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What exactly is CPO?
CPO (Co-Packaged Optics) integrates the optical engine, originally located in pluggable transceivers, with the host chip. This reduces the electrical signal transmission distance from tens of centimeters to tens of millimeters, makes the system use less power, carry more data, and work faster.
How does CPO change the traditional optical communication demand structure?
Compared to traditional pluggab...
CPO (Co-Packaged Optics) integrates the optical engine, originally located in pluggable transceivers, with the host chip. This reduces the electrical signal transmission distance from tens of centimeters to tens of millimeters, makes the system use less power, carry more data, and work faster.
How does CPO change the traditional optical communication demand structure?
Compared to traditional pluggab...
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$Duolingo (DUOL.US)$ Many people are confused about why there was a sharp drop. In fact, it's one of the sectors most vulnerable to AI disruption. Just look at how Chinese people are learning English now—using DouBao while reading books and asking questions one by one to study. This means more people will use AI to learn English in the future. Why did it rise before and fall now? Because previously, the market was speculating on user growth and revenue. Now that growth has stalled, the market is speculating on AI replacement. Companies that are more likely to be replaced by AI will see their stocks sold off. It's not that DUOL isn’t profitable or has already been replaced—it’s about speculating on expectations, not the current reality.
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$Quhuo (QH.US)$ An ordinary resolution was passed to decide on the termination of the company's American Depositary Receipt program (including the termination of any related deposit agreements and their amendments) ('ADR Termination') as well as the listing of the company’s Class A common stock on Nasdaq Stock Market LLC ('Listing'), with approval for the completion of the ADR Termination on the same day.
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$United Homes (UHG.US)$ Today (February 23, 2026), UHG officially announced that it has been acquired by Stanley Martin Homes in an all-cash deal
A fatal acquisition price: the offer stands at $1.18 per share
The acquisition has been finalized (approved by the board)
A fatal acquisition price: the offer stands at $1.18 per share
The acquisition has been finalized (approved by the board)
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$Gossamer Bio (GOSS.US)$ Due to this failure, the company has announced the suspension of another late-stage study targeting interstitial lung disease. This means that the company’s main R&D pipeline has almost come to a standstill, and there may not be any flagship products coming to market in the next few years. R&D is extremely costly. This failure means that the huge investment made earlier has gone down the drain. The higher the expectations, the harder the fall. Previously, Wall Street analysts (such as Guggenheim) believed that it needed to achieve at least a 20-meter improvement to have commercial value, but the resulting 13.3 meters was far below expectations, causing institutional investors to collectively 'withdraw their investments and escape' overnight.
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$Faraday Future Intelligent Electric Inc. (FFAI.US)$ I can only say it's laughable, truly naive; the majority of Blackrock and Vanguard’s holdings are in ETFs (index funds). As long as FFAI remains in a small-cap index like the Russell 2000, these funds must buy according to their proportional allocation, even if the company is going bankrupt tomorrow.
• The illusion of continuous accumulation: Since FFAI frequently conducts reverse stock splits, in order to maintain its weighting ratio within an index or to hedge against dilution from new rounds of financing, institutions sometimes have to buy more shares. This kind of 'accumulation' is often programmatic rather than based on optimism about the future.
The other side of institutional entry: short selling through securities lending
There’s another reason you might not know: after large institutions hold these shares, they can lend them to short sellers to collect interest.
In the case of highly volatile stocks like FFAI, securities lending yields extremely high interest. Blackrock holding 5% does not necessarily mean waiting for the stock price to rise but may be aimed at earning substantial interest paid by those wanting to short the stock. As long as the company doesn’t go bankrupt, the potential downside after a reverse split is enormous, opening up unlimited downward space for significant short-selling profits.
• The illusion of continuous accumulation: Since FFAI frequently conducts reverse stock splits, in order to maintain its weighting ratio within an index or to hedge against dilution from new rounds of financing, institutions sometimes have to buy more shares. This kind of 'accumulation' is often programmatic rather than based on optimism about the future.
The other side of institutional entry: short selling through securities lending
There’s another reason you might not know: after large institutions hold these shares, they can lend them to short sellers to collect interest.
In the case of highly volatile stocks like FFAI, securities lending yields extremely high interest. Blackrock holding 5% does not necessarily mean waiting for the stock price to rise but may be aimed at earning substantial interest paid by those wanting to short the stock. As long as the company doesn’t go bankrupt, the potential downside after a reverse split is enormous, opening up unlimited downward space for significant short-selling profits.
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$Faraday Future Intelligent Electric Inc. (FFAI.US)$ The SEC has declared its Form S-1 effective, meaning the company can legally sell shares.
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Detailed breakdown for you (from an investment perspective)
What is Form S-1?
Form S-1 is a filing submitted by companies to the U.S. Securities and Exchange Commission:
"We plan to issue shares, please review"
This is the registration document that must be filed by companies conducting a public offering of securities in the United States.
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What does 'effective' mean?
It means that a company can proceed with issuing new shares to raise funds, existing shareholders lifting restrictions to sell shares, and convertible bonds or debt-to-equity swaps. However, these actions cannot be carried out arbitrarily without proper application and public announcements. Therefore, it is necessary to issue an announcement. So, if you're investing in stocks, you need to frequently check the announcements. This company is about to activate its stock market printing press!
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Detailed breakdown for you (from an investment perspective)
What is Form S-1?
Form S-1 is a filing submitted by companies to the U.S. Securities and Exchange Commission:
"We plan to issue shares, please review"
This is the registration document that must be filed by companies conducting a public offering of securities in the United States.
⸻
What does 'effective' mean?
It means that a company can proceed with issuing new shares to raise funds, existing shareholders lifting restrictions to sell shares, and convertible bonds or debt-to-equity swaps. However, these actions cannot be carried out arbitrarily without proper application and public announcements. Therefore, it is necessary to issue an announcement. So, if you're investing in stocks, you need to frequently check the announcements. This company is about to activate its stock market printing press!
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$SPDR S&P 500 ETF (SPY.US)$
less interested in spy this week
$Six Flags Entertainment (FUN.US)$ playing earnings to the up side 17.50 calls
$Dave & Buster's Entertainment (PLAY.US)$ adding 100 share to long term account and playing calls on trading account
$UnitedHealth (UNH.US)$ continuation of last week pump .
less interested in spy this week
$Six Flags Entertainment (FUN.US)$ playing earnings to the up side 17.50 calls
$Dave & Buster's Entertainment (PLAY.US)$ adding 100 share to long term account and playing calls on trading account
$UnitedHealth (UNH.US)$ continuation of last week pump .
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