event_id: 2026-05-29-optical-supercycle-eow-full-scan-refresh

Type: refresh (subtype: eow-full-scan-data-refresh)

Source: 2026-05-29 EOW full-scan; optical-supply-chain + ai-infra.json (fresh 2026-05-29 bars).

Wave 1 broad pullback confirmed: LITE -8.9% 7D / RSI 44.9 / weak-down trend — the R31-A "contested/late-stage" cohort-state call is now showing in price; LITE and ONTO (RSI 44.8) both flipped to weak-down; FN -5.5% 7D; GLW -5.1% 7D. COHR held better (-0.4% 7D / RSI 52.4) given the May 6 Q3 print anchor. PLAB (equipment adjacency, not in key_tickers) -34.3% 7D / RSI 28.9 — first optical-adjacent equipment breakdown of the cycle; watch-for "equipment-layer bifurcation" is firing.

Wave 3 remains momentum layer: ALAB +12.8% 7D / RSI 80.8 / +184% 3M — near or at blow-off extension; CRDO +11.6% 7D / RSI 69.1 / +107% 3M approaching Wave 3 ceiling; SMTC +7.6% 7D / +58% 3M / RSI 62.6 still extending. SIVEF +435% 3M is the adjacency standout. Wave 4 (LWLG) -12.7% 7D / RSI 42.2 / weak-down — SilTerra tapeout catalyst still outstanding, speculative leg unresolved.