AXT, Inc. designs, develops, manufactures, and distributes compound and single element semiconductor substrates.
“The AI supremacy Wars begins. Think a lot of the upstream supply chain bottlenecks caused by each Country export controlling each other (eg. $AXTI) Should present some interesting opportunities in the near future. That being said, Anthropic was getting distilled left and right https://t.co/9x2RHZxTrI” post →
| Date | Tweet |
|---|---|
| 2026-07-21T17:41:05 | Wow, a historic single day recovery. $SIVEF +30.89% $IQEF +28.6% $AEHR +26.53% $CIFR +17.82% $NBIS +17.3% $AAOI +15.6% $LPK +14.48% $AXTI +14.12% $MU +12.54% $SNDK +12.8% $SOI +11.1% $TSEM +10.39% $LITE +9.25% $INTC +8.22% $AMD +8.11% $MRVL +7.27% → · 4564 likes · 668,804 views |
| 2026-07-10T08:23:29 | Yep, it’s interesting to witness retail capitulation. After we got Bloomberg Meta compute article cleared up by their internal memo. And the 2 reports on delays were denied by Nvidia. Both of which caused the selloff in the first place... So Photonics / Nvidia’s roadmap hasn’t fundamentally ch… → · 1703 likes · 597,328 views |
| 2026-07-08T20:18:34 | Let’s put it this way: Retail thinks a 30-60% drop is a “falling knife” where bagholders will never recover. And they end up panic selling after seeing swiggly line TAs and people comparing valuable chokepoints to memes. I see it as long term ownership over: - the next hyperscaler with $NBIS, p… → · 2579 likes · 1,179,173 views |
| 2026-07-08 | @starlightrvrie Yep still holding $AXTI. And a lot of my older thesis like $EWY that are up hundreds of percent. Even if I don’t mention it as much anymore → · 97 likes · 23,320 views |
| 2026-07-07T16:38:39 | This is the average visual TA bro, takes a 50% 50% coinflip: If it goes the other way, they say "ABC Pattern Invalidated", should have known... If they get the coinflip right, they promote their $40/month chart. -> People drawing swiggly lines over KOSPI mean nothing where it heads. When it's … → · 1370 likes · 646,977 views |
| 2026-07-06T05:48:43 | Nomura’s report cites $AXTI and $IQE as the leading players. Then regarding ASP updates: - 2in InP substrate price hike 42-76% - 3in InP substrates price hike 78% - 2in EML Epiwafer price hike 50-75% - 3in CW Epiwafer price hike ~40%+ - Prices lower domestically in China as expected. Hyperscaler… → · 1002 likes · 383,995 views |
| 2026-07-02T21:30:57 | $AXTI signs 3-year wafer deal with $COHR. "Coherent will make a prepayment of $22,288,500 to AXT-Tongmei in exchange for a committed supply capacity." https://t.co/nTkyJSMo96 → · 1533 likes · 432,850 views |
| 2026-07-02 | After $AXTI went from $13 to $140, somewhere along the way up they had a massive float expansion along with dilution. Which it got approved, so as I mentioned before, I wasn't as comfortable talking about it if there's excessive dilution on retail investors. But I do think it's undervalued if th… → · 99 likes · 21,675 views |
| 2026-06-30T01:10:57 | I've reached 900k followers, thank you everyone! Just some reflection, it's actually a nightmare at higher counts... Which is new to me, since I started at almost nothing earlier this year. 1. Threats of safety, which I don't enjoy. - Random new accounts sending personal threats - Mysterious for… → · 3568 likes · 541,906 views |
| 2026-06-26 | FYI, I posted ideas about $AXTI at $15, $AAOI at $30, $TSEM at $115, $LITE $300, $MU $300, $SNDK $400, $EWY $110, $SIVE $4. $IQE $13, $SOI $44 and so on. So when they finally have a massive correction due to macro drop the ideas are wrong? And most are still up a few hundred percent. TW CPO names… → · 205 likes · 28,846 views |
| 2026-06-25T14:51:04 | Feels like the only thing that hasn’t crashed… Is memory like $MU, indexes, or large cap semis like Intel so far. - Photonics from $AXTI to $SIVE down 40%. - Space from $ASTS and $RKLB down 40% 1M. - Popular AI names like $PLTR is down ~35% YTD. - Software like $CRM down -40%. - Bitcoin sub … → · 3023 likes · 839,344 views |
