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    },
    {
      "id": "stockanalysis-cohr",
      "url": "https://stockanalysis.com/stocks/cohr/statistics/",
      "retrieved_at": "2026-10-22T10:30:00+00:00",
      "status": null,
      "sha256": null,
      "bytes": null,
      "source_role": "Peer multiples",
      "web_review": true,
      "retrieval_note": "Read on the web on 2026-10-22 during the 22 October research pass; not archived locally.",
      "error": null
    },
    {
      "id": "stockanalysis-aeva",
      "url": "https://stockanalysis.com/stocks/aeva/statistics/",
      "retrieved_at": "2026-10-22T10:30:00+00:00",
      "status": null,
      "sha256": null,
      "bytes": null,
      "source_role": "Peer multiples",
      "web_review": true,
      "retrieval_note": "Read on the web on 2026-10-22 during the 22 October research pass; not archived locally.",
      "error": null
    },
    {
      "id": "stockanalysis-poet",
      "url": "https://stockanalysis.com/stocks/poet/statistics/",
      "retrieved_at": "2026-10-22T10:30:00+00:00",
      "status": null,
      "sha256": null,
      "bytes": null,
      "source_role": "Peer multiples",
      "web_review": true,
      "retrieval_note": "Read on the web on 2026-10-22 during the 22 October research pass; not archived locally.",
      "error": null
    },
    {
      "id": "semianalysis-gb200",
      "url": "https://newsletter.semianalysis.com/p/gb200-hardware-architecture-and-component",
      "retrieved_at": "2026-10-22T10:30:00+00:00",
      "status": null,
      "sha256": null,
      "bytes": null,
      "source_role": "Rack power and optics per GPU",
      "web_review": true,
      "retrieval_note": "Read on the web on 2026-10-22 during the 22 October research pass; not archived locally.",
      "error": null
    },
    {
      "id": "nber-w35865",
      "url": "https://www.nber.org/papers/w35865",
      "retrieved_at": "2026-10-22T10:30:00+00:00",
      "status": null,
      "sha256": null,
      "bytes": null,
      "source_role": "1 GW campus cost with chips",
      "web_review": true,
      "retrieval_note": "Read on the web on 2026-10-22 during the 22 October research pass; not archived locally.",
      "error": null
    },
    {
      "id": "bloomberg-meta-texas",
      "url": "https://news.bloomberglaw.com/tech-and-telecom-law/meta-blackrock-plan-to-invest-in-giant-texas-data-center",
      "retrieved_at": "2026-10-22T10:30:00+00:00",
      "status": null,
      "sha256": null,
      "bytes": null,
      "source_role": "Campus cost context",
      "web_review": true,
      "retrieval_note": "Read on the web on 2026-10-22 during the 22 October research pass; not archived locally.",
      "error": null
    },
    {
      "id": "ascent-1-6t-guide",
      "url": "https://ascentoptics.com/blog/osfp-1-6t-optical-transceiver-guide/",
      "retrieved_at": "2026-10-22T10:30:00+00:00",
      "status": null,
      "sha256": null,
      "bytes": null,
      "source_role": "1.6T module prices",
      "web_review": true,
      "retrieval_note": "Read on the web on 2026-10-22 during the 22 October research pass; not archived locally.",
      "error": null
    },
    {
      "id": "fs-1-6t",
      "url": "https://www.fs.com/c/1.6t-osfp-5597",
      "retrieved_at": "2026-10-22T10:30:00+00:00",
      "status": null,
      "sha256": null,
      "bytes": null,
      "source_role": "1.6T module list prices",
      "web_review": true,
      "retrieval_note": "Read on the web on 2026-10-22 during the 22 October research pass; not archived locally.",
      "error": null
    },
    {
      "id": "credo-oz8",
      "url": "https://credosemi.com/products/silicon-photonics/oz8/",
      "retrieved_at": "2026-10-22T10:30:00+00:00",
      "status": null,
      "sha256": null,
      "bytes": null,
      "source_role": "Lasers per DR8 PIC",
      "web_review": true,
      "retrieval_note": "Read on the web on 2026-10-22 during the 22 October research pass; not archived locally.",
      "error": null
    },
    {
      "id": "openlight-dr8",
      "url": "https://www.prnewswire.com/news-releases/openlight-announces-sample-availability-of-its-first-1-6tb-dr8-dfb-based-photonic-integrated-circuit-302411698.html",
