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$AXTI Produces semiconductor wafer substrates: gallium arsenide (GaAs), indium phosphide (InP), germanium wafers. HQ in California; but also significant operations via its Chinese subsidiary “Tongmei,” which manufactures many of its wafers. Pros: Direct exposure to gallium/germanium in high-value tech use; existing capacity. Risks: Dependence on foreign ops for scale; export/import control exposure; geopolitical / trade‐tariff risk.

$QCLS Q/C Technologies recently rebranded (in September 2025) from its former name (TNF Pharmaceuticals, Inc.). * The reason: the company pivoted away from pharmaceuticals and toward "quantum-class / photonic computing". Specifically, QCLS has obtained **exclusive global rights** to use technology from LightSolver — a “laser-processing unit” (LPU) that purportedly uses light (not traditional electricity-based semiconductors) to perform computing tasks. * According to QCLS, this laser-based computing unit can dramatically reduce energy consumption (up to ~**90% energy savings** vs. traditional GPU/semiconductor computing) while offering high-speed performance. The company markets this as a “next generation” infrastructure potentially suited for blockchain / crypto / high-performance computing use cases. * The rebranding signals a full strategic pivot; though their legacy pharmaceutical projects (e.g., small-molecule therapeutics such as “Isomyosamine” and “Supera-CBD”) are reportedly being evaluated for divestiture or other strategic options On November 14, 2025, shareholders approved an amendment to the company’s 2021 Equity Incentive Plan, increasing shares available for grants — including common stock, preferred stock ramifications, warrants, advisory shares, milestone shares, etc. * The company also granted restricted stock units (RSUs) to certain executives, including its VP of Finance and other directors — these vested immediately. * The company officially changed its name to Q/C Technologies and began trading under the ticker QCLS (from TNFA) as of Sept 25, 2025.