Just some near term events:
- OCP APAC tomorrow (Ayar, Lightmatter, $AMD(AMD.US), $NVIDIA(NVDA.US)) and your CPO players are giving announcements/updates.This should be a catalyst for certain optical players.- Earnings week: with $AST SpaceMobile(ASTS.US), $Rocket Lab(RKLB.US) reporting today (space), $Lumentum(LITE.US) on Tuesday (photonics), $Nebius(NBIS.US) in the middle of the week (Neocloud), and more.- Unitree IPO subscriptions opened up today and Listing is expected this month.Should be a potential catalyst for the humanoid + robotics sector if it opens up well eg. $Churchill Capital XI(CCXI.US).Fun week ahead.
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