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China’s gallium export ban could return Nov 27. Is anyone watching AXTI, AAOI adn COHR?
why testing will be the next AI bottleneck industry DD - AEHR
why testing will be the next AI bottleneck industry DD - AEHR
why testing will be the next AI bottleneck DD - AEHR & INTT
why testing will be the next AI bottleneck DD - AEHR & INTT
Been sleeping on $AXTI DD for weeks and I think it's retard strong
Who else caught that solid 5% upside jump on AXTI today?
I think AXTI is gonna hit 140$ or higher. Do you agree?
Why did AXT (AXTI) rip ~29% on Friday? A tiny wafer maker just became an AI-optics play
Why did AXT (AXTI) rip ~29% on Friday? A tiny wafer maker just became an AI-optics play
Fairly new to options. Nothing too big ~$100 into AXTI call before earnings. Was amazed at the gain this morning. Is this a "good play" or straight up gambling? I have been following and investing in this company since 5 months ago.
AXTI: A Zero-Cost Way to Express a Bullish View
AXTI Stock: Retail Traders Revisit $11.95 AI Semiconductor Alert https://lnkd.in/gzmcYKeJ | Grandmaster Obi
$AXTI went from $15 to $140 this year. Found a stock showing the same early setup
WHICH STOCKS ARE MAKING MORE MONEY THAN GOD ( YTD) ?
I sent the wrong picture just now! This is my actual AXTI!
AXTI which I bought after yesterday's close is now flying to the moon!
AXTI which I bought after yesterday's close is now flying to the moon!
AXTI Offering - conflict of interest
AXTI: Strong Story, Still Needs Proof, Sell Calls
Ok apes listen up, the next axti exists, it’s just not usa based
7 months of journaling every options trade I took following institutional flow. $10K to $22k
📊 Market Movers | 11:34:29 EST | Gainers: $AZN $PMI $AXTI | Losers: $KOS $SBET $LBTYB | Which are you watching? 👇
Sold 60k worth of $AXTI Cash Secured Puts for 18.6k in premium
Either I’m rich or we’re all dead. My bull case.
Beyond the GPU: Indium Phosphide, Plug-Ready Gigawatts, and the 2026 AI Bottleneck.
The Entire AI Buildout (Google, NVDA, MSFT) Is dependent on this $