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Started By
Message
aibottlenecks.app
Posted on 6/18/26 at 8:35 pm
Posted on 6/18/26 at 8:35 pm
I just found an app that tracks 139 companies associated with the AI build out. It was built by a Nebius employee.
enjoy!!
LINK
LINK
enjoy!! LINK
LINK
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If tweet fails to load, click here. This post was edited on 6/18/26 at 9:08 pm
8
Posted on 6/18/26 at 9:05 pm to bayoubengals88
Lots to unpack. Thanks ..great find
Posted on 6/18/26 at 9:17 pm to bayoubengals88
Wife owns VRT and ONTO.
We both own NBIS.
Other than that, I’m interested in CIEN.
I like the simple bull and bear case price target which is included without paying.
KOPN could be interesting.
So is FORM. They are one of the few companies that allow for quantum computing environments (refrigerators).
Additionally interested in the following based on upside from today’s prices:
FN
AAOI
We both own NBIS.
Other than that, I’m interested in CIEN.
I like the simple bull and bear case price target which is included without paying.
KOPN could be interesting.
So is FORM. They are one of the few companies that allow for quantum computing environments (refrigerators).
Additionally interested in the following based on upside from today’s prices:
FN
AAOI
This post was edited on 6/18/26 at 9:24 pm
Posted on 6/18/26 at 9:36 pm to bayoubengals88
Thanks man. Is there any layer which is still undiscovered by market. I wish I had this a year ago.
Posted on 6/18/26 at 10:00 pm to astonvilla
Me too…
To answer your question, hell if I know!
Someone smart said ARW, SNX, and INGM.
To answer your question, hell if I know!
Someone smart said ARW, SNX, and INGM.
This post was edited on 6/18/26 at 10:02 pm
Posted on 6/18/26 at 10:13 pm to bayoubengals88
So many of these have already run up. You had mentioned ADEA in another thread. Does it fit in any in of the layers
Posted on 6/19/26 at 1:00 am to bayoubengals88
Can someone explain this like I’m an idiot
Posted on 6/19/26 at 6:18 am to bayoubengals88
I see HGRAF on the list…that’s promising.
This post was edited on 6/19/26 at 8:02 am
Posted on 6/19/26 at 8:32 am to IntenseKid
quote:
Can someone explain this
The global AI machine needs electronics materials like never seen before. Many are in short supply. They can’t keep up with demand.
Companies that make these materials and test these materials and implement these materials and construct and cool these materials will continue to profit.
Posted on 6/19/26 at 9:22 am to Mockingbird2008
quote:
I see HGRAF on the list…that’s promising.
itshappening.gif
Posted on 6/19/26 at 11:00 am to bayoubengals88
Super fascinating. Somewhat related note I’ve been thinking about loading up on rare earths ETF REMX. Looks pretty cheap right now.
Posted on 6/19/26 at 1:43 pm to T1gerNate
Right. I’ve been eyeing power & grid. Hard to know “value” since most of these stocks in the hot zone have run up, but most have much farther to go if our thesis remains intact. Still exciting times!
Posted on 6/19/26 at 2:02 pm to bayoubengals88
i have been watching BE for months and never got in. derp
Posted on 6/19/26 at 2:24 pm to donRANDOMnumbers
CONTEXT AND OVERVIEW
This financial analysis evaluates six prominent US-listed players in the quantum computing hardware supply chain. The group is split cleanly into two camps: established mega-caps with steady cash flows (TE Connectivity, Keysight Technologies, Coherent) and high-volatility, pre-profit boutique micro-caps (FormFactor, ASP Isotopes, AmpliTech Group).
The following ranking evaluates these firms purely by "attractive valuation relative to future guidance." The metric prioritizes where you pay the lowest relative price today for the specific growth milestones management has forecasted for tomorrow.
VALUATION RANKINGS BASED ON CLOSE RELATIVE TO FUTURE GUIDANCE
RANK 1: KEYSIGHT TECHNOLOGIES (KEYS)
The top spot for absolute risk-adjusted value. Keysight offers the cleanest intersection of a reasonable valuation multiple and highly predictable, accelerating enterprise demand for its quantum control hardware infrastructure.
* Price: $152.00
* Market Cap: $26.8B
* Trailing P/E: 28.20
* Forward P/E: 19.1
* Forward Growth Guidance: 6% to 8% expansion, heavily driven by specialized aerospace and quantum system lab contracts.
* Special Metric (EV/EBITDA): 15.2x
RANK 2: TE CONNECTIVITY (TEL)
The defensive value floor of the entire group. It trades at the lowest forward earnings multiple because the market discounts it as a standard industrial supplier, ignoring its high-margin dominance in cryogenic quantum cabling.
