🚨 7N prices are 🔥 on SMM—and even crazier in US markets.

Shernice軒嬣 2000

FYI: 7N prices are surging on SMM—and in US markets, it trades at an even steeper premium.

Why it matters:

Powers hyperscaler optics (TPU pods, etc)

Drives 5G & data center transceivers

Critical for LiDAR (robotaxis, drones, military)

Optical modules & silicon photonics lasers (Nvidia, Intel, Broadcom)

$AXTI controls 40% of the InP supply. With Japan export rules, they could monopolize the substrate chain.

$AXT Inc(AXTI)$

Public float: 51M

Market cap: $1.3B

Basically: one company → bottleneck for EVERYTHING above. Prices go up, profits skyrocket, new entrants follow… but for now, AXTI is king 👑

AXTI’s CEO stated they control 40% of InP for the majority of the supply chain. With Japan’s export controls, they could effectively monopolize the substrate supply.

With a public float of just 51M and a market cap of $1.3B, the stock still has significant upside. Once prices rise, production has already ramp-up!

@TigerObserver @Daily_Discussion @Tiger_comments @TigerPM @TigerStars

💰Stocks to watch today?(16 Jan）

1. What news/movements are worth noting in the market today? Any stocks to watch? 2. What trading opportunities are there? Do you have any plans? 🎁 Make a post here, everyone stands a chance to win Tiger coins!

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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With Japan export rules, they could monopolize the substrate chain.</p>\n<p><a href=\"https://ttm.financial/S/AXTI\">$AXT Inc(AXTI)$ </a>&nbsp;</p>\n<p>Public float: 51M</p>\n<p>Market cap: $1.3B</p>\n<p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://community-static.tradeup.com/news/6dfa95c54dec19a82f4b77807dff2b78\" tg-width=\"1440\" tg-height=\"2153\"><span></span></p>\n<p>Basically: one company → bottleneck for EVERYTHING above. Prices go up, profits skyrocket, new entrants follow… but for now, AXTI is king 👑</p>\n<p>AXTI’s CEO stated they control 40% of InP for the majority of the supply chain. With Japan’s export controls, they could effectively monopolize the substrate supply.</p>\n<p>With a public float of just 51M and a market cap of $1.3B, the stock still has significant upside. Once prices rise, production has already ramp-up!</p>\n<p><a href=\"https://ttm.financial/U/9000000000000439\">@TigerObserver </a>&nbsp;<a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion </a>&nbsp;<a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_comments </a>&nbsp;<a href=\"https://ttm.financial/U/3527667588142897\">@TigerPM </a>&nbsp;<a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars </a>&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>FYI: 7N prices are surging on SMM—and in US markets, it trades at an even steeper premium.</p>\n<p>Why it matters:</p>\n<p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://community-static.tradeup.com/news/5e291d5ae8c030dcd9030a02e6f0b3ff\" tg-width=\"1643\" tg-height=\"1347\"><span></span></p>\n<p>Powers hyperscaler optics (TPU pods, etc)</p>\n<p>Drives 5G &amp; data center transceivers</p>\n<p>Critical for LiDAR (robotaxis, drones, military)</p>\n<p>Optical modules &amp; silicon photonics lasers (Nvidia, Intel, Broadcom)</p>\n<p>$AXTI controls 40% of the InP supply. 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Once prices rise, production has already ramp-up!</p>\n<p><a href=\"https://ttm.financial/U/9000000000000439\">@TigerObserver </a>&nbsp;<a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion </a>&nbsp;<a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_comments </a>&nbsp;<a href=\"https://ttm.financial/U/3527667588142897\">@TigerPM </a>&nbsp;<a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars </a>&nbsp;</p></body></html>","text":"FYI: 7N prices are surging on SMM—and in US markets, it trades at an even steeper premium. Why it matters: Powers hyperscaler optics (TPU pods, etc) Drives 5G & data center transceivers Critical for LiDAR (robotaxis, drones, military) Optical modules & silicon photonics lasers (Nvidia, Intel, Broadcom) $AXTI controls 40% of the InP supply. With Japan export rules, they could monopolize the substrate chain. $AXT Inc(AXTI)$ Public float: 51M Market cap: $1.3B Basically: one company → bottleneck for EVERYTHING above. Prices go up, profits skyrocket, new entrants follow… but for now, AXTI is king 👑 AXTI’s CEO stated they control 40% of InP for the majority of the supply chain. With Japan’s export controls, they could effectively monopolize the substrate supply. With a public float of just 51M and a market cap of $1.3B, the stock still has significant upside. 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