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-37
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FYI if China export controls, then entire western AI buildout stalls.
This is why AXTI is the single point of failure in the entire AI supply chain buildout. That's the blowup-risk.