---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000547271.md"
description: "I keep this all over X:Stop trying to model bottlenecks with traditional metrics like P/S or P/E…For $AXT(AXTI.US):It’s like you found a restroom after eating 20 Tacos with Pinto Beans from Taco Bell.You’re out of the toilet paper… but it’s urgent.A random guy next to you offers you toilet paper for $20. But the toilet paper raw cost is $1 from Amazon.But because there’s no supply, and you need that Toilet Paper:You’re happy to pay $20.That’s $AXT(AXTI.US) with the InP substrate + feedstock supply chain and hyperscalers.Source: Serenity"
datetime: "2026-03-25T03:07:23.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000547271.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000547271.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000547271.md)
author: "[Serenity](https://longbridge.com/en/profiles/26792196.md)"
generator: "portal-rs"
---

# I keep this all over X:Stop trying to model bottle…


### Related Stocks

- [AXTI.US](https://longbridge.com/en/quote/AXTI.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**