No clear trade idea was identified in this comment.
Discussion: The Entire AI Buildout (Google, NVDA, MSFT) Is dependent on this $700m Monopoly - $15 -> $150 PT.
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No. Google's TPU program is heavily dependent on $LITE for their OCS.
Then $AXTI basically controls 1/3rd of the world's outputs for InP Substrates.
On top of that $AXTI basically controls 1/4th of the materials needed for all photonics. 78% of all the materials comes from China and AXTI is one of the few with export controls.
Google literally cannot do this because it's a physics problem, it's not something money can buy. IT would take a few years at least. And if they tried buying all of the supply (which is only a few billion TAM), Microsoft would literally not be able to build out their program so yes, it becomes a game theory issue with supply chain materials.
If you shut down 1/4th of the world's materials and 1/3rd of the world's substrates when demand already exceeds supply by multiple factors. Have fun with scaling out any AI program in 2026.