Earnings reaction creates imbalances/over-reaction. Q2 revenue $168.8M +55% YoY/+23% QoQ; infrastructure +145% YoY/+35% QoQ; adj. op margin 22.3% vs 15.9%; Q3 guide $210-220M; 2026 optical DC revenue raised to $190-210M from $150-170M; 1.6T now in customer hands. Loaded up pre-market around 82.