Reddit Posts
What is going on with AXTI? It squeezes every day.
How come all plays that aren’t APRN and AVCT get downvoted to hell
AXTI has a perfect short squeeze set up
Mentions
AXTI +1500% in 6 months Bruh
does anyone play AXTI? everyday I see this shit up 10%+ 5000% in one year
AXTI and QQQ puts, USO calls. Gonna watch my account go to zero one trade at a time. Thanks 🌮
Should have put my money on AXTI fck
Anyone trade AXTI when it dropped 25%? I thought it was worth a small spread on a potential rebound so I bought one and now it's so far ITM there is no volume lol. I wish I had made the width a couple dollars more but that's hindsight. I assume there's no problems letting it expire and collecting the profit then? It's my only option now.
My buy for AXTI yesterday missed by a few ¢ and now it's up 30% FML
**You can't make money outside your circle of competence.** **I sold AXTI at the open**
So what are we buying boys? AXTI looks good
$AXTI for the breakout up over 7% and climbing #boom
why AXTI dropping so hard ?
thoughts on why AXTI drop this much?
Iranian quant reverse 🥭indicator to fade the news worked big again today with $LUNR, $AXTI and $AAOI. Honestly thinking about liquidating everything now that I’m up and just wait.
XLE, AA, STNG. Short overextenddd stocks on pops. I'm shorting one of the weaker optic/semi names AXTI but I kinda caught the top idk if I'd jump in big here though but it is crazy overextended.
AXTI going above 70 by next week
Painful story: I was up about 180% on AXTI calls before things turned south. Lesson learned. Continue taking small profits.
AXTI, but it's also my worst investment because I only bought one share. https://preview.redd.it/95r7vcbd7jsg1.png?width=1080&format=png&auto=webp&s=6d54b918d9af7907e7137f3480069cd2d032ccba
90% on AXTI, bought at 17 after u/aleabito post. Should have held, it's around 50 now
Jane Street have a stake now so just a warning with AAOI. AXTI maybe the better option.
JFC.... AXTI just wipeed me out this morning. Gonna need AAPL to dump a couple % to recover from that. Holy F
Didn’t China relax their export laws for AXTI recently?!? https://simplywall.st/stocks/us/semiconductors/nasdaq-axti/axt/news/axts-export-permits-and-capacity-doubling-could-be-a-game-ch/amp
AXTI IQE BRNT BTIP. Investing is hard right now. I have faith in my investments but not the USD. The longer the Strait is closed, the more likely Iran will sell oil in Yuan to China. That might lead to a halving of the USD.
Semiconductors … AXTI is almost immune to the war lol
Be angry at myself for finally getting into AXTI on Monday.... Had it on the watchlist a month ago. Didn't buy, waited for a dip. Never came. Finally FOMO'd into it. Stock down 13% since I bought in lol.
Looking at this from a supply chain perspective, Sumitomo definitely has that geographic advantage with their Oregon facility, but AXTI's China relationships could be huge for revenue even if it creates some political risk 📊 The semiconductor supply chain is so fragmented right now that having multiple reliable sources might matter more than just avoiding export controls - companies are probably diversifying suppliers anyway after all the recent shortages 💀
Repeatedly told everyone in yesterday’s discussion thread to purchase SIVE immediately for incredible upside. It’s up 12% on NASDAQ Stockholm already this morning. Nowhere near done. It’ll be volatile next few months but this will be an AXTI-like rise, imo over 10x in pretty short order. Recommend getting in on this immediately. Hope someone takes my advice.
Memory calls ✅ Interferences/Optics calls ✅ Compute calls ✅ Semis ✅ Physical data centre components ✅ Okay, fellas, above is the AI trade. But let me show you the new OpenClaw trade, where you can get an agent to vibe code, through Claude: FSLY, DOCN, NET, AKAM, AXTI - read up on their business models via LLMs, its the real agentic that is eating software alive, one way or another.[](https://emojiterra.com/white-heavy-check-mark/)
bro have you seen LITE AXTI stock "fake 'ai'" is doing ok
The rarest of all trades. I'm thinking of doing this with SIVEF, AAOI and AXTI rn. If the war doesn't fuck everything up they're the next memory.
