VNP

Chinese critical minerals export control chokepoints present Western beneficiary opportunities across multiple materials including tungsten, indium, bismuth, tellurium, molybdenum, lithium, antimony, gallium, germanium, and graphite.

SIVE is the next 10x moonshot after AXTI, with additional bullish views on AAOI (can 4x again) and VNP (important Western supply chain company).

VNP/FPLSF is one of the most important Western companies to hyperscaler supply chains outside of China/Japan, implying strong demand and strategic value.

The post outlines a portfolio of long positions across optical, AI, semiconductors, energy, and other sectors, with specific revenue ramp projections and long-term bets.

VNP is a US-listed alternative to AXT in the supply chain.

No qualifying thesis event for 45+ days.