Member Info for aimtitan

IQE still got a long way up

QUANTUM BASE catching up

The regret will be unreal.

Remember alphawave semi! Went like a rocket ship

This is only in creeping phase! You'll be counting your blessing when these prices are a distant memory

Here's another one, that slipped everyone's radar

https://uk.investing.com/news/company-news/octopus-investments-acquires-1129-stake-in-quantum-base-holdings-93CH-4429886

AI HPC just created a new eco system in high frequency (wireless,photonics, GaN power) and IQE has been developing these for years.

Difference here is axti has 10x from normal

IQE is at distressed price so may see higher.

I won't be selling for a very long time as photonics is my long portfolio play.

Thanks to the weak hands that helped me average down here!

Axti is also 1000% up in the last 6 months lol

Check axti stock performance over last months

InP restrictions only happened recently by trump

What it doesn't mention is

IQE has a dedicated substrate manufacturing division. It produces InP substrates in-house through its subsidiaries, Wafer Technology Ltd (UK) and Galaxy Compound Semiconductors (USA).  But it alsi sources from AXTI and sumitomo

Explains everything

https://youtu.be/-ouqwjfnmww?si=wHsVx-thWI9Bynpr

Just managed to get QUANTUM BASE QUBE added to T212! GAME CHANGER QUANTUM STOCK

Just been ADDED!!! TO T212

Trying to get this on T212

With octopus energy investing, its a validation that this is revolutionary!!!

I am pretty confident that we will be looking back thinking how this could have been 5p.

I was once in a stock that was 0.03 and its currently 1.10 and looking to goto 4, look up RML

I had a few like that like serve robotics and qmco, in the moment you'll feel like its never going to go up and next day your up 15x.

The common element is always a Complexity of their solutions and the other part is UK always lags US trends. Considering IQE peers in the US have done a 10x, it won't be long until IQE will be the gem left over

Until a few weeks back I was the same, but now am buying with the confidence that IQE has a moat that would take decades for a new player to develop, when the demand is now!

About a year ago AXTI NAVITAS.... were all struggling sub $100m mcaps

AI comes along and wireless photonics and power are HOT demand

Timing is everything!!! And it looks like IQE just got lucky with a paradigm shift thats GLOBAL

I would read this to understand IQE owns double digit InP epitaxy processing globally

https://stateofthefuture.substack.com/p/uk-opportunity-in-ai-compound-semiconductors

This is what AI says

Capacity Leadership: IQE and its primary Japanese competitor, Sumitomo (Showa Denko), together control roughly 30% to 35% of the world's total InP epitaxy production capacity.

Niche Dominance: IQE maintains a much higher dominant share—historically cited as high as 90%—in specific sub-segments such as VCSEL (Vertical-Cavity Surface-Emitting Laser) epitaxy for consumer electronics. 

I think the story here is InP and specialising Epitaxy for high frequency applications like wireless, photonics and power is the only available option for the AI future.

Look at AXTI and Navitas which are Peers of IQE , they done 10-15x.

The accolade here is Lumentum relationship which is a pioneer in this tech alongside Coherent , which are driving the photonics revolution.

I am confident this will do way beyond the 3x people here say because if you compare the financials to companies like Navitas, we're more or less the same .

Don't forget the vertical into XFAB, this is the same GaN power for Nvidia as Navitas

Agree,probs last time to buy

Comparing this to AFC and ITM, I imagine this will do multiples

Also with the ISA rules, more people will be invested in ftse so we should get additional buyers

I personally think the delay is based on the upcoming fed rate cut, and Atome is waiting to lock in a lower base rate on its debt financing, no different to when you refinance a mortgage.