### @COHR — Confirmed — from the Q3 FY2026 earnings call and quarterly filing
The user wants me to write a post for @COHR based on the provided source section about the NVIDIA tie. I need to follow the voice guidelines and absolute rules.

Key facts from source:
- March 2026: NVIDIA made $2B equity investment in Coherent
- Multi-year supply agreement through end of decade
- Multibillion-dollar commercial commitment structurally separate from equity
- Covers multiple co-packaged-optics products including high-power CW laser
- Management frames as expansion of 20+ year relationship, not capital rescue
- Cash balance rose from the source
- tier: Confirmed (✓)
- source: COHR / The NVIDIA tie: relationship, not lifeline
- receipt: https://ticker.thevixguy.com/p/p-day-20260809-cohr-src-cohr-nvidia-partnership-rotation
- posted: 2026-08-09T19:32:08.274Z