The Projection — a symmetric watercolor butterfly

The Projection

The surface is never the system.

← Research · Q1

Destination · networking & optics

$588.0M tracked across 1 claim(s) (+2 more without a settled point figure — see members)

Sum of point-figure, USD-denominated flow claims tagged Destination · networking & optics in the money-flow graph, leaving out claims with no realization status (reported, not closed) and guarantees (contingent).

Aggregate of 3 member claims — each member's sourced figures are below.


the working

Basis

Sum of point-figure, USD-denominated flow claims tagged Destination · networking & optics in the money-flow graph, leaving out claims with no realization status (reported, not closed) and guarantees (contingent).

The pieces 3

Every claim that fed this total, plus any that couldn't be summed — click a row for its own sourcing.

FlowAs ofAmount
Applied Optoelectronics USD 600 million at-the-market equity programme, completed 5 October 2026 → Applied Optoelectronics2026-10-05T00:00:00Z$588.0M
Nvidia → Coherent2026-03-02T00:00:00Znot summed
Nvidia → Lumentum2026-03-02T00:00:00Znot summed
Total (settled figures only)$588.0M

A claim is one metric we assert about a node — the value is the summary, this page is the receipt. Sourced from kestrel; supersedes-history not yet shown. Back to Research · Q1.