@SonGoku Hey man, check out an article I wrote on $IQEPF last month on my Substack page. I think you’d dig it since we are invested in a lot of the same stocks.
Link here:
https://open.substack.com/pub/gremlinsatplay/p/the-515m-photonics-microcap-the-market?r=73t3xz&utm_campaign=post&utm_medium=web
$LITE
Adding bit by bit here for the next run up.
May see amove down somewhere between $785 to $800, but this stock is clearly leading the other AI interconnect supply chain stocks....
So we add with the leader as it will help navigate the rest of the stocks.
The keys I am watching are $AAOI $AXTI $IQEPF and $POET.
$AXTI $IQEPF today More than 25 major companies and foundries globally produce epitaxial (epi) wafers for optical, optoelectronic, and telecommunication applications. The market is dominated by a few global "pure-play" epitaxial suppliers, alongside massive semiconductor conglomerates and vertically integrated companies that manufacture their own materials
The global InP (Indium Phosphide) substrate wafer market is highly concentrated, with over 90% of worldwide production controlled by just three major companies: Japan's Sumitomo Electric, US-based AXT, and Japan's JX Nippon Mining & Metals (formerly JX).
$IQEPF buy this one slowly and with caution, non US stocks don’t explode at once, they need true validation, and based on this management team execution is a bit poorly.
Everyone keeps chasing the chip headlines while the layer behind them sits quiet. $IQE $IQEPF $AXTI supply the foundational wafers the big names build on. The smart money knows where the picks and shovels live.
We are the the smart 🧠money helping everyday traders 🤝
