原文：

原文：
I'm not having a fun day since I got sick today. But the bottlenecks are having a good time:

$AMD +9.13% | $INTC +14.16% | $ARM +14.33%

CPUs go brrr

$SIVE +10.32% | $AAOI +3.39% | AMS OSRAM +24.61%

Lasers go brrr

$EWY +4.08% | $DRAM +2.83% | $MU +2.23%

Memory go brrr

$NBIS +4.7% | $CRWV +5.03% | $IREN +1.73%

Compute go brrr

Probably most material developments were CPU:GPU ratio expectations + CPU demand (from new AI releases).

As well as optical developments from ECOC 2026 (as seen with $MRVL PR + others)

Still a lot to catch up on.

翻译：
我今天生病了，今天过得不太开心。不过瓶颈们倒是玩得很开心：

$AMD +9.13% | $INTC +14.16% | $ARM +14.33%

CPU 轰轰作响

$SIVE +10.32% | $AAOI +3.39% | AMS OSRAM +24.61%

激光 轰轰作响

$EWY +4.08% | $DRAM +2.83% | $MU +2.23%

内存 轰轰作响

$NBIS +4.7% | $CRWV +5.03% | $IREN +1.73%

计算 轰轰作响

可能大多数材料发展都是 CPU:GPU 比例预期 + CPU 需求（来自新 AI 发布）。

以及来自 ECOC 2026 的光学发展（如 $MRVL PR 等）

仍有很多需要跟进。