2026-06-11XQuote

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If you haven’t noticed too with my other investment themes with 800V DC and CPO recently. It’s investing in $NVDA, America’s national champion in AI, and securing their supply chains. Many things feel technologically difficult with yields to substrate supply. People can always bear post laser capacity or export control bottlenecks and tell people to short Nvidia’s supply chains due to difficulties. But by investing in the critical companies to give them more capex spend for FAU capacity / yields. Or funding upstream red phosphorus/InP substrate capacity or SiC/GaN capacity. It builds up Western supply chains to make what’s technologically challenging, possible. Also I believe in Jensen.

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Markets should be cheering on domestic champions like $AAOI. Since it's ideal to support critical AI infra from laser fab to production in the US, rather than being a bear. Feels like everyone just outsources transceivers to Asia like Malaysia or Thailand... With $INTC, $IQE, $XFAB, $MU, $WOLF, $SOI, $SIVE, and others... If you haven't noticed by now, they're all critical to US supply chains. And every one of them are getting subsidies for securing Western supply chains. Before a major trade was to short developing US/Western equities, then hedge with subsidized foreign ones. As seen with the energy/solar firms that went bankrupt, this backfired a lot on US AI infrastructure years later with the power grid. I wanted to help change this mindset, since I believe it's very positive sum to invest in building up critical Western supply chains like photonics today. Especially if $AAOI hits their $471m/month projections after reshoring their production to America. Instead of hoping they fail and calling critical nodes in the supply chains memestocks/bubbles, maybe it's good to change mindsets a bit so we don't see a repeat of the US Solar sector years later. US/EU don't just hand out subsidies or CHIPS act grants to anyone.
aleabitoreddit ↗