| 2026-06-25T02:15:43 | Think so. But in the meantime, I call my strategy: Diversified Losses. With $AXTI, $SOI, $AAOI, and many others. Had a massive drawdown recently, CPO exposure was hit the hardest (Foci, Msscorp, etc) and adjacent names, feels bad. Probably lesson personally, I had too much concentration in photo… → · 2049 likes · 833,755 views |
| 2026-06-23T15:42:09 | Curious if anyone's portfolio is green after today's fun day. $KORU: -32.06% $SOXL: -22.98% $IQE: -13.58% $DRAM: -12.6% $AXTI: -12.57% $FLNC: -12.5% $AAOI: -11.2% $SIVE: -11.7% $TSEM: -10.24% $SNDK: -12.5% $MU: -11.8% Sk Hynix: -12.35% Samsung: -9.6% $MRVL: -8.3% $LITE: -7.6% $SOI -7.15% $TSM: -6… → · 2433 likes · 783,540 views |
| 2026-06-20T11:52:49 | I think u must be new here. Many of my ideas get intense backlash at the start, especially the more original they are. $AXTI - endless hate to the point I got banned from the $RDDT WSB forum. They thought it was some scam Chinese company, but Reuters, Epiwafer company earnings, and institutions … → · 2258 likes · 724,798 views |
| 2026-06-19T12:19:38 | I think something to highlight also is not all my ideas are green, especially on short term timeframes! My core three themes are Neoclouds (Energy), Memory, and Photonics. And I'm glad I chose the literal top performers for each segment from $NBIS to $EWY leaps to $SIVE. However, I still have p… → · 2374 likes · 853,958 views |
| 2026-06-16T10:00:19 | Yeah... I'm not quite sure why everyone likes just throwing personal accusations. Like "scam" or "memestock" every time I post a thesis. Like when I bought $AXTI (still holding shares btw): - spent the time mapping the InP substrate supply chain - found analyst sources → · 1415 likes · 497,929 views |
| 2026-06-16T07:28:51 | Fun throwback to random ideas back in 2025. Back then, $AAOI was $2B MC, $LITE was a $26B MC, $AXTI was $500M Now: - AAOI is $15.37B - Lumentum is $74.47B - AXT is $7.24B Was working off less information back then, given it was an early theme. Obviously nuances with ASIC → · 1195 likes · 515,561 views |
| 2026-06-16 | @aistruder CPO hasn't ramped up yet so very early. Shunsin should actually benefit the fastest though given H2 scale out with Foxconn. Win Semi is great regardless but benefits from photonics vertical. Foci/Msscorps are more h2 2027. $AXTI took like 5-7 months to fully play out. → · 109 likes · 19,506 views |
| 2026-06-16 | @yangqisniper $AXTI was a fun one. Actually every single one of my photonics ideas last year went up triple % digits. Got the entire theme + supply chain right! https://t.co/vpWpPO18b7 → · 98 likes · 14,008 views |
| 2026-06-15T02:02:59+00:00 | Today, there's a new report that China eased InP substrate exports. Which is expected to relieve mass production bottlenecks in the photonics market (source: Digitimes) My optical positions are very happy to hear this: From $AXTI (substrates), $IQE (epiwafers) to $AAOI https://t.co/v5r0Q2S7lI → · 1595 likes · 431,937 views |
| 2026-06-13T12:53:13+00:00 | It’s been officially 3 months since I posted my $SIVE long thesis back at 4 SEK. This idea is now up ~1900%… With many US institutions from JPM to Fidelity only recently entering positions. Probably my 2nd greatest thesis of all time after $AXTI. Did you listen anon? https://t.co/dSZ6AeTJYL → · 1624 likes · 574,941 views |
| 2026-06-13T04:20:16+00:00 | The AI supremacy Wars begins. Think a lot of the upstream supply chain bottlenecks caused by each Country export controlling each other (eg. $AXTI) Should present some interesting opportunities in the near future. That being said, Anthropic was getting distilled left and right https://t.co/9x2RHZ… → · 1957 likes · 818,853 views |
