Sony - Apple - Nitto Boseki

Hello I have been reading about investing for past \~2 months. I did get my first two positions immediately after opening depot and after that i started learnign about investing and resaearching. After looking around for a bit i started researching sony, but it took me few weeks to find potential reason why its shares price was falling down, and another week to realise there is a bottleneck. The information was that iphone 18 will stop using sony sensors. .....but they have to beg nitto boseki to sell them Fibre glass. When i read that information only few days passed for nitto jump to 15000yen, now its over 20000yen. now I assume experienced investor would be able to catch the company at 15000yen and get the profit from the next 36%+ Im not very interested Directly in mag7 and my watchlist doesnt have any of these on it, but some positions are closely related. now to the point...if it took a complete newbie less than 2 months to find a bottleneck that did 100% why i dont see any more experienced investors talk about nitto boseki here at all? Nitto boseki apparently is not needed only for the next iphone, but also for ai datacenters hardware, EV. Who can afford to bid for the fibre glass? How it affects the stock? Ai datanceters have to slow down if they dont get all the fibre, iphone might get delayed, EV cant pay premium and are already moving deadlines from 2035 further up. So I read that the mag7 are slightly down, is one of many reasons fibre glass bottleneck? Will nitto reach 30000? [https://www.tomshardware.com/tech-industry/artificial-intelligence/glass-cloth-could-be-the-next-great-ai-shortage-as-major-manufacturers-scramble-to-secure-critical-material-japanese-manufacturer-courted-by-apple-nvidia-google-and-amazon](https://www.tomshardware.com/tech-industry/artificial-intelligence/glass-cloth-could-be-the-next-great-ai-shortage-as-major-manufacturers-scramble-to-secure-critical-material-japanese-manufacturer-courted-by-apple-nvidia-google-and-amazon) as side not i do not hold nitto boseki, i was thinking on getting it if it goes back below 20 000 what do you think? but i do hold another company related to the same bottle neck with BT resins. Im interested in your comments related to: \- nitto boseki price and valuations risks etc. \- Nitto boseki impact on mag7 share prices, apple share price. \- How can sony recover from loosing bilion dollars market of apple iphones? \- who can afford to pay premium for the bottle neck? how will the sectors be prioritised and what kind of delays you expect? I assume Ai/datacenters will get majority of supply and they will also be cyclical if ai continues to build infrastructure successfully. \- there is funny tiny company called unitika that did 330%+ at the same time as nitto boseki, but is it a reasonable movement? musunderstanding? or real premium alternative for additional small supply? xD \- will bt resins follow up the nitto boseki pattern? \- how will korea companies gain from this?