๐Ÿ“‹ NCI (Nippon Chemical) is a critical bottleneck in the InP substrate supply chain for photonics, undervalued at 0

medium convictionFirst mentioned Apr 14, 2026 at $3.60K

NCI (Nippon Chemical) is a critical bottleneck in the InP substrate supply chain for photonics, undervalued at 0.54 book value and forward P/E of 11.4, with potential for re-rating.

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entry Apr 14, 2026 @ $3.60K
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๐ŸŸข
openedApr 14, 2026

NCI (Nippon Chemical) is a critical bottleneck in the InP substrate supply chain for photonics, undervalued at 0.54 book value and forward P/E of 11.4, with potential for re-rating.

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dormantJun 4, 2026

No qualifying thesis event for 45+ days.