* Price: $155.00
* Market Cap: $47.1B
* Trailing P/E: 30.58
* Forward P/E: 17.5
* Forward Growth Guidance: 4% to 6% steady long-term industrial cash flow.
* Special Metric (Price-to-Sales): 2.9x
RANK 3: FORMFACTOR, INC. (FORM)
A healthy premium valuation that is completely justified by recent market outperformance and high operational execution.
* Price: $96.50
* Market Cap: $7.6B
* Trailing P/E: 42.10
* Forward P/E: 24.5
* Forward Growth Guidance: Massive upward target revisions following a substantial Q1 earnings beat of $0.57 versus $0.46 expected, heavily driven by dilution refrigerator sales.
* Special Metric (Operating Margin): 18.5%
RANK 4: COHERENT CORP (COHR)
Incredible structural market demand for its precision lasers and optics, but much of that strong forward guidance has already been captured by the market over the recent run-up.
* Price: $355.94
* Market Cap: $53.2B
* Trailing P/E: 173.13
* Forward P/E: 28.2
* Forward Growth Guidance: Strong demand guided for data center optical transceivers and quantum ultraviolet lasers.
* Special Metric (PEG Ratio): 1.15
RANK 5: ASP ISOTOPES (ASPI)
Staggering projected growth asymmetry, but you are paying a massive premium today for that future execution.
* Price: $7.18
* Market Cap: $903M
* Trailing P/E: N/A (Pre-profit)
* Forward P/E: N/A (Pre-profit)
* Forward Growth Guidance: Projected multi-year 99% revenue compound annual growth rate with commercial isotope shipments scheduled to begin in Q3 2026.
* Special Metric (Target Launch): Silicon-28 purification facility fully online as of mid-2026.
RANK 6: AMPLITECH GROUP (AMPG)
A volatile micro-cap with highly attractive technology, but it sits at the bottom of a value ranking due to a high price-to-sales multiple and a complete lack of formal institutional guidance coverage.
* Price: $8.99
* Market Cap: $227M
* Trailing P/E: N/A (Pre-profit)
* Forward P/E: N/A (Pre-profit)
* Forward Growth Guidance: Recent quarterly revenue expanded 47.2% year-over-year, but forward projections remain highly speculative.
* Special Metric (Price-to-Sales): 6.92x
This financial analysis evaluates six prominent US-listed players in the quantum computing hardware supply chain. The group is split cleanly into two camps: established mega-caps with steady cash flows (TE Connectivity, Keysight Technologies, Coherent) and high-volatility, pre-profit boutique micro-caps (FormFactor, ASP Isotopes, AmpliTech Group).
The following ranking evaluates these firms purely by "attractive valuation relative to future guidance." The metric prioritizes where you pay the lowest relative price today for the specific growth milestones management has forecasted for tomorrow.
VALUATION RANKINGS BASED ON CLOSE RELATIVE TO FUTURE GUIDANCE
RANK 1: KEYSIGHT TECHNOLOGIES (KEYS)
The top spot for absolute risk-adjusted value. Keysight offers the cleanest intersection of a reasonable valuation multiple and highly predictable, accelerating enterprise demand for its quantum control hardware infrastructure.
* Price: $152.00
* Market Cap: $26.8B
* Trailing P/E: 28.20
* Forward P/E: 19.1
* Forward Growth Guidance: 6% to 8% expansion, heavily driven by specialized aerospace and quantum system lab contracts.
* Special Metric (EV/EBITDA): 15.2x
RANK 2: TE CONNECTIVITY (TEL)
The defensive value floor of the entire group. It trades at the lowest forward earnings multiple because the market discounts it as a standard industrial supplier, ignoring its high-margin dominance in cryogenic quantum cabling.
* Price: $155.00
* Market Cap: $47.1B
* Trailing P/E: 30.58
* Forward P/E: 17.5
* Forward Growth Guidance: 4% to 6% steady long-term industrial cash flow.
* Special Metric (Price-to-Sales): 2.9x
RANK 3: FORMFACTOR, INC. (FORM)
A healthy premium valuation that is completely justified by recent market outperformance and high operational execution.
* Price: $96.50
* Market Cap: $7.6B
* Trailing P/E: 42.10
* Forward P/E: 24.5
* Forward Growth Guidance: Massive upward target revisions following a substantial Q1 earnings beat of $0.57 versus $0.46 expected, heavily driven by dilution refrigerator sales.
* Special Metric (Operating Margin): 18.5%
RANK 4: COHERENT CORP (COHR)
Incredible structural market demand for its precision lasers and optics, but much of that strong forward guidance has already been captured by the market over the recent run-up.
