Photon Capital
@PhotonCap
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参加 April 2025
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Same $2B. Same template. But the $COHR and $LITE NVDA deals were not the same deal.
COHR: laser AND optical networking products. LITE: advanced laser components only.
$COHR Q3 FY26 is where that line first showed in +27% revenue and the $50B+ SAM reset.
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