「White-Haired Stock God」 Celebrates IQE's Soaring: In February, IQE disclosed its AI supply chain connection, and today it received another major boost

June 15 – White-haired stock guru Serenity posted to celebrate IQE’s 16.5% intraday surge, noting the stock has skyrocketed 925.24% since February, and quipped “You’re welcome” in reference to her earlier analysis of the firm this year. Serenity highlighted a key supply chain angle many overlook: Google’s TPU division is purchasing optical components from Lumentum (LITE), Lumentum sources epitaxial wafers from IQE, and AXTI serves as IQE’s upstream substrate supplier. While bill of materials (BOMs) for ultra-large-scale data center ASICs are highly confidential, these layered ties reveal each company’s true position in the ecosystem, she explained. Back in February, IQE’s stock traded at around 12.2 pence. On the same day, IQE announced a multi-year pact with Tower Semiconductor (TSEM) for indium phosphide (InP) epitaxial wafers, designed for AI data center optical connectivity solutions. The deal is seen as a major positive catalyst by market participants, sending IQE’s stock soaring to roughly 52.8 pence—representing a year-to-date gain of over 900% from February’s lows.