* Price: $355.94
* Market Cap: $53.2B
* Trailing P/E: 173.13
* Forward P/E: 28.2
* Forward Growth Guidance: Strong demand guided for data center optical transceivers and quantum ultraviolet lasers.
* Special Metric (PEG Ratio): 1.15
RANK 5: ASP ISOTOPES (ASPI)
Staggering projected growth asymmetry, but you are paying a massive premium today for that future execution.
* Price: $7.18
* Market Cap: $903M
* Trailing P/E: N/A (Pre-profit)
* Forward P/E: N/A (Pre-profit)
* Forward Growth Guidance: Projected multi-year 99% revenue compound annual growth rate with commercial isotope shipments scheduled to begin in Q3 2026.
* Special Metric (Target Launch): Silicon-28 purification facility fully online as of mid-2026.
RANK 6: AMPLITECH GROUP (AMPG)
A volatile micro-cap with highly attractive technology, but it sits at the bottom of a value ranking due to a high price-to-sales multiple and a complete lack of formal institutional guidance coverage.
* Price: $8.99
* Market Cap: $227M
* Trailing P/E: N/A (Pre-profit)
* Forward P/E: N/A (Pre-profit)
* Forward Growth Guidance: Recent quarterly revenue expanded 47.2% year-over-year, but forward projections remain highly speculative.
* Special Metric (Price-to-Sales): 6.92x
Posted on 6/19/26 at 2:28 pm to bayoubengals88
CROSSOVER IMPORTANCE WITH THE AI BOTTLENECK
RANK 1: COHERENT CORP (COHR)
The absolute king of AI crossover. Modern generative AI clusters require moving staggering amounts of data between thousands of GPUs without melting the servers. Coherent dominates the production of high-speed 800G/1.6T optical transceivers and internal components for co-packaged optics. Highlighting this ultimate bottleneck status, NVIDIA took a massive $2 billion direct equity stake in Coherent in March 2026, alongside a multi-billion-dollar long-term supply agreement to secure their manufacturing capacity.
RANK 2: FORMFACTOR, INC. (FORM)
An essential gatekeeper for the high-bandwidth memory (HBM) supply bottleneck. Generative AI accelerators rely completely on vertically stacked HBM chips. FormFactor designs the ultra-dense probe cards and engineering testing environments needed to validate these complex 3D chip architectures before final assembly. If one layer in the stack is broken, the entire expensive package is ruined. FormFactor's revenues have surged heavily on back of a 69.7% year-over-year explosion in DRAM and HBM validation demand from Tier-1 memory manufacturers.
RANK 3: KEYSIGHT TECHNOLOGIES (KEYS)
The primary system validation checkpoint for AI data highways. As AI networks transition to extreme speeds pushing toward 1.6 and 3.2 Terabits per second, signal degradation and phase noise become highly destructive. Keysight manufactures the ultra-high-frequency emulators and vector network analyzers used by top-tier semiconductor and infrastructure companies to guarantee that next-generation AI networking switches and fabrics can physically handle the data throughput without crashing.
RANK 4: TE CONNECTIVITY (TEL)
The physical infrastructure highway provider inside the data center. While not a software or pure semiconductor play, TEL designs the highly engineered, sub-miniature high-speed backplane connectors, specialized twinaxial cabling, and extreme thermal management components required to route power and high-speed data between GPU clusters and optical transceivers. As physical space and heat constraints tighten inside hyperscale AI clouds, TEL's custom hardware remains an infrastructure staple.
RANK 5: AMPLITECH GROUP (AMPG)
A niche telecom player that recently established a concrete hardware link to the AI grid. Primarily a cryogenic amplifier specialist, AmpliTech's 5G/6G division scored a major validation milestone in mid-2026. Their unique 64T64R O-RAN massive MIMO radio unit served as the central hardware anchor for an open-source AI-RAN prototype system running directly on NVIDIA's AI Aerial software stack. This places their hardware directly in the ecosystem for next-generation, GPU-accelerated AI native wireless networks.
RANK 6: ASP ISOTOPES (ASPI)
Virtually zero meaningful crossover with the current AI hardware bottleneck. ASPI remains a spectacular, pure-play bottleneck asset for quantum computing and nuclear medicine because of their raw element isotope purification capabilities (such as Silicon-28). However, the standard bulk silicon substrates used to manufacture commercial AI GPUs, memory units, and server components do not require this extreme isotopic separation, leaving ASPI completely isolated from the current AI trade.
