### @NVDA-playbook — Confirmed — from both suppliers' calls and NVIDIA's disclosure record
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
- tier: Confirmed (✓)
- source: NVDA-playbook / One deal, two stories, zero mentions
- receipt: https://ticker.thevixguy.com/p/p-day-20260811-nvda-playbook-src-nvda-playbook-two-sides-conversation
- posted: 2026-08-11T01:32:17.241Z