AXTI
AXT Inc.Who's tracking it
People we track who have mentioned this stock — their take and the move.
Author highlights Amazon's raised 2026 capex to $220B and persistent compute shortage, bul
Record InP revenue, capacity doubling plans, goal to become largest InP producer, 50%+ gross margin target, demand outstrips supply.
Source: X / @aleabitoreddit ↗AXT Inc (AXTI) enters long-term agreement with Lumentum (LITE) for InP substrates, with Lu
Secured a long-term supply agreement with a $43.5M deposit from Lumentum, indicating strong demand for its InP substrates.
Source: X / @aleabitoreddit ↗The author argues that recent selloffs in photonics and Nvidia supply chain stocks are due
Owns 40% of InP substrate supply chain, a critical input for photonics and high-speed optical components.
Source: X / @aleabitoreddit ↗The author argues that retail investors panic sell during sharp drops like 30-60%, but he
Controls 40% of the Indium Phosphide (InP) supply chain, a critical material for photonics and high-speed communications.
Source: X / @aleabitoreddit ↗Nomura's report highlights AXTI and IQE as leading players in the photonics supply chain,
Cited as a leading player; benefits from steep price hikes on InP substrates.
Source: X / @aleabitoreddit ↗The author notes a broad sell-off across many sectors (photonics, space, software, crypto)
Photonics stock down 40%, listed as a loser in the current sell-off.
Source: X / @aleabitoreddit ↗The author discusses recent losses in photonics-focused holdings, mentions specific ticker
Hit harder due to float expansion/dilution concerns, but author still considers photonics thesis early.
Source: X / @aleabitoreddit ↗The author reflects on receiving strong initial backlash for many of their investment idea
Despite early accusations of being a scam Chinese company, Reuters reports, Epiwafer earnings, and institutional buying later confirmed the InP substrate position.
Source: X / @aleabitoreddit ↗The author defends his detailed analysis of AXT Inc ($AXTI) in the InP substrate supply ch
The author has mapped the InP substrate supply chain, tracked high purity indium pricing, modeled game theory around supply shocks, and identified analyst sources on market share. He believes InP substrates are a bottleneck that can halt AI buildout, and Reuters later confirmed the thesis.
Source: X / @aleabitoreddit ↗The author reflects on past predictions for optical stocks AAOI, LITE, and AXTI, noting th
AXT's market cap increased from $500M to $7.24B, confirming the author's thematic direction.
Source: X / @aleabitoreddit ↗China eased InP substrate export restrictions, potentially relieving a key bottleneck in p
InP substrate export relaxation directly benefits substrate suppliers, removing a major bottleneck for their production.
Source: X / @aleabitoreddit ↗The author harshly criticizes technical analysis (TA) as pseudoscience for traders, arguin
The author credits AXTI's 8000% rise to InP substrate technology, game theory on ASP hikes, export controls, and photonics demand, dismissing TA.
Source: X / @aleabitoreddit ↗The author comments on the start of AI supremacy wars, highlighting supply chain bottlenec
The author points out that supply chain bottlenecks from export controls are creating interesting opportunities, and AXTI is explicitly mentioned as a beneficiary.
Source: X / @aleabitoreddit ↗The author reflects on past high-conviction stock picks that performed very well, mentions
Author thinks recent follower growth is due to people seeing AXTI ideas get validated over time.
Source: X / @aleabitoreddit ↗Reuters report highlights China's dominance in Indium Phosphide (InP) supply, posing a ris
AXTI is highlighted as a major point of failure due to its reliance on Chinese-controlled InP supply, threatening its role in AI data center buildout.
Source: X / @aleabitoreddit ↗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 ↗
