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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True, but market hasn't even opened yet. Nobody is even able to buy calls.
But per their CEO they control 40% of the world's Indium Phosphide supply chain. Just watch what happens with ASIC programs scale up and people start ramping up prices of InP.
This is a 6 month out bottleneck thesis, not day trading.