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AXTI
AXT Inc.3 mentions · Related stocks tracker
+8.84% today
+80.09% 90d
Who's tracking it
People we track who have mentioned this stock — their take and the move.
The author shares a Western perspective on Chinese equities, mentioning specific US and Ch
Mentioned in context of geopolitical tensions and game theory, but direction not specified.
Source: X / @aleabitoreddit ↗The author describes a discretionary, inference-based investing style that relies on unstr
Author bought at ~$12 citing unique dominance in InP substrate supply chain (~40% share) critical for photonics supercycle, later validated by industry reports.
Source: X / @aleabitoreddit ↗The optical interconnect bottleneck nobody is pricing in
60%+ domestic share of InP substrate — the upstream node CPO scaling depends on.
Source: X / @aleabitoreddit ↗
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