ThaetcKDno

$VIAV 51's good dip entry

$ALMU 24.48 ✅ATH above at 25.88

$ALMU $21 ✅with 23.15 next above and $19 support below if $21 does not hold

$ALMU 23.15 ✅ with 24.48 above

Starting a swing in $POET at 6.40. Full retrace to the 200 SMA on the daily. The tech wasn't the problem, the leak was. CFO ran his mouth on Stocktwits, Marvell pulled the orders for breach of NDA. The optical interposer still works. Fundamentals reset, not a tech reset.

$ALMU just broke yesterday highs 19.42. $21 is next daily level above

$VIAV Q3 FY26 — clean 5-for-5 beat-and-raise: • Rev $406.8M vs $370M est (+42.8% YoY) • Non-GAAP EPS $0.27 vs $0.22 est • Op margin 21.0%, +430bps YoY • NSE +54.4% YoY (this is the AI fabric story) • Q4 guide $427-437M / $0.29-0.31, accelerating, not decelerating Guide midpoint is +9% sequential on top of a quarter that already grew +10% sequentially. The picks-and-shovels of the 1.6T AI buildout are inflecting. ATH was $48.89.

$POET Catalyst stack on top of the setup: Tonight AH: $MSFT, $META, $GOOGL, $AMZN + $VIAV Tomorrow: $LPKF Strong capex guides + a good optical read from VIAV = tailwind for the whole AI infra group, $POET included.