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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they can't. anti-trust and it's a national security risk.
AXTI CEO said they own 40% of the InP supply chain. If Google bought them for $800m, all other hyperscalers wouldn't have enough materials for their AI ramp.
Also China would not likely approve it since all their mines/refineries are there and they prob don't like Google.