We all know MU, RKLB, NBIS already ran. What's the most undervalued "bottleneck" stock you see TODAY?

Not looking for the famous names - memory, space, neoclouds, robotics, nuclear ETFs. All discovered, all repriced.

Looking for the boring version: near-monopoly on something AI physically can't skip, trading cheap because the market is distracted.

Example: Soitec (France) - down 75% because its phone chip segment died. But it's the world's only volume maker of the specialty wafers silicon photonics needs -- has monopoly

What's yours? Thank you!

EDIT: Thank you everyone! Appreciate all the insights! I have heard about 95% of all these stocks -- guess we just have to stick to the best ones which already have ran -- buy more as a lot are down a decent amount from like 30-50% off highs