RANK 1: COHERENT CORP (COHR)
The absolute king of AI crossover. Modern generative AI clusters require moving staggering amounts of data between thousands of GPUs without melting the servers. Coherent dominates the production of high-speed 800G/1.6T optical transceivers and internal components for co-packaged optics. Highlighting this ultimate bottleneck status, NVIDIA took a massive $2 billion direct equity stake in Coherent in March 2026, alongside a multi-billion-dollar long-term supply agreement to secure their manufacturing capacity.
RANK 2: FORMFACTOR, INC. (FORM)
An essential gatekeeper for the high-bandwidth memory (HBM) supply bottleneck. Generative AI accelerators rely completely on vertically stacked HBM chips. FormFactor designs the ultra-dense probe cards and engineering testing environments needed to validate these complex 3D chip architectures before final assembly. If one layer in the stack is broken, the entire expensive package is ruined. FormFactor's revenues have surged heavily on back of a 69.7% year-over-year explosion in DRAM and HBM validation demand from Tier-1 memory manufacturers.
RANK 3: KEYSIGHT TECHNOLOGIES (KEYS)
The primary system validation checkpoint for AI data highways. As AI networks transition to extreme speeds pushing toward 1.6 and 3.2 Terabits per second, signal degradation and phase noise become highly destructive. Keysight manufactures the ultra-high-frequency emulators and vector network analyzers used by top-tier semiconductor and infrastructure companies to guarantee that next-generation AI networking switches and fabrics can physically handle the data throughput without crashing.
RANK 4: TE CONNECTIVITY (TEL)
The physical infrastructure highway provider inside the data center. While not a software or pure semiconductor play, TEL designs the highly engineered, sub-miniature high-speed backplane connectors, specialized twinaxial cabling, and extreme thermal management components required to route power and high-speed data between GPU clusters and optical transceivers. As physical space and heat constraints tighten inside hyperscale AI clouds, TEL's custom hardware remains an infrastructure staple.
RANK 5: AMPLITECH GROUP (AMPG)
A niche telecom player that recently established a concrete hardware link to the AI grid. Primarily a cryogenic amplifier specialist, AmpliTech's 5G/6G division scored a major validation milestone in mid-2026. Their unique 64T64R O-RAN massive MIMO radio unit served as the central hardware anchor for an open-source AI-RAN prototype system running directly on NVIDIA's AI Aerial software stack. This places their hardware directly in the ecosystem for next-generation, GPU-accelerated AI native wireless networks.
RANK 6: ASP ISOTOPES (ASPI)
Virtually zero meaningful crossover with the current AI hardware bottleneck. ASPI remains a spectacular, pure-play bottleneck asset for quantum computing and nuclear medicine because of their raw element isotope purification capabilities (such as Silicon-28). However, the standard bulk silicon substrates used to manufacture commercial AI GPUs, memory units, and server components do not require this extreme isotopic separation, leaving ASPI completely isolated from the current AI trade.
Posted on 6/19/26 at 2:56 pm to bayoubengals88
Juneteenth is for research! Damn Son 
Posted on 6/19/26 at 3:15 pm to bayoubengals88
I think critical metals are the most likely next big category to run on AI bottleneck. Critical metals are a bottleneck to other industries as well - space, grid expansion, solar, etc
Silver
Copper
Rare Earths
Silver
Copper
Rare Earths
Posted on 6/19/26 at 4:01 pm to Upperdecker
I’ve heard this too.
Who do you like?
MP
UUUU
TMC
PPTA
USAR
Anyone else?
What was that Tungsten play I kept reading about?
Who do you like?
MP
UUUU
TMC
PPTA
USAR
Anyone else?
What was that Tungsten play I kept reading about?
Posted on 6/19/26 at 4:35 pm to bayoubengals88
quote:
Who do you like? MP UUUU TMC PPTA USAR Anyone else?
I’ve got a lot of TMC. There is a significant risk if regulation or permitting doesn’t go their way. But I think it’s more likely than not to go their way.
MP is the US leader along with USAR. I like MP more.
UUUU is very volatile but just got a nice US govt contract
CRML is my favorite long hold. They essentially own everything valuable in Greenland - a 92.5% stake in Tanbreez, one of the best rare earth minerals deposits in the world. They still have a ways to get the mine operation up and running though. Plus they have a binding offtake agreement with ALOY.
UAMY - antimony. Not a leader but a good follower if critical metals start moving
SLV and COPX for direct silver and copper exposure - both critical themselves.
ALOY - somebody has to process and refine all the rare earth metals. ALOY is that company in the US. They have some risk but big government push behind them. The “picks and shovels” of the rare earths potentially
This post was edited on 6/19/26 at 4:38 pm
Posted on 6/19/26 at 5:33 pm to bayoubengals88
Did you fellas
Pay for the app?
Pay for the app?
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