Serenity@aleabitoredditPost2026-06-16

The author defends his detailed analysis of AXT Inc ($AXTI) in the InP substrate supply ch

The author defends his detailed analysis of AXT Inc ($AXTI) in the InP substrate supply chain, highlighting its critical role in AI infrastructure. He argues that his thesis was later confirmed by Reuters, and criticizes detractors for personal attacks instead of engaging with the technical arguments about export controls and pricing power.

“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 around market share - tracked high purity indium pricing on SMM - modeled game theory around bottleneck hikes/supply shocks. - tracked Gov publications like seizure of optical companies or export controls Then just posted the idea for free, cause it's a hobby. Everyone just threw out personal insults as it went up in price... Just for Reuters to confirm it 7M later that InP substrates can halt the AI buildout. I'm just sharing ideas out for free, could always be wrong, and they usually take some time to play out. But would prefer instead if folks/media played devil's advocate on the thesis side like export controls or ASP pricing power... Over just making up narratives or personal accusations like "memestock" or "foreign institutional team" when they lack the technical depth to understand AI supply chains.”