Serenity
@aleabitoreddit
Only on X, don’t trust fake accs
AI/Semi Supply Chains Research
Nothing is investment advice. No paid promos; may trade/hold names disc, views my own.
Joined July 2025
209 Following 1M Followers
This $AXTI / InP substrate export controls is EXACTLY why:
Trump's America 1st policies should focus around securing its supply chains over in EU/Japan/KR.
And weaponizing it against China.
US alone has leverage, but everyone together has extreme leverage.
If you use Japan to cut off China's humanoid program / upstream chemicals and leverage EU to cut off China's photonics program:
They'll bend for substrates and rare earths.
You literally need to break their frontier industry development over yields or actually manufacturing the components.
Not just threaten 40% tariffs to stop them from shipping cheap goods.
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