Not really, mate. The world has so many electrical gadgets so we need more copper. Over time, we need more copper because everything will become more electrical. Lithium Tungsten Copper Gold Silver Gas Oil Laser = photonics $TUN, $SIVE, $IQE,$AXTI, $AAOI, $TSEM- these are the shares to concentrate. Good luck.
PEs are not relevant. Its the PEG that matters. I am long AXTI.
Buy more AXTI and IQE. Waiting on ALM.
Do you know why AXTI keeps goin up and up? This stock movement makes no sense, 3500 % + in a year and these past weeks it keeps going and going. Do you have any information or DD?
$AXTI I think imma have to sell some here, this run up got me nervous
Everyone, feel free to start shorting, or buying puts on AXTI. I officially bought in today so nothing but down from here!
If anyone’s read my comments about SIVE and concluded you already missed the run… I’d compare it to AXTI. May take some months, with some painful days, but I firmly believe this is headed toward 5x at a minimum and fairly likely to go over 10x. Potentially much higher. Do your own research but just sharing what I know
What is going on with AXTI? everytime I think it cannot go higher, it bursts through
Bro I regret not getting assigned on my AXTI $25 cash secured puts 😭 It's now at $65 💀
AXTI is going to moon $130 PT NFA
$AEHR also a bottleneck play The testing aspect of AI is extremely overlooked and they have proprietary tech also based in Fremont like AXTI Don’t know abkht TSEM I would stay away from any stock based in Israel due to how much times I was rugged on.
I’m just looking for bottlenecks at this point, $AXTI has already doubled. $TSEM and $AAIO I bought at the 52 week high and already up 30%
Thanks for posting. One question, when AXTI dumped 31%, did you follow your 5 day stop loss rule or try to wait for it to bounce back?
Just watched my OILU bet sit there and stare at me. With a wet fart at the end haha. Should have went AXTI haha.
Are you not afraid that AXTI will pull back or crash by 15 / 20 % in a single day? Can happen..
Is AXTI capable of going down ?
I'd like to YOLO on AXTI, but under these yoyo market conditions, I'm just happy with a few calls.
Seriously thanks to the retard that posted that AXTI dd several months ago. $18 -> $63 pretty fuckin good
+131% last year from NBIS IREN APP HOOD +62% this year YTD from AAOI AXTI NBIS Easy, just follow where liquidity is How to know? Answer: Fintwit
Got burned on options this week, but PL and AXTI shares making me feel better.
[AXTI](https://www.reddit.com/r/TheRaceTo10Million/s/NoIioZ154V) Up 220% since OP’s post
I have made a fortune in photonics, calls at multiple strikes and shares. LITE and Coherent, Marvel and AXTI. Especially the first two as they will be included into the S&P500
Probably SNDK and photonics stocks like AXTI and AAOI
AXTI, will be bottleneck for next gen AI, only thing holding them down is trade relations. Once that goes away it will moon
AXTI up 3500% in the last 12 months. Leaps would have been over 75,000% percent return. Ok
Where'd you get a 119 forward PE for $AXTI? Iirc, they don't turn a profit.
Can someone please explain what's going on with AXTI? Insiders keep selling but price keeps going up?
$AXTI, $AAIO, $TSEM out there doing the Lords work
smartest thing i ever did was listen to the AXTI guy
Fuck, why did I sell my AXTI when it was in the $20s????!
AXTI mooning baby it’s the AI gold rush
to whoever recommended AXTI on December 29 thanks for the 8x
Be careful when it comes to Photonics, most articles and writers don’t make the distinction of scale out vs scale up. Depending on which one you are researching there are different players and investment horizons. FWIW long LITE, AXTI, AAIO
Haven't seen this on Reddit, only on Twitter. AXTI. I don't understand shit about AI and microchips etc. Apparently, these guys produce one of the compounds needed to manufacture advanced chips and thy are one of only two/three companies that produce it in the world. I read about it last year, bought when it was $18 a share and now it's jumped to $45. Real hail Mary because I don't understand anything about it, but it might be a winner.
