EOW full-scan refresh — AEHR graduates from order to full earnings beat + FY2027 outlook; AAOI Texas capacity build confirms the roadmap; complex sells off in sympathy with Korea-memory risk-off; AXTI unresolved a fourth-plus week; two new structural-layer curated finds
Event
EOW full-scan refresh — AEHR graduates from order to full earnings beat + FY2027 outlook; AAOI Texas capacity build confirms the roadmap; complex sells off in sympathy with Korea-memory risk-off; AXTI unresolved a fourth-plus week; two new structural-layer curated finds
Summary
- Type: monitoring-check (subtype: catalyst-confirmation + escalating overdue-item flag + coverage-gap note) - event_id: 2026-07-17-optical-supercycle-aehr-earnings-aaoi-capacity-axti-still-open - Source: ; ; ; ; ; ; ; .
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