      "retrieved_at": "2026-10-22T10:30:00+00:00",
      "status": null,
      "sha256": null,
      "bytes": null,
      "source_role": "Lasers per DR8 PIC",
      "web_review": true,
      "retrieval_note": "Read on the web on 2026-10-22 during the 22 October research pass; not archived locally.",
      "error": null
    },
    {
      "id": "hytop-800g-bom",
      "url": "https://www.hytoptodevice.com/blog-detail/800g-optical-modules-where-is-the-market-heading-a-2026-deep-dive",
      "retrieved_at": "2026-10-22T10:30:00+00:00",
      "status": null,
      "sha256": null,
      "bytes": null,
      "source_role": "Die price example",
      "web_review": true,
      "retrieval_note": "Read on the web on 2026-10-22 during the 22 October research pass; not archived locally.",
      "error": null
    },
    {
      "id": "ayar-jabil-supernova",
      "url": "https://ayarlabs.com/jabil-server-sled-with-64-ayar-labs-supernova-light-sources/",
      "retrieved_at": "2026-10-22T10:30:00+00:00",
      "status": null,
      "sha256": null,
      "bytes": null,
      "source_role": "SuperNova sled",
      "web_review": true,
      "retrieval_note": "Read on the web on 2026-10-22 during the 22 October research pass; not archived locally.",
      "error": null
    },
    {
      "id": "siliconmatter-sivers",
      "url": "https://siliconmatter.substack.com/p/sivers-semiconductors-a-130m-mcap",
      "retrieved_at": "2026-10-22T10:30:00+00:00",
      "status": null,
      "sha256": null,
      "bytes": null,
      "source_role": "CPO laser content per GPU estimate (secondary)",
      "web_review": true,
      "retrieval_note": "Read on the web on 2026-10-22 during the 22 October research pass; not archived locally.",
      "error": null
    },
    {
      "id": "thevalueist-mizuho",
      "url": "https://x.com/TheValueist/status/1993439612551758073",
      "retrieved_at": "2026-10-22T10:30:00+00:00",
      "status": null,
      "sha256": null,
      "bytes": null,
      "source_role": "Mizuho UHP DFB price via secondary post",
      "web_review": true,
      "retrieval_note": "Read on the web on 2026-10-22 during the 22 October research pass; not archived locally.",
      "error": null
    },
    {
      "id": "aleabitoreddit-mapping",
      "url": "https://aleabitoreddit.substack.com/p/sivers-semi-sive-the-cpo-laser-supplier",
      "retrieved_at": "2026-10-22T10:30:00+00:00",
      "status": null,
      "sha256": null,
      "bytes": null,
      "source_role": "Analyst customer mapping (speculative)",
      "web_review": true,
      "retrieval_note": "Read on the web on 2026-10-22 during the 22 October research pass; not archived locally.",
      "error": null
    },
    {
      "id": "tradingview-sive",
      "url": "https://www.tradingview.com/symbols/OMXSTO-SIVE/",
      "retrieved_at": "2026-10-22T10:30:00+00:00",
      "status": null,
      "sha256": null,
      "bytes": null,
      "source_role": "Share price history",
      "web_review": true,
      "retrieval_note": "Read on the web on 2026-10-22 during the 22 October research pass; not archived locally.",
      "error": null
    },
    {
      "id": "ibkr-mobile-capture-2026-10-22",
      "url": "https://www.interactivebrokers.com/en/trading/ibkr-mobile.php",
      "retrieved_at": "2026-10-22T10:48:00+00:00",
      "status": null,
      "sha256": null,
      "bytes": null,
      "source_role": "IBKR Mobile research screens (Morningstar quantitative, LSEG, TipRanks, ESG, ownership, key ratios, forecasts), read-only login; 52 screenshots archived locally with capture timestamps",
      "web_review": true,
      "retrieval_note": "Captured 2026-10-22 12:48 to 12:55 Europe/Luxembourg; third-party data via IBKR, not guaranteed by IBKR; local screenshots not published except four embedded images.",
      "error": null
    }
  ],
  "scope": "Primary issuer disclosures, explicitly attributed secondary thesis reconstructions and counterpoints, and linked original public-account attribution. Original Serenity post bodies/rankings and a current exchange quote have not been audited."
}