The World is fighting over:
Oil, Rare Earths, and Semiconductors. The reason being... Every supply chain is being weaponized right now. And it so happens, US biggest geopolitical enemies own most of the chokepoints.I was one of the first to connect $AXT(AXTI.US)'s bottleneck to photonics + AI hyperscaler supply chains.But there are many more that I'm scared to broadcast, just due to national security vulnerabilities.But the thematic investments hold true:Massive amounts of funding will be poured into these three sectors to either go to war over them, secure them domestically, or engineer around them for 2026. As a theme, if your portfolio is not overweight into those three right sectors the entire world is fighting over...Maybe you're might be something wrong?Source: Serenity
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