$Applied Optoelectronics(AAOI)$  $AXT Inc(AXTI)$ $Marvell Technology(MRVL)$  $Corning(GLW)$ $Ciena(CIEN)$ On March 12, 2026, three separate optical-related MSAs dropped on the same day. That does not happen by coincidence. It means the entire industry has converged on the same conclusion: the physical layer of AI infrastructure needs to change, and it needs to change now. Call it the opening shot of the Optical War. This article breaks down what each MSA actually standardizes and which companies are positioned to benefit. First, What Is an MSA? MSA stands for Multi-S

That legendary Zion Road plate is a masterclass in high-heat cooking. It all starts with that unmistakable wok hei—a smoky, charred aroma from the intense flames that gives the noodles a deep, soulful umami flavor. ​I’m a huge fan of the "wet" style; it’s incredibly rich and satisfying. Even the smaller $6 portion is remarkably filling, though the taste is so addictive you’ll find yourself wishing you had the stomach for a second round. ​To finish off, I skipped the $2+ hawker drink and headed to McDonald's instead. For a cheaper, you get a chilled, air-conditioned environment and table service—the perfect way to cool down after that smoky, heavy lunch.

$HIMX 20260618 12.0 CALL$ $Himax(HIMX)$ I've initiated a small position. 

$Himax(HIMX)$ is the exclusive supplier of critical wafer-level optics (WLO) components inside TSMC’s COUPE (Compact Universal Photonic Engine) platform, the core optical engine for its Co-Packaged Optics (CPO) architecture. This directly replaces power-hungry copper SerDes links with integrated light-based data transfer between chips/switches. TSMC COUPE CPO Architecture — What It Actually IsCOUPE is TSMC’s production-ready silicon-photonics integration platform (developed with NVIDIA). It heterogeneously bonds a Photonic IC (PIC on SOI N65) with an Electronic IC (EIC on N6/65nm) using SoIC-X hybrid bonding, then co-packages the entire engine with the host ASIC/switch via CoWoS. Light comes from external CW laser source modules (detachable OSFP-

$MOS 20260618 30.0 CALL$ $Mosaic(MOS)$ In 2026, risk management may require looking beyond Brent crude. The real geopolitical trade could be fertilizer supply security. U.S. fertilizer autarky domestic production insulated from Hormuz disruption may become the “Fortress America” strategy for this geopolitical cycle. As the Northern Hemisphere enters peak planting season, the effective bottleneck in Hormuz has paralyzed a vital artery of global trade that carries far more than just energy. In global seaborne trade, Hormuz acts as a choke point for: Urea: ~33–35% of global exports (notably from Qatar and Iran) Ammonia: ~30% of global trade Sulfur: ~45–50% of global exports (critical for

$AAOI 20260402 120.0 CALL$ $Applied Optoelectronics(AAOI)$  Muthu boy strike again… finally can go market buy one cow already. 🐄❤️

One third of the world fertilizer pass through the Strait of Hormuz. Now the strait close already. Everybody talk about oil price only. But nobody talking about food crisis coming. Urea price — the fertilizer feeding half the world crops — already $584 per ton on 9 March. Just 11 days jump 29%. Before war only $470. DAP fertilizer also jump to $655 per ton. Same story like oil. Because Iran export about 10–12% of global urea, now supply gone. And the huge fertilizer complex at Ras Laffan Industrial City also stop production. Shipping through Hormuz collapse 70–75%. Fertilizer cannot move because ships cannot get insurance. So chain reaction start: Fertilizer cannot ship → Farmers cannot buy → Soil no nitrogen → Less grain harvest → Bread price go up. Cities like Cairo, Lagos, Dhaka, Jakart

$HIMS 20260618 21.0 CALL$ $Hims & Hers Health Inc.(HIMS)$  Prata shop closed for a week due to celebrations!

$ORCL 20260402 160.0 CALL$ $Oracle(ORCL)$  Happy Muthu boy! 

Iran may be deploying naval mines in the Strait of Hormuz. Muthu boy just want catch ikan for dinner. But the sea story bigger than the fish. Iran maybe mining the Strait of Hormuz. That one oil highway leh… when navies go clear mines, all the underwater robot companies suddenly become hot fish in the market. Naturally, the question on everyone’s mind isn’t just geopolitics… it’s also: “How do you invest around this?” 🤔 Here’s the “underwater treasure map” investors are watching: 🔎 Finding the Mines (Sonar & Mapping) Coda Octopus Group ($Coda Octopus Group Inc(CODA)$   ~$174M) – Builds powerful 3D/4D/5D sonar that can spot mines even in muddy water. The U.S. Navy uses its gear for explosive ordnance disposal missions. Kraken Rob

$AST SpaceMobile, Inc.(ASTS)$  $Rocket Lab USA, Inc.(RKLB)$  $Redwire Corp.(RDW)$ $Planet Labs Pbc(PL)$ $EchoStar(SATS)$ With the war appearing close to an end, markets are rapidly shifting focus again. Oil prices, which had surged to around $116 per barrel, plunged below $90 after an announcement by Donald Trump, triggering a sharp reversal as traders began pricing in easing geopolitical risks. As energy markets cool and the broader stock market begins to rally again, investor attention is shifting back to long-term structural themes — and on

Nvidia AI chips now eating memory like hungry customer eating prata. $NVIDIA(NVDA)$   $Micron Technology(MU)$   $SanDisk Corp.(SNDK)$   $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$   The newest chip from Nvidia, called Rubin, needs 288GB of RAM. Wah… that one 8x more memory than a high-end PC, and 23x more than a smartphone. Like one customer come in say, “Muthu, give me one prata,” then suddenly order 23 prata with egg, cheese, tissue, everything. Last time the Nvidia H100 chip only needed 80GB RAM. Now jump until 288GB. Every new chip like customer appetite getting bigger and bigger.