March 2026: $2B each into Lumentum and Coherent. Both suppliers discussed the unannounced negotiations on consecutive days — a rare perspectival experiment. Lumentum: capital gap filler (~$25M FCF vs ~$320M capex). Coherent: 20-year relationship formalization from a self-funded position. Same capital, two truthful stories sorted by who needed money. Then the tell: NVIDIA's next earnings call named neither supplier despite $4B deployed. Customers get named; suppliers stay anonymous infrastructure. The platform's signal is in its silence.