIDIA is showing what AI/HPC can do for the energy sector. Soluna is focused on the physical infrastructure side of the same trend: building sites where AI/HPC can run close to the power source, especially where renewable energy, behind-the-meter infrastructure, grid access, and speed-to-power can create an advantage. NVIDIA’s phrase “Energy Solutions — From Data Center to Edge to Cloud” is also important. It shows that the energy sector is no longer isolated. It is being connected to data centers, edge computing, cloud infrastructure, and AI workloads. That fits Soluna’s narrative very well. Soluna is not simply saying, “we have power.” Soluna is saying, “we place compute where the power is and make energy infrastructure productive for AI/HPC.” There is also an interesting Siemens angle. NVIDIA highlights Siemens Gamesa as an example of how AI/HPC and digital twins can optimize wind energy. At the same time, Soluna is already working with Siemens on the power-infrastructure side of the same problem. Soluna and Siemens are developing a behind-the-meter AI pilot at Project Grace to manage rapid GPU-driven power swings when AI/HPC workloads run directly on renewable energy. That connection matters. Renewable power needs optimization. AI workloads need stable power. Grid-connected infrastructure needs smarter controls. Behind-the-meter compute needs a repeatable blueprint. This is exactly where Soluna’s model starts to make more sense. AI needs energy. The energy system needs AI. And the winners will be the companies that can combine power, grid access, data center infrastructure, renewable optimization, and speed-to-power.

22 new helium customers in Quebec. Just announced by @CHARBONE_news $CH - today, June 16, 2026. This isn’t a pilot anymore. It’s a customer base. 🧵👇 $CH

"The role will be based at MMP." $MU Micron Memory Penang is now a confirmed customer of Trio-Tech International. $TRT

JPM on Asian MLCCs: MLCC supply shortage through 2028 > ASPs to rise high-50% from 2026–2028 > Industry TAM expected to exceed $30B > 2025–2028E revenue CAGR: 24% > Industry OPM to hit 38% in 2028 AI server demand is the driver: > server is now the key MLCC application > auto demand still resilient > consumer electronics still weak The underappreciated point: > headline capacity growth / effective supply > higher voltage systems require advanced specs > AI server MLCC assembly yield is 3–6x lower than normal MLCC That means supply can stay tight even if capacity rises. JPM prefers Japan/Taiwan over Korea on valuation $6981.T Murata: preferred Japan large-cap $6976.T Taiyo Yuden: higher beta Japan MLCC play $6762.T TDK: Japan exposure, cheaper valuation $2327.TW Yageo: Taiwan winner $009150.KS SEMCO: winner, valuation less attractive Performance has already been insane: MLCC suppliers 268% YTD $009150.KS SEMCO 608% YTD $6976.T Taiyo Yuden 369% YTD $2327.TW Yageo 281% YTD $6981.T Murata 175% YTD $6762.T TDK 62% YTD If you want the full report DM Me.

Defense systems require reliable #communication and sensing in complex conditions. Performance must hold across long distances, changing environments, and real-time scenarios. #Photonics and high-frequency #wireless support these requirements through high-speed data transfer and secure #connectivity. 🛰️ Sivers develops solutions for these types of applications, with advanced #mmWave technology for mission-critical operations. Learn more about Sivers' #defense solutions: sivers-semiconductors.com/ap…

HydroGraph ($HG | $HGRAF) will be presenting an Advanced Carbons Council webinar on June 17. The session will introduce Fractal Graphene Paste, a new pre-dispersed graphene platform designed for easier integration into water-based formulations. Register: us02web.zoom.us/webinar/regi…

➡️ Disseminated by Market One for commercial purposes __ @CHARBONE_news (TSXV: $CH | OTCQB: $CHHYF | FSE: K47) announces that it has entered into a long-term hydrogen supply contract with Hone Inc., a provider of mobile hydrogen power solutions for film, television, and other applications. The two-year agreement formalizes and extends Charbone’s commercial relationship with Hone, supporting clean UHP hydrogen use in active production environments while highlighting growing demand for the company’s hydrogen supply, which continues to outpace available production. Read the full release: bit.ly/4aFj80e

$IQE & $TSEM enter a multi-year InP epiwafer supply agreement. Do you understand how f*cking huge this is for IQE? -> IQE is being designed into the pluggable wave next-gen modulator/OCS roadmap. -> Confirms IQE as a qualified, non-Chinese InP epiwafer source. -> Diversifies IQE's optical customer base beyond $LITE / $MTSI to foundry in $TSEM. So multiple Tier-1 optical anchors. Quick fun fact: IQE sued Tower in 2022 for misappropriating trade secrets to obtain patents. So this Tower agreement lets IQE keep optionality on RF SOI type engineered substrate/layer transfer applications without IP risk. And converts a former enemy into a customer - always a massive bullish signal that a company's products are critical.

Our vertically integrated AI Cloud platform has arrived in Europe. Today, IREN announced it has completed the acquisition of Nostrum Group, adding 490MW of secured power in Spain to serve global demand for AI compute. “Europe is one of the largest and fastest-growing markets for AI infrastructure, and Spain is among its most compelling entry points, with abundant renewables and strong fiber connectivity. Nostrum gives us secured power today along with a development pipeline and a great local team we're excited to work with.” - @danroberts0101 Learn more: iren.gcs-web.com/static-file…

Wow, $IQE and $TSEM sign a multi year InP epiwafer deal. Remember I told you all IQE was important to Western optical supply chains back at $12? $MTSI had to go out of their way to secure their supply with IQE. Now there’s another critical deal with Tower Semi.

$LIB.v $VLTLF producing and refining lithium in the Permian! They’re in Texas and they have the multiplying effect of deploying their modular tech that I believe will make them go BIG! 🇺🇸 Domestic lithium supply! DYOR NFA