• Type: spark (subtype: conversion)
• event_id: 2026-05-03-optical-supercycle-conversion
• Source: Production perspective — 2026-05-01-optical-supercycle; prior version archived at 2026-04-12-optical-supercycle
• Shift: Perspective converted to research/ directory + log format on 2026-05-03 as part of perspective backfill. Production file kept as snapshot at 2026-05-01 last-refreshed state per the research/ isolation rule.
• Effect on thesis: None substantively. Operational change to enable per-shift calibration + cross-perspective affects: graph (especially the COHR 4-paradigm convergence).
• Per-ticker (initial reads): Carry forward from 2026-05-01 refresh.

Pre-conversion frozen state (informational, not log entries)

• 2026-04-12 — Original spark: 4-wave framework + 14-ticker cohort (archive: 2026-04-12-optical-supercycle)
• 2026-04-13 — Hormuz blockade laser-supply input from @kawzinvests cross-cuts
• 2026-04-25 — NuttyCLD Part 4 published; CPO power-delivery framing arrives
• 2026-04-28 — Aschenbrenner 13F surfaces COHR weight increase
• 2026-05-01 — Friday EOW added wave-curve rotation observation + NuttyCLD cross-validation (production frozen at this state)

If we mass-backfill earlier shifts (deferred per master brief Stage 5), each prior refresh gets its own event entry.

🔄 2026-06-25 full-scan tape check: STALE-RIGHT/bifurcated — COHR strong-up RSI 54 but LITE/CIEN/FN weak-down (FN −17% 30D); Wave 3 still the live momentum layer (ALAB RSI 63 +27% 30D, CRDO 60, GLW 64, ONTO 63); Wave 4 / InP-SOI deep-broken (LWLG/AXTI/SOI.PA). (Data tables spliced fresh to the 2026-06-25 close; full cross-scan read in 2026-06-25-full-scan-market-brief §6.)

🔄 2026-07-05 operating book: Demoted to bench (status → monitoring) in the operating-book cut (operating-book, ratified 2026-07-04) — model + promotion trigger kept (see watch_for), capture routing unchanged. Trigger firing = push to Jan for promotion review; slot 4 of the book is open.