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.
Score13
▶ Full Post Text
InP a physics problem. You can't throw money to spawn materials but you can engineer around it. TFLN or quantum dot lasers are many many years away.
US will be funning money into Coherent (<2%) and maybe Dowa, Japanese (<12%), but if 78% of the supply goes offline, there's no way around it.
And you can acquire 25% of the entire supply chain + 30% of the entire substrate output for $700m.