| 2026-05-25 | $RPI, close to ~3x returns. Off the media branded "Meme Stock". I think after retail saw institutions bear post my thesis posts. Then ended up paper handing $AXTI, then $RPI, then $IQE, then $EWY, then $SNDK, then $AAOI, then $SOI. And them watch them all go up 3x-15x+ after institutions bou… → · 895 likes · 363,582 views |
| 2026-05-25 | I think I deserve my own Netflix special after $AXTI and $SIVE? https://t.co/WeD80ogRXg → · 2580 likes · 484,335 views |
| 2026-05-25 | Did you listen anon? $SIVE is extremely early. And we’re about to see a ton of institutional inflow (Blackrock, Vanguard, MSCI, NASDAQ) next week for the first time. Then, couple that with NASDAQ listing soon, with even more US institutions entering. This is what it’s like to be in a name like… → · 2395 likes · 698,995 views |
| 2026-05-25 | 几个值得重点关注的“实质性垄断”标的: - MSSCORP (6830)：在检测和 CPO 良率把控上构筑了极深的专利护城河。 - $SOI：主导绝缘体上硅 (SOI) 衬底市场。 - NGK (5333)：稳拿薄膜铌酸锂 (TFLN) 晶圆核心技术。 - $AXTI：把控磷化铟 (InP) 衬底等上游关键材料。 像讯芯 (Shunsin) 这类公司其实很难被轻易颠覆，毕竟背靠富士康，而富士康本身就深深扎根于众多核心供应链的腹地 🏭 $SIVE 的逻辑也极其相似。他们已经成功打入 (design in) 了众多顶尖 CPO 架构的设计体系，抱紧了 Ayar、Lightellige… → · 1821 likes · 549,535 views |
| 2026-05-24 | You're comparing Sumitomo finished InP substrates vs AXT. $AXTI owns many many material chokepoints upstream required to make the finished substrates. And they're roughly ~40% of the entire InP supply chain like indium/gallium/precursors to pBN crucibles + processing. It's a materials problem, t… → · 113 likes · 38,536 views |
| 2026-05-24 | AI capex spend is expected to go to "$3 to $4 trillion annually" by 2030 from $NVDA Jensen Huang projections. You're not bullish enough. And it might be a good idea to stay exposed + own the keys of the AI Kingdom: -> $AXTI controls the materials buildout with photonics. -> $SOI controls the AI… → · 2665 likes · 549,651 views |
| 2026-05-24 | @doomdayer Thanks! Yeah always fun to have those argument with $AXTI + inp substrates back at $15 with all your random retail investors who have 0 knowledge. Then it just happens to show up in all your Goldman Sachs/JPM analyst reports today as a bottleneck. → · 156 likes · 23,526 views |
| 2026-05-24 | Photonics is nuanced and using ChatGPT/Gemini makes you miss all of it: 1. $SIVE is actually a chokepoint and partially a bottleneck. The reason it's a chokepoint is leading CPO/optical hyperscaler players go through Sivers, likely: Ayar. Celestial. Lightmatter. Lightelligence. Poet. If you … → · 2868 likes · 785,694 views |
| 2026-05-23 | I don't post dollar amounts because they don't matter. What matters is return %. Speaking of that... YTD: 3840.39%. I'm probably the only one in the world. Who called out multiple names that 10x'd in a short timeframe. Do you remember these thesis anon? 1. $AXTI 2. $SIVE 3. $AAOI 4. $LITE 5… → · 4991 likes · 1,757,190 views |
| 2026-05-23 | 5 months ago. I gave a PT of $150 with $AXTI. Over 10x that current values from a $500M MC. It’s now a $9.2B MC and $140. $10 away. New $SIVE longs are starting to realize what’s it’s like to be in AXT. And that I’m pretty good at guessing intrinsic valuations of companies. https://t.co/HXAoKmX… → · 1910 likes · 597,700 views |
| 2026-05-22 | Yep that's completely right. This is the reason why a lot of Chinese equities are considered radioactive or "undervalued" + why I tend not to talk about them too much (even if I like leaderdrive + innolight) Government can nuke or takeover any business over there on a whim. $AXTI is always a ris… → · 83 likes · 14,806 views |
| 2026-05-22 | ??? $RDDT is literally lower IQ than $IREN investors? I didn't do all this research on $AXTI ... Just for you all to make 380% on it, call it a $MU memory competitor and then a scam? The lack of technical literacy is exactly why I got banned from there. https://t.co/sgrFTgcwfM → · 858 likes · 345,228 views |
