March 2026 laser investments — $2B each into Lumentum and Coherent — offer a rare perspectival experiment: both suppliers discussed the unannounced negotiations on consecutive days. Lumentum framed it as capital gap fill (~$25M

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NVDA-playbook / One deal, two stories, zero mentions

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/p/p-day-20260811-nvda-playbook-src-nvda-playbook-two-sides-conversation ↗

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2026-08-11T01:32:17.241Z