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From @TheAthletic: When Steve Cohen bought the Mets in 2020, he was greeted as a deep-pocketed liberator. But now, they have baseball’s worst offense despite a payroll north of $500 million. nyti.ms/4t0Eiwk

Quantinuum has confidentially filed for a U.S. IPO that could become the largest quantum computing listing to date. Its differentiator is a full-stack model spanning both hardware and software.

BLOG: Why Advanced Packaging Designs are Crucial for AI Manufacturers "POET's two ELS platforms—POET Blazar™ and POET Starlight™— directly address the core challenges of delivering scalable, manufacturable light for next-generation chip-scale optical architectures." poet-technologies.com/blog/why-advan… #POETpowersAI

Firing Antoine Richardson was so fucking stupid

Yet, Carlos Mendoza decides to lift Freddy with 2 on, and Raley comes in and serves up a pinch hit 3 run homer. Honestly, it’s hard to defend Mendoza at this point. The Mets need to make a managerial change before it’s too late! #LGM

@Ben_Yoel Fire Stearns

Mets are really about to lose their 10th game in a row. What an insane turn of events from when they were 7-4.

@NjTank99 what do we do?

@SleeperMets what’s the solution?

@NYPost_Mets do you agree? #Mets #FireDavidStearns #NewYork #NewYorkMets #MLB #Baseball

Xanadu ($XNDU) is the only publicly traded pure-play photonic quantum computer company. I read their 3 Nature papers as a Si-photonics engineer and broke down what matters: • Borealis (2022): 36μs vs 10⁹ years. Quantum advantage proven, but bulk optics only. • Aurora (2025): 35 chips, 86.4B modes. But P1 path loss is 56%. The fault tolerance graph can't even fit the current operating point on its axes. • GKP (2025): 0.62 dB vs 9.75 dB threshold. Same chip, reduce loss from 18% to 0.5%, and you cross the line. Three papers, one conclusion: the technology works. It is not yet fault-tolerant. The gap is measured in dB. Free article for all readers.

Quantum firms are racing to market as the industry hits ‘inflection point’ cnbc.com/2026/03/30/qua…

2025 Mets when trailing after 8 innings: 0-70 The 2026 Mets: 1-0 Different vibes. #LGM

#Photons stocks.apple.com/A-KsVq-3BQ0OiU… @PhotonCap @GlobalFoundries @tower_semicond

an official article published by $POET

“Legends aren't defined by their successes. They're defined by how they bounce back from their failures.” — @chrisbosh

I've been tracking Tower Semiconductor $TSEM's silicon photonics moves for a long time. Every partnership, every earnings call, every capacity expansion. Today I finally put it all into one article. $TSEM just signed a development agreement to integrate $LWLG's electro-optic polymer into its PH18 silicon photonics PDK — 8 days after NVIDIA committed $4B to Lumentum and Coherent. This isn't a coincidence. It's a pattern. A foundry betting $920M on SiPho doesn't put an unproven material on its menu without conviction. I wrote a deep dive covering: → Why TSEM's PH18 PDK integration changes LWLG's trajectory from "interesting demo" to "industry-standard candidate" → The 6-partner SiPho ecosystem TSEM built in 12 months (NVIDIA, Scintil, Salience Labs, and more) → EO polymer vs. TFLN — an honest comparison, including where HyperLight is already ahead → TAM → SAM: what LWLG can actually capture (hint: it's not $100B) → The risks that could break the thesis The first half is free — start there to understand the technology. $TSEM $LWLG substack.com/home/post/p-19…

NEWS: POET to Demonstrate Extraordinary Hybrid Laser and Next-Generation High-Powered Light Sources for #AI Applications at #OFC2026 (March 16-19). poet-technologies.com/news/poet-to-d… #POETpowersAI

As of March 9, 2026 The Silicon Photonics and Optical Networking sector is showing strong bullish momentum, led by a massive surge in $AXTI. This follows renewed investor confidence regarding the company's progress on export permits and surging demand for its indium phosphide substrates used in AI optical infrastructure (simplywall.st/stocks/us/semi…). The explosive growth of AI data centers has created a massive bottleneck in data transfer speeds, shifting the industry focus from compute power to optical interconnects. This is driving a structural re-rating across the entire optical supply chain, from foundational materials to advanced packaging and testing, as hyper-scalers aggressively upgrade to 800G and 1.6T networking to support next-generation GPU clusters. $AXTI: 19.12% $AAOI: 15.74% $AEHR: 14.80% $LITE: 14.73% $BESIY: 10.05% $CIEN: 8.28% $COHR: 7.04% $POET: 6.53% $FORM: 4.74% $GLW: 4.67% $TSEM: 4.40% $KEYS: 3.52% $LWLG: 2.62% $ALMU: 2.53% $NDX: 1.32% $GFS: 1.07% $SPX: 0.83% 1. Optical Components and Foundational Materials $AXTI, $COHR, $GLW: These companies provide the essential raw materials, advanced lasers, and physical fiber-optic glass required for high-speed light transmission. $POET, $LWLG, $ALMU: Represents specialized, emerging bets on next-generation photonic integrated circuits and electro-optic polymers designed to lower power consumption. 2. AI Networking and Transceivers $AAOI, $LITE, $CIEN: These players are directly capitalizing on the data center upgrade cycle, supplying the critical optical transceivers and high-capacity routing equipment that link AI servers. 3. Advanced Packaging and Semiconductor Manufacturing $BESIY, $TSEM, $GFS: Foundries and equipment makers enabling the physical integration of optical and electrical components through hybrid bonding and specialized silicon photonics manufacturing. 4. Testing and Validation Equipment $AEHR, $FORM, $KEYS: The surge in complex silicon photonics demands rigorous wafer-level testing and signal measurement to ensure component reliability before deployment in mission-critical AI data centers.