| 2026-05-22 | @labubu_trader They must have a fun time looking at my $AXTI showboating half the time lol → · 120 likes · 15,412 views |
| 2026-05-21 | People are really out there saying, don’t doubt me off 10% returns. I present to you: $AXTI https://t.co/1i5iXfWhz2 → · 1603 likes · 791,940 views |
| 2026-05-20 | @TigerMeditation Bro China literally export controlled Japan on upstream InP substrates back in Jan, after my $AXTI post, to halt Western AI photonic supply chains. Maybe it's time for US/Japan to fight back, in ways other than tariffs on cheap underwear?? → · 62 likes · 8,136 views |
| 2026-04-25 | It's highly nuanced, and I'll explain why it's not late, but late to some: Photonics is the newest supercycle (maybe H1 into H2 2025 was the start). Then there's many different architectural changes in each supercycle: -> $LITE, $COHR, Innolight, $AXTI and these names led the first I did a the… → · 2384 likes · 483,574 views |
| 2026-04-25 | Two most viral stories on $RDDT: 1. Turning $252K -> $7.7M with $AMD 2. Turning $167K -> $2.2M with $RKLB. These stores are likely true, since it's possible to find these niche leaders to change your life around: Again and again across different industries with semis to space. What matters is: … → · 1614 likes · 191,074 views |
| 2026-04-24 | @offermemoneyXYZ Yeah, I was down a bit on $AXTI but glad it’s back at 1057% gains… https://t.co/VU9achD3MW → · 87 likes · 10,354 views |
| 2026-04-23 | There's stuff I trade, and stuff I invest in. I haven't sold a single $SIVE share since I bought it last month. I expect this to be the next $LITE if they play their cards right, and this is a long term investment. As for stuff like $AXTI, I'm up over 1000%+ but I'm still holding. For multi-year s… → · 225 likes · 43,803 views |
| 2026-04-22 | Bro everyone was doubting me on names like $IQE. Yet how come… all these institutions from UBS or Point72 buy in after my thesis posts? Not sure if Swedish media bearposting $SIVE realized who found $AXTI? I’m very confident institutions will likely follow-in soon given Sivers lasers power $MRV… → · 705 likes · 258,174 views |
| 2026-04-22 | These are chokepoints over multiple year supercycles not bottlenecks. $AXTI, $SNDK fit the definition of a bottleneck. But stuff like glass core or dfb lasers should scale past 2028 and this is the beginning of the next volume ramp from architectural shifts in photonics or advanced packaging. → · 80 likes · 12,056 views |
| 2026-04-22 | I’m genuinely impressed one of you copy traded your way into managing a hedge fund. But please don’t blindly copy stuff I talk about like $AXTI or $LPK. That’s the main reason I haven’t done copy-trading apps or tell people when I sell. I just want to publish interesting thoughts / research for f… → · 1506 likes · 161,460 views |
| 2026-03-26 | @Lee_Trades Yep, they’re all really volatile. My $AXTI positions are now only up 724% instead of hitting 1000% sadly, for example. Stocks don’t move in a straight line up. But if you know what you own, it’s just another fun day in the markets. https://t.co/XSp93jeuMa → · 63 likes · 7,109 views |
| 2026-03-26 | Photonics are not having a fun time. Laser Companies from: $LITE, $SIVE, $COHR, $MTSI, $AAOI all down. Substrate, Foundries, and Epiwafer from: $IQE, $AXTI, $SOI, $TSEM all down. Almost everything is red. From 6% on lower beta like Coherent all the way to to 22%. Good lesson to learn: Embr… → · 840 likes · 134,574 views |
| 2026-03-26 | @Alex__0x0 Yeah, everything from $AAOI, $LITE, $MTSI, $TSEM, $COHR, $AXTI, $SIVE, $IQE, Landmark, and others have been strongly outperforming!. Sometimes you forget the index is down -4% YTD. → · 37 likes · 6,559 views |
| 2026-03-26 | @beauty_oe 世の中には $PYPL みたいな退屈な株をただ握りしめたまま $AXTI のような銘柄が数百パーセントも爆上げするのを見せつけられて、僻んでいる（悔しがっている）人が山ほどいるよね。 自分のポートフォリオの成績がイマイチな時に、他人を素直に応援できない気持ちはよくわかるよ。 → · 23 likes · 3,956 views |
