John Lee

$Iren $Veco $Asst $TTMI $Hpe $Alab

[John Lee @niker8202]

@dannycheng2022 It has been a huge help lately.⭐️

[chad. @chad_ventures]

$OIL continues to get rejected at the weekly Bear Market Resistance Band for now

[John Lee @niker8202]

@cantonmeow 外柔内刚

[John Lee @niker8202]

@chad_ventures I've been really curious about this, and this analysis was exactly what I needed.👊

[John Lee @niker8202]

@aleabitoreddit My man @yongwoonkang was predicting that Largan Precision (3008) would make a great transition from camera lenses to CPO.

https://t.co/YZ6EcfnGLD

(Sorry, it’s Korean language)

[John Lee @niker8202]

@Crypto_Moe84 $BMNR Finally back in the green after a long hold. Huge thanks bro!⭐️

[John Lee @niker8202]

@cantonmeow The cat was already named 'Palantizing' a few months ago, but nobody cared.🙄

[John Lee @niker8202]

@cantonmeow Oh no

[John Lee @niker8202]

@cantonmeow You're way too humble.
Feel free to flex a little 😂

[John Lee @niker8202]

@cantonmeow The cat that’s been into crypto for months, right before the pump.

What a timing

[John Lee @niker8202]

@chad_ventures Now people are gonna follow him again lmao.

🐐 Chad

[John Lee @niker8202]

@Bobby_1111888 Top notch…..👍

[John Lee @niker8202]

InP substrate demand is surging — LTE reports a 30%+ supply gap, Coherent is scaling 6-inch wafers (4x output, half the cost). JX Advanced Metals plans 7-10x capacity growth by 2030; AXT targets 3x sales growth by end-2026. $LITE $COHR $5016 $AXTI

[John Lee @niker8202]

$AXTI ‘s production and supply chain faced significant disruptions from Chinese export controls on InP, but recent improvements in license approvals have substantially mitigated this major risk.

Meanwhile, Japan’s JX Metals announced back in February that it plans to triple InP substrate capacity by 2030 to meet surging AI-driven optical networking demand.

The company is investing another ¥20 billion, with new capacity coming online from 2027.

InP is a critical material for optical transceivers and future photonic-electronic convergence technologies.

After multiple expansion rounds, JX Metals is clearly positioning itself as a key supplier in the AI optical infrastructure stack.

The stock has started reaction, but if a meaningful pullback comes, I may use it as an opportunity to build a position for next year.

https://t.co/hso3XSTdXV

[John Lee @niker8202]

@dannycheng2022 That’s some top-tier advice, as always.⭐️⭐️⭐️

[John Lee @niker8202]

@cantonmeow Congratulations, wishing you huge success!!

[John Lee @niker8202]

@cantonmeow Massively shaped how I invest — especially the courage to ignore macro noise and ride the bull market. 👍

[John Lee @niker8202]

@chiptomunk Objectively speaking, that's accurate.

[John Lee @niker8202]

@TheProfInvestor Thank you Jim♥️🙏

[John Lee @niker8202]

$ASX

ASE benefits from TSMC's CoWoS overflow — when TSMC can't handle demand, orders spill over to ASE. But the bigger bottleneck for 2027 isn't packaging capacity itself, it's ABF substrates (the material connecting chips to circuit boards). According to a US investment bank report, ABF substrate shortages are projected to hit 10% in H2 2026, 21% in 2027, and 42% by 2028. AI chips are the driver — each generation needs more layers and area, with top-tier AI accelerators using 15-18x more ABF than standard PC chips.