- Entry
- $78.00
- Now
- $80.44 +3.1%
- Target
- —
- Score
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Lumentum Holdings recently agreed to pay ATX $87 million in deposits to reserve six years of indium-phosphide wafer supply. Oh yeah, and China controls that supply through permits to ship the crystals made in 3 plants in China.
— ORIGINAL POST ·
Turns out the tightest bottleneck in the AI trade are the crystals used to make optical lasers. AXTI is the leading maker of those crystals.
· r/swingtrading
· Aug 7, 2026