To The Moon

The U.S. has done nothing meaningful with gallium for 40+ years…then suddenly spent $150M+ in 5 months?

Just found something very unusual.

And there's one small cap stock that benefits in a BIG way.

But first, we gotta understand gallium.

The US has basically *zero* gallium production...China controls 98%+ of the global supply.

But something's changing...and very quickly.

> in late nov '25, the dept of war spent $30M to create a domestic supply of gallium

> yesterday, pentagon invested $150M in a US gallium company to "secure domestic supply"

> $450M+ in total project funding, flowing into the effort to rebuild domestic gallium production

For context, this $150M investment is the largest U.S. gallium-related action ever taken.

Something else? The entire global gallium market is tiny, less than $500M a year.

So a $150M investment from the Pentagon is massive relative to the market.

Unusual.

But why gallium? Why now?

Well, defense contractors flagged gallium as *mission-critical* (missiles, radar, semiconductors, lasers).

The Pentagon literally cannot build future next-gen military hardware without it...gallium is way more mission-critical than cobalt or nickel.

And with China controlling 98%+ of supply, that’s a problem...so the US is now scrambling to rebuild domestic gallium from scratch.

Again, the US has made strategic investments in other critical mineral & metal co's like $MP Materials Corp.(MP)$ $Lithium Americas Corp.(LAC)$ $Trilogy Metals(TMQ)$...

But this is the first large US gov't funded gallium production effort EVER...

Unusual.

I'm watching $AXT Inc(AXTI)$ as the asymmetric gallium bet.

> direct producer of gallium arsenide and related wafers, which literally are gallium products.

> used in RF, optoelectronics, lasers, 5G, aerospace...

> key to a more secure and subsidized domestic U.S. gallium supply

> AXTI is one of the very few us-listed companies actually selling gallium-based wafers today...very rare

AXTI is biggest beneficiary from domestic gallium supply because it removes the US's top risk...dependence on China.

And the Pentagon just spent almost the entire global annual gallium market cap to fix this...

AXTI stock is going to be volatile...scale in accordingly if you get involved.

But a very interesting story is developing, AXTI is now $22.06.

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