The 30d-vs-60d price momentum aggregated AVG/median across whatever SKUs
happened to be in a speed/form-factor bucket each period. New expensive SKUs
entering the catalog (NVIDIA switches at 30k USD, AOC cables) faked huge jumps
— 400G OSFP showed +151% when matched-SKU reality was 0%.
Now: compute per-transceiver median price in each period, keep only SKUs present
in BOTH periods (>=2 obs each), report the median of per-SKU pct deltas. Also
excludes non-transceiver form factors, AOC/DAC cables, switch SKUs, price>15k,
and anomalous observations. Result: 400G OSFP +151%->0%, signals 21->8, and the
ones that remain (NVIDIA MFA7U10 +84% same-SKU) are genuine price moves.
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