| 2026-03-26 | I’m teaching retail how to frontrun institutions by spotting architectural changes in AI with $AXTI and others. Then picking the winners in the supply chains. It tends to get priced in a lot faster than the traditional model of $20K+ sellside reports -> institutions load up over weeks with limit b… → · 39 likes · 2,978 views |
| 2026-03-26 | I’m curious… With $AXTI, $IQE, or $SIVE. And the many other photonics winners I’ve longed like $LITE that returned 100-1000% over the past few months. When is it time for the salty folks out there to admit… That my thesis are just right after all. Instead of downplaying it? $20B+ companies lik… → · 884 likes · 80,074 views |
| 2026-03-25 | TFW institutions realize how important $SIVE is in the CW/EML laser bottleneck. But have no positions… Sivers is up 220%+ so far, but I expect this to be my next personal 10x like $AXTI. https://t.co/DmqpkZ8Lqa → · 462 likes · 132,516 views |
| 2026-03-25 | How much is someone willing to pay for it? And when will there be more supply? If you're like memory companies where you're already printing $300B+ in operating income... There's probably a limit. If your starting point is $500m TAM and you price hike that up 20x, it's more do-able like $AXTI. → · 20 likes · 4,528 views |
| 2026-03-25 | @PhotonCap lol I’m glad the toilet paper and Taco Bell $AXTI analogy resonated with so many people → · 68 likes · 6,073 views |
| 2026-03-25 | I keep this all over X: Stop trying to model bottlenecks with traditional metrics like P/S or P/E… For $AXTI: 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 f… → · 703 likes · 89,519 views |
| 2026-03-25 | @beauty_oe あなたも10ドル台から $AXTI をカバーしていましたよね！あそこまで上昇したのは本当に見事です。 今の水準だと少し高値圏にあるので、バリュエーション的にもっと魅力的かもしれない $SIVE や $TSEM といった他の銘柄もシェアしておきたいと思いました。 → · 61 likes · 16,894 views |
| 2026-03-24 | @StockStormX If you ran out of toilet paper after eating 20 Tacos from Taco Bell. Then someone was selling toilet paper for $20, even though it's worth $1. You would pay that $20, because there's no other option. Equivalent is with $AXTI. → · 67 likes · 3,907 views |
| 2026-03-24 | @MindQuest42 It actually landed there in like 1 refresh on $69.69, so the stars aligned with $AXTI → · 23 likes · 3,626 views |
| 2026-03-24 | @fakeboycarti The whole comment section was negative lol. Got downvoted to oblivion for posting the thesis on $AXTI https://t.co/TvVjrSeez6 → · 46 likes · 4,328 views |
| 2026-03-24 | $AXTI has now reached the legendary status of $69.69. Was expecting close to 10x returns in a year and half, not a few months… Everything from $AAOI to $SIVE are ridiculously outperforming. As for AXT valuations at $4B? Is it overvalued. Yes. Would hyperscalers pay $10B to secure their AI build… → · 517 likes · 314,310 views |
| 2026-03-24 | Not a fan of these types of posts, but I’ll do one today again: When a stock like $SOI drops 6% and reverses a lot of its gains this week: Nothing about SOI substrates thesis for silicon photonics / CPO level monopoly has changed. Unfortunately, the broader index (Paris Stock Index) crashed 9% th… → · 500 likes · 71,847 views |
| 2026-03-24 | @ResonantCapital I hope $SIVE does. My $AXTI positions are now up 800%+ https://t.co/hZH404W4Ry → · 38 likes · 4,933 views |
| 2026-02-24 | Year to Date: 412.72% Lot of it is just picking the right sector, profiting off of Jane Street algos weekly, and a bit of luck. In terms of bottleneck longs, these are currently my favorite: 1. Memory - Samsung, Sk Hynix, $SNDK, $MU, $SIMO 2. Photonics - $LITE, $COHR, $AAOI, $AXTI, (maybe Ya… → · 3849 likes · 1,001,737 views |
| 2026-02-24 | @crux_capital_ It is… I’m up 233% on one of my $AXTI positions, should have put more concentration into it… I’ll probably cost avg up with shares. https://t.co/1ruvbUIJj9 → · 68 likes · 7,115 views |
