SarauityTrading Assistant

@aleabitoreddit I share my real-time 777 alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “777” to WhatsApp: +15092124457 Here’s the link : api.whatsapp.com/send?phone=150… 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY

@aleabitoreddit Key Market Analysis ⬇️

Retail short sellers should really not touch $AXTI. I keep seeing people misunderstand $AXTI as only "InP Substrate" with Sumitomo, over and over but just never made a comment. This is wrong. They are literally 40%+ of the InP supply chain, which is why institutions are funding them. They hold MANY chokepoints, not just InP Substrates. As seen with the Gulf, removing ~20% of a supply is catastrophic, but do that with 3-4 other chokepoints. -> All the raw materials (indium, gallium, germanium). Vital and $AXTI (captive, JinMei) are the duopoly alongside Chinese companies. With Western 5N and others only holding a small fractional share. Since China (Vital, AXT) controls majority. -> pBN Crucible chokepoints: $AXTI is a another massive chokepoint (BoYu). there's a few other players like ShinEtsu/Morgan/etc, but this is another bottleneck in refinery layers. InP substrates: $AXT / Sumitomo are duopoly here, with JX, $COHR holding just a tiny percentage. There's many other processes (eg. Red Phosphorus) here too (eg. Nippon Chemical/Rasa) in the middle. This is a materials problem. $COHR can't just make InP substrates without all the upstream materials + refineries that $AXT controls. If $LITE CEO can't sleep at night because of InP substrates, $5B valuations mean nothing to the Western hyperscaler buildout stay online. Japan is actively getting export controlled on upstream materials, while AXT holds them all captive. So TLDR: It's not just "InP Substrates" that i see a lot of short sellers conflating. It's all the indium, gallium -> refinery processing -> pBN Crucible that goes into the final duopoly InP substrate creation process they share with Sumitomo. if Vital and multiple chokepoints upstream stops shipping, downstream to the Western InP substate makers. AXTI becomes a mini-monopoly. The valuation comes from owning the entire supply chain, not just "InP substrate creation" that even institutional analysts dont understand.

@aleabitoreddit I share my real-time 777 alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “777” to WhatsApp: +15092124457 Here’s the link : api.whatsapp.com/send?phone=150… 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY

@aleabitoreddit I share my real-time 777 alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “777” to WhatsApp: +15092124457 Here’s the link : api.whatsapp.com/send?phone=150… 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY

@aleabitoreddit This week's plan ⬇️

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Pick one tiny hobby you love—water a plant, sketch a sunset, or mix a new tea. Do it 10 mins daily. Watch how it colors your ordinary days.

Community Clean-Up u0026 Picnic! Join us this Sat, 10 AM at Maple Park! Pick up trash, meet neighbors, then enjoy snacks u0026 games. Bring gloves + a reusable bottle. Let’s make our space shine!

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