EOW refresh (R-cycle): quiet week on optical-specific catalysts; congressional flow signal lands on LITE/COHR/FN
Event
EOW refresh (R-cycle): quiet week on optical-specific catalysts; congressional flow signal lands on LITE/COHR/FN
Summary
- Type: monitoring-check (subtype: qualitative continuity) - event_id: 2026-07-25-optical-supercycle-eow-refresh-congress-signal - Source: ; prior log 07-19 entry. - Shift: No fresh AEHR/AAOI/AXTI-class capture landed this week; the desk's own daily briefs carried no optical-supercycle-specific line item. A new cross-desk fl
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