u/AleaBito on The Entire AI Buildout (Google, NVDA, MSFT) Is dependent on this $700m Monopoly - $15 -> $150 PT.

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u/AleaBito · r/wallstreetbets · 2025-12-29

AXT Inc (AXTI) — LONG

Author likes AXTI as it controls 40% of the InP supply chain.

Author’s exact words:

to cover all grounds I’ve liked:

1. $AXTI - Basically 40% of InP supply chain

Applied Optoelectronics (AAOI) — LONG

Author likes AAOI for hyperscaler buildout.

Author’s exact words:

1. $AAOI, $LITE for hyperscaler buildout, AAOI for AMZN/MSFT

Marvell Technology (MRVL) — LONG

Author likes MRVL as a design partner for MSFT.

Author’s exact words:

1. $MRVL and $AVGO - MRVL design partner for MSFT 2026-2027

Lumentum (LITE) — LONG

Author likes LITE for hyperscaler buildout and Google TPU.

Author’s exact words:

1. $AAOI, $LITE for hyperscaler buildout, AAOI for AMZN/MSFT, and LITE for everything but more levered to Google TPU

Broadcom (AVGO) — LONG

Author likes AVGO for broad exposure.

Author’s exact words:

1. $MRVL and $AVGO - MRVL design partner for MSFT 2026-2027, and AVGO kinda everything.

DOWA Holdings (5714.T) — LONG

The author likes this Japanese supplier as geographic diversification for InP materials and substrates over the next two years.

Author’s exact words:

1. $DOWA + Sumitomo for Western hedge on InP / InP substrate

Sumitomo Electric Industries (5802.T) — LONG

The author likes this Japanese supplier as geographic diversification for InP materials and substrates over the next two years.

Author’s exact words:

1. $DOWA + Sumitomo for Western hedge on InP / InP substrate

Returns measure price changes from publication. They do not verify the author’s actual trades or realized profit.

Discussion: The Entire AI Buildout (Google, NVDA, MSFT) Is dependent on this $700m Monopoly - $15 -> $150 PT.