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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anyone who downvoted this comment is a regard. holy sht
A insider having a pre-planned sale does not mean the AI industry is not bottlenecked by InP.
u literally have Jim Anderson from Coherent going out last month and saying their growth is **"constrained by the supply of indium phosphide lasers."**
THEY LITERALLY CANNOT GET ENOUGH InP for Google and Nvidia Demand.
And you have Mckinsey and LightCounting research saying demand exceeds supply by multiple factors.
But yeah let's measure AI industry bottleneck by planned insider sales lol.