I sold AXTI for a loss months ago. So yeah… but seeing stuff like this happens just illustrates that these opportunities are happening constantly.
At this point pick a growth stock, wait until it has a 15% pull back and then load up. I’ve killed it with $MU, $AAIO, $TSEM, $AXTI only miss is $PATH
I followed her and bought AXTI at 15$ and sold it at 24. I want to jump back in and looking for a good entry point
AXTI is up 200% since your post btw.
Honestly surprised at the lack of attention AXTI has had here
Citrini Research, who published the report about the AI economy crash a while ago, just put out a post regarding [AI photonics](https://www.citriniresearch.com/p/let-there-be-light). They're implying that the next big opportunities are further down the stack. As well, LITE and COHR being added to the S&P have caused focus to shift onto the photonics field. AXTI is the leading global supplier of indium phosphide wafers, which are extremely important for photonics. It's one of the strongest plays you can have, and people are realizing the depth of AI production and where asymmetries lie.
AXTI's a classic micro-cap momentum play. When these go, they go hard because volume is thin. Lots of retail FOMO chasing $50 targets. Real question is whether fundamentals support it or if it's just momentum trap. Runable sentiment analytics would catch these patterns better before the dump
AXTI went from 1 to 40+ in less than a year but NBIS will also moon
A lot of tech has been pumping for years, this sector is waking up big and photonics could be a huge part of the future. Just look around at things like data centers. Photonics will change the game if even just a few of these companies succeed. Anyone who does a deep dive into it will see the same imo. LWLG is my fav for upside from current levels but I have a bit of AAOI, POET and AXTI for the long haul.
Lots of risk but Photonics is an under the radar sector and these guys are the biggest dark horse. Look at AAOI and AXTI for comparisons on if these guys succeed
AXTI was on my watchlist for months, shoulda bought it damn
SNDK and COHR doing their best to hold support LITE, AXTI, AAOI want higher Will the macro be too much..?
GCTS target price for you? I have seen some insane projections throw out there. If this becomes half of what AXTI became, I will be retiring early
Mostly AAOI, some AXTI. COHR and LITE if you prefer less volatility.
Yea also would like to find the AXTI guy. 🙏 🤲
Again, not talking about just today lol. Other Ai components are mooning while memory is struggling AAOI, AXTI both over 106% in the last month while memory is down
Sandisk, AXTI, AMPX, ASTS all come to mind
Oh boy. What a ride last week was. Bro if you want a laugh, look at my latest loss post. TL;DR: this AXTI position worked out and I got max profit of 18.6k, life good. I YOLO'd 20k on MSFT calls. Made 13k in a couple days, life very good. I got cocky, YOLO'd 32k on MSFT calls. Underwater massively. Doubled down. Even more underwater. Sold for a 38k loss. Life feels not good, but was actually good. Family member dies, and my mom my have cancer, and I get news that I'll be laid off soon. I get stressed and say, fuck it, let me yolo 54k on 0DTE SPX puts. DOWN MASSIVELY. I see that Microsoft recovered and I would've broken even if I had held. I revenge trade by doubling down on my puts. Down even more, sold for a 69k loss. Life definitely not good now. So yeah, in 2 weeks, I went from 150k to 55k. My total I transferred to Robinhood was 85k, so I'm underwater all time now. I got a lot of support in the comments and in DMs, and I ended up putting my money in shares and chilling. Right now, I have a few covered call positions, that'll net me 16k in premium in about a month. I'm in a better headspace now, and am done with short dated options. I'm sticking to shares and selling covered calls and cash secured puts. I might buy leaps in a few months time, but not now. I also took a break from trading. Just letting my shares sit idle and the covered calls will automatically sell if ITM at expiry.
