作者为其对AXT Inc（$AXTI）在磷化铟衬底供应链中的详细分析辩护，强调其在AI基础设施中的关键作用。他指出自己的论点后来得到路透社证实，并批评反对者进行人身攻击而非就技术论
作者为其对AXT Inc（$AXTI）在磷化铟衬底供应链中的详细分析辩护，强调其在AI基础设施中的关键作用。他指出自己的论点后来得到路透社证实，并批评反对者进行人身攻击而非就技术论点（如出口管制和定价能力）进行辩论。
“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.”原帖：X / @aleabitoreddit ↗