| 2026-02-24 | Is it just me or is everything going up 15-20% a day in this market? $AXTI https://t.co/umqkqUvK0T → · 541 likes · 64,176 views |
| 2026-02-24 | $AXTI is my favorite just because of their strategic value to the photonics supply chains. Otherwise $LITE is runner up, and largely undervalued if you fast forward two years. But as of now it looks a little overextended. Prob $COHR #3 and $AAOI #4 as another moonshot with hyperscaler qualificatio… → · 22 likes · 2,845 views |
| 2026-02-24 | $MU - ended up liking SK Hynix more but safer made in America play $AXTI long way to go, 1 year wait until extreme shortage hits. Prob my favorite in photonics sector for return potential $EWY - tail end of Vega expansion, IV will likely send it a tad higher. But if you’re buying calls do it becau… → · 43 likes · 4,745 views |
| 2026-02-22 | @crypticTooth I’ve shared this graph before but basically 2027-2028 is where the real fun should begin with $AXTI + possible memory-style price hikes. This is just early DD before the photonics ramp + China export controls should start kicking into gear. https://t.co/DDPxvwQnRh → · 30 likes · 4,946 views |
| 2026-02-22 | $AXTI is the perfect example of how you find alpha. Over the past few weeks I’ve shown: - 7n indium nonstandard on SMM reaching ATHs - photonic supply chains from litecounting and other analyst projections skyrocketing - trade conflicts with Japan and China affecting Sumitomo and upstream compe… → · 710 likes · 99,856 views |
| 2026-02-21 | 本当にありがとうございます！いつも投稿から多くの新しい情報を吸収させてもらっています。日本への投資は、今年の私の最大の成功（勝ちトレード）の一つです。 $AXTI も短期間ですでに株価が2倍になり、今のところ上手くいっていて嬉しいです。ボラティリティが非常に激しいので、万人に勧められる銘柄ではありませんが、基板やフォトニクスのサプライチェーンを理解することが、投資の確信を持つ助けになりますね！ → · 13 likes · 4,508 views |
| 2026-02-21 | Year to Date: 316.4% From January 2026 into February 2026. Reflection of my short term trades and longs: > Swing traded tax harvested stocks like $GLXY, $SMCI, and $IREN start of the year > Rode Venezuela stocks from Gold Reserve, $AVAV, to $CVX (calls) up > Bought into defense like $LPTH, $OSS… → · 1922 likes · 475,173 views |
| 2026-02-20 | Did you listen anon? - $AXTI https://t.co/Pcuu4M3muO → · 1489 likes · 364,681 views |
| 2026-02-20 | Thanks, those are small weightings of my portfolio. I don't have high concentration in small caps like $AXTI or $OSS. But they're still up 70-80% or so in the last 2 months, $LPTH is around breakeven. Photonics/Memory and foreign equities in Japan/Korea have been hard carrying despite any US rece… → · 28 likes · 10,249 views |
| 2026-02-20 | @arsenalfccg Was going to make a post tomorrow on $AXTI, just woke up from a long nap. → · 4 likes · 2,646 views |
| 2026-02-20 | Just your average day in the market with everything from - $OSS +26.23% to - $LPTH +21.0% Going up 20%+ in a day. Most important lesson is that if it’s hard to stomach volatility with these high beta names like $AXTI, maybe your portfolio weighting is wrong. https://t.co/VaF3fm4MuN → · 353 likes · 54,231 views |
| 2026-01-23 | $INTC crashes 17% and finishes the day back at $45. Short dated options are down 95%+ with leaps down 40%+. Intel is the perfect example of “Stocks don’t move in a straight line up” (unless it’s $SNDK). And it’s still up 26% in 1M. If the fundamental thesis hasn’t changed (Long White House policy… → · 340 likes · 54,821 views |
| 2026-01-23 | If the moonshot (which is massive price hikes on InP like HBM) fails, then $AXTI increases revenue from capacity expansion from Northland's $100m raise and it becomes re-rated anyway. There's two separate bottlenecks, one is all the precursors and feedstock (which $AXTI / Vital owns, ~80% or so c… → · 16 likes · 11,715 views |
| 2026-01-22 | @0x_ysn Not really related to memory since $AXTI is for photonics inp bottleneck in a few months time. We’ll see how many months of feedstock/precursors Western companies have + use up post export-ban 2 weeks ago. → · 11 likes · 5,668 views |
