Example of an AI infrastructure stock experiencing extreme volatility driven by algorithmic trend-following rather than fundamentals.

Jumped 12% after acquiring Dust Photonics, signaling heat in silicon photonics.

Released preliminary 3rd quarter revenue that massively beat expectations ($404-$408 million vs. $340 million expected) and projected 200% revenue growth for fiscal year 2026, causing the stock to jump significantly.

Included in a list of semiconductor companies set to benefit from the industry's shift towards advanced packaging and chip efficiency.

Reported explosive growth with revenue up 272% and EPS up 857% year-over-year, directly attributed to the build-out of AI training and inference clusters.

Highlighted as part of the expanding AI investment theme in data center 'plumbing' and connectivity, and was noted for outperforming NVIDIA during the week.