The pace of blockchain adoption in the US stock market is accelerating, with @MSX_CN leading the way. $AXTI.M and $LITE.M just went public today. The former doesn't manufacture chips or modules, but focuses on high-performance materials. Materials like indium phosphide, gallium arsenide, and germanium are widely used in 5G communications, data centers, fiber lasers, consumer electronics, LEDs, and robotics, serving as essential foundational materials for high-speed, high-frequency, and optoelectronic devices. $LITE.M is an American technology company specializing in the research and manufacturing of optoelectronic products. Its core business encompasses optical communication components and commercial lasers (used in industrial manufacturing and 3D sensing), making it a key supplier for AI data centers and high-speed network construction, with close collaborations with AI giants like NVIDIA. Its products are crucial for upgrading AI computing power and transmitting traffic in cloud computing data centers. This round of AI computing power expansion clearly shows a shift in the focus of data center construction. $LITE.M's financial report shows that both revenue and profit exceeded expectations, largely due to the upgrade of the entire data center and cloud provider ecosystem. In fact, both companies can be analyzed together. On one hand, $LITE.M has already provided feedback on demand, while on the other hand, $AXTI.M is preparing for the next phase of mass production.