| 2026-01-21 | @taKong2024 Nothing, it’s just normal volatility with $AXTI since it has random 30% movements → · 10 likes · 4,222 views |
| 2026-01-20 | Thanks for calling me out on that. A lot of people messaged me privately that posting a thesis during after-hours/overnight would make things a lot worse due to lack of liquidity. So I end up posting my thought process during market hours instead. I have no control over how markets price in inf… → · 36 likes · 2,427 views |
| 2026-01-20 | @jliljliljlil $AXTI moves up and down randomly 20%, I just hold it instead of trying to trade it. → · 7 likes · 1,631 views |
| 2026-01-19 | @bennybigbull I originally had two examples with $LPTH and $AXTI in depth writeups but the article got too long so I trimmed one of them. But yes Lightpath for Germanium is one of the big bottlenecks https://t.co/1cUXeoXMbX → · 23 likes · 8,218 views |
| 2026-01-18 | $WOLF was probably the most interesting one up there after restructuring. $LPKFF also for glass substrates and they own the laser induced deep etching at a $169m MC, so possibly most explosive 10x upside. $MTRN is probably the most stable one up there with decently high upside given it owns the … → · 195 likes · 606,189 views |
| 2026-01-18 | Personal TLDR research. Western supply chain bottlenecks like $LPTH and $AXTI: $MTRN - Beryllium (Spor Mountain) $HALEU - Uranium | SMRs $ESE - Space fuel tanks (through Vacco) $GHM - Vacuum Ejectors & Surface Condensers | U.S. Navy $FEIM - Atomic Clocks $OPXS - Light Laser Periscopes … → · 881 likes · 176,153 views |
| 2025-12-26 | It's multifaceted. However, InP is EXTREME because $AXTI and $SMTOY control roughly 60%+ of this critical global supply. The industry's shift from copper to photonics has created this structural single point of failure on the entire buildout. Every optical transceiver/interconnects in hyperscaler … → · 72 likes · 25,280 views |
| 2025-12-26 | That’s for you to figure out. I’m just highlighting how two companies (one of which is worth $600m) happens to be the bottleneck of the entire AI trade in the near future. Historically InP substrates were a cheap commodity. And now… they’re not. If every single hyperscaler spending hundreds of… → · 96 likes · 34,029 views |
| 2025-12-26 | Thanks, we might not see a InP substrate bottleneck yet, but we’ll likely see it when hyperscaler ASICs (TPU, Trainium, Maia, etc.) ramp up -> supply strains like memory mid-2026. That doesn’t quite mean material providers should be valued like $LITE, but the fact that the entire future AI buildout… → · 72 likes · 303,773 views |
| 2025-12-26 | Disclosure: I have positions in $LITE, $AAOI, and $AXTI in the photonics sector. From my own personal thought process, if I see the entire AI industry and players like $LITE and Innolight bottlenecked by some $600m company worth less than a new pre-revenue LLM startup, I’m long. There is downside … → · 91 likes · 20,832 views |
| 2025-12-26 | HBM was a critical bottleneck in 2025 and we've seen that with $MU and SK Hynix. Just researching components used for future hyperscaler ASIC deployments, the whole industry is moving to photonics. If we go to the bottom of that supply chain it's just two companies for INP substrates. Which is ab… → · 67 likes · 36,169 views |
| 2025-12-26 | Warning: The entire AI industry will likely be bottlenecked by two companies: 1. $AXTI ($700M) 2. $SMTOY ($31.7B) Which both control 60–70%+ of the world's InP substrates. Future $NVDA, $GOOGL TPU v7 pods, $META, $MSFT, $AMZN hyperscaler clusters require InP-based lasers and receivers. $AVGO, $… → · 4032 likes · 6,552,541 views |
| 2025-12-22 | @manukafirth Another good one is $AXTI which is the materials supplier for $LITE / photonics. $500m mc → · 40 likes · 11,820 views |
from2028 — cross-site stock view. Rebuilt at publish time.