$Nokia Oyj(NOK.US) China's relaxation of indium phosphide supply exports is most beneficial to AXT Inc.

The next tier is LITE, AAOI, COHR, etc.

The tier after that is NOK, CIEN.

The market has already priced in the impact of Japan's interest rate hike and the FOMC meeting not cutting or raising rates, so I personally think there's no need to worry on Tuesday, but we still need to be a bit concerned on Thursday. It's unclear whether Waller's speech will be dovish or hawkish. Anyway, the market will definitely move early, you can see it on Tuesday or Wednesday, no need to wait until Thursday.

I personally think this week, optimistically looking at NOK reaching a new high, technical indicators look good in the short term too. Now the 'Yellow Hair' (Trump) has set up another 60-day negotiation period, it's all back and forth. The formal agreement signing is on the 19th, so it depends on what Waller says on the 18th. If he's dovish, you sign; if he's hawkish, you start fighting again, right? Hahaha 😁