I read the Reddit post you linked (the one titled *“The Entire AI Buildout (Google, NVDA, MSFT) Is dependent on this $700m Monopoly – $15 → $150 PT.”*). Here’s a clear assessment of whether it’s mostly credible or mostly bullshit. ([Reddit](https://www.reddit.com/r/wallstreetbets/comments/1pyghud/the_entire_ai_buildout_google_nvda_msft_is/)) # 🧠 What the Post Claims The author argues things like: * The entire AI industry’s *growth story* ends if one tiny \~$700 M company (AXTI) doesn’t control a critical materials supply chain. * This company is supposedly a “bottleneck” for everything from photonics and AI interconnects to advanced AI compute hardware. * Without this company, Google, Microsoft, Nvidia etc. are somehow crippled. * The author suggests a huge stock price jump (from \~$15 → $150) based on this. 🚩 That’s a **huge claim** predicated on a *single tiny supplier* controlling the fate of multi-trillion-dollar industries. # 📉 So Is It Mostly Bullshit? **Yes — it’s mostly nonsense for the following reasons:** # 🔹 Oversimplified Supply Chain Argument The Reddit post treats one supplier of *Indium phosphide substrates* as the single point of failure for AI hardware. In reality: * AI infrastructure is extremely complex, with *many* suppliers and substitutes. * Technology companies proactively diversify sources for strategic reasons (especially when there are export controls or geopolitical risk). * A single $700 M company does *not* realistically control the global AI buildout or determine whether Google or Nvidia can deliver AI hardware at scale. ([Reddit](https://www.reddit.com/r/wallstreetbets/comments/1pyghud/the_entire_ai_buildout_google_nvda_msft_is/)) # 🔹 AI Buildouts Aren’t Dependent on One Small Supplier Major AI compute (like GPUs, TPUs, ASICs) depends on an ecosystem of *hundreds* of component and materials suppliers, not a single tiny company. Intel, Broadcom, Samsung, TSMC, and others all play parts. The post cherry-picks one component as if it’s *the* choke point, which is extremely dubious. # 🔹 Stock Price Predictions Like $15 → $150 Random price targets on low-liquidity stocks from Reddit posters are almost never based on rigorous analysis — especially when tied to speculative “bottleneck” theories. Community responses in the thread itself were skeptical: many commenters outright called it bullshit, pointed out stock dilution issues, or noted that similar Reddit DDs often fail. ([Reddit](https://www.reddit.com/r/wallstreetbets/comments/1pyghud/the_entire_ai_buildout_google_nvda_msft_is/)) # 🔹 Real Industry Context Doesn’t Support the Thesis Broader market analysis shows: * Nvidia, Google, Microsoft all have vast supply chains and strategic partnerships. * Companies like Google are building out their own TPU and photonics efforts independently. * The AI industry isn’t going to stall just because one small supplier has some role in materials. ([CMoney - 幫每一個人做好人生投資](https://www.cmoney.tw/notes/note-detail.aspx?nid=1065602&utm_source=chatgpt.com)) # 🎯 Bottom Line The Reddit post reads like typical *WallStreetBets hype/DD*: * It **overstretches a niche technical point** about materials into a sweeping existential claim about the entire AI industry. * It **extrapolates massive financial returns** from speculative bottlenecks. * The broader market reality is far more diversified and resilient than the post suggests. ➡️ **Verdict:** *Mostly bullshit or extremely overstated.* Use it as entertainment — **not** as investment or industry truth. If you want, I can summarize the *actual* key supply chain and materials challenges in semiconductor/AI hardware — in a real industry context — and what realistically matters.
AMPX or AXTI, the latter has been very volatile lately
#Maybe that guy is right about AXTI. It rips up every single day
No one is talking about AXTI, going up 15% every day
So, I decided today was a good day to end my trading break. I didn't want to jump back into options yet, so I thought, "what if I short a stock?" So, I shorted AXTI @ 40.5 x500shares, during premarket. Immediately, at open, it shot up to 46$ 💀 I have the best timing lmfao. Thankfully, I was able to close at $40, and called a day.
#AXTI up another 7$ breaking all time highs everyday
I flipped from -10% End of Jan to +45% YTD End of Feb, just by rotating to photonics stock AAOI LITE COHR AXTI these tickers are monster Rallying +5%-20% each in a bloodbath market, every, single, day.
AXTI carrying my port
Just to not touch the market. I have my money in shares now. I'm just going to sit back and not watch it. I do still have the AXTI puts I had opened prior to all this, so perhaps that'll print. ~30DTE of course.
AXTI gonna drop from here, watch.