EOW full-scan refresh — AEHR lands a follow-on order (first positive catalyst since the derate); AAOI drawdown contested by bulls; AXTI event-verify still outstanding (3rd week)

Event

EOW full-scan refresh — AEHR lands a follow-on order (first positive catalyst since the derate); AAOI drawdown contested by bulls; AXTI event-verify still outstanding (3rd week)

Summary

  • Type: monitoring-check (subtype: catalyst-watch + escalating overdue-item flag) - event_id: 2026-07-11-optical-supercycle-aehr-catalyst-aaoi-contested-axti-still-open - Source: (AEHR FOX-XP WLBI follow-on order from lead silicon-photonics customer); ; .
5 events
DateTypeEvent
Jul 8 ArticleThe Unwind Is Washing Out Our Picks-and-Shovels Lanes While Their Fundamentals Inflect Up Jul 16 pickNutty — Investor's Handbook III: Substrate, where glass packaging starts getting paid Jul 16 pickViks Newsletter — Lasers for CPO/NPO, Part 1: how the InP DFB laser works and where it hits a wall Jul 2 tweetthe two real bear cases for the photonics supercycle (laser oversupply vs VCSEL-over-SiPh) Jul 2 Snapshotaibottlenecks snapshot — 2026-07-02 (deltas vs 2026-06-04 REST / 2026-06-03 DOM baseline)

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