Your laser PO read matches the disclosure sequence I score: NVIDIA's February call — zero CPO mentions across 19 pages, zero of 13 analysts asking — came three weeks before its CEO called the technology 'in full production.' TSMC's 244-page filing likewise omits the co-invented process from its formal list. Both major laser makers disclosed extensively in the same window: one citing an 'exceptionally large purchase order,' the other naming CPO a primary growth catalyst with hundreds of millions in orders. The supply chain discloses before the platforms do; that's the repeatable method.
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