AXTI
AXT Inc
stock NASDAQ

STO X3 AXTI 7/2 $78CC @1.40. I think I broke AXTI so I'm gonna start chipping away at this. Hopefully it heals over the long weekend and continues the nonsensical gains next week.

STO X3 AXTI 7/2 $78CC @1.40. I think I broke AXTI so I'm gonna start chipping away at this. Hopefully it heals over the long weekend and continues the nonsensical gains next week.

honestly you're not wrong about the direction, just late. the thing you're describing is co-packaged optics / silicon photonics (moving data between GPUs with light instead of copper). real bottleneck, real thesis
problem is the market already ran it. nvidia dropped \~$4B into Lumentum (LITE) and Coherent (COHR) back in march, both up like 100%+ this year, both got added to the S&P. not exactly a hidden gem anymore
also gotta say it... "household name that sold everything and went all in, won't say the name yet" is kinda how every pump n dump post starts lol. whatever it is just look at the 1yr chart before you assume you're early. it probably already mooned with the rest of the optics names
the actually interesting part of your post is indium phosphide. THATS the chokepoint, china controls like 70% of indium and put export controls on it, wafer prices spiked \~250%. that's the closest thing to the memory shortage setup. but it already hit the news + china keeps easing it in batches, and the only smallish US substrate play is AXT (AXTI) which is tiny and whippy
***tldr*** you're thinking about it the right way but by the time a bottleneck is this easy to explain on reddit it's usually already priced in. naming the bottleneck isn't the edge, finding the part that hasn't run is. and in optics that ship mostly sailed early this year

smh but not AXTI because of fuckin course it isnt

You have to dig through the sector, I am spread all over.  I think the same situation applies to enablers of more efficient chipsets.  
check out EUV corgi etf, I hold literally every company in there.
Most of my photonics/chip positions I have been holding for over a year waiting for chip/server architecture to collide with energy constraints, I am decently up on most of them, but I think that this shit is just getting started. A few I am heaviest on: POET, QUIK, AMD, GFS, MRVL, LRCX, ATOM, AIP, NBIS, INTC, GOOG, AEHR, MU, AAOI, TSM, VICR, ONTO, LSCC, KLAC, ALAB, LAES, SKYT, KLIC, UMC, RMBS, LITE, GLW, COHR, VRT, QUBT, LWLG, NVTS, AXTI, MCHP, WOLF, IONQ, AMKR, TSEM, TER, CAMT, MRCY, CRDO, AMAT, NVMI, CDNS, LSRCY, ALMU, MTSI, AMSC, ENTG, SNPS, FN, JBL.
Obviously some of these are already massively up from when I entered more than a year ago, so you'll have to do some digging. I would be interested what anyone thinks about this portion of my thesis.