T·B·B·T
Sign in

Jun 5

The Board Shows The Price.
We Show the Chain.

TBBT Research
Fri, Jun 5, 2026
AXTI·—COHR·—MRVL·—NVDA·—TSM·—ASML·—MU·—CEG·—VST·—WOLF·—PLTR·—AVGO·—LITE·—FN·—AXTI·—COHR·—MRVL·—NVDA·—TSM·—ASML·—MU·—CEG·—VST·—WOLF·—PLTR·—AVGO·—LITE·—FN·—

Cover · Chokepoint of the week

One wafer. Seven tickers. Zero substitutes.

AXTI's indium phosphide line has an 8-week backlog. Every public ticker downstream — and what their Q1 margin tells you about allocation priority.

AXTIsource
COHR98.2%
MRVL72.4%
NVDAindir.
METAindir.

Chokepoint Index

100.0
+1.4 wk · semi-heavy
LEAP and CFM narrowbody engines for A320 and 737 platforms.Aero Engines
100.0
Design and manufacture of jet engine cores and hot-section components.Aero Engines
100.0
Precision castings and investment casting for engine and airframe components.Aerospace Fasteners & Components
100.0
Main and nose landing gear assemblies, shock struts, and actuation systems.Aerospace Fasteners & Components
100.0
Specialty fasteners, bolts, and structural components for aircraft assembly.Aerospace Fasteners & Components
100.0

Current Events · Latest

Hantavirus headlines news articles. Will this be a COVID 2.0?

— Victor Chen

Basket · Equal-weighted

+276.69%

8 of 8 positions live

Full basket

Latest · Insights

Currently thinking about

Current Events·

Hantavirus headlines news articles. Will this be a COVID 2.0?

Victor Chen