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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u do realize $POET requires InP lasers. Without them they can't build their interposer.
There's a lot more value capture before with POET, Broadcom, and others but they would all get supply shocked if Google went directly and bought out InP supply to secure their TPU program.
InP is required for the next few years. There's no getting around it for scale. Then it's just game theory for materials between every hyperscaler.