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.
Score-106
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If demand > supply by multiple factors before any ASIC program started to ramp, then that's the definition of a bottleneck.
\- Lightcounting Research: Demand for high-speed transceivers today probably exceeds the supply by almost a factor of two.
\- Coherent CEO Q3 earnings: "Supply-constrained by InP lasers"
\- McKinsey: 40% to 60% shortfall for 800G modules and a 30% to 40% shortfall for 1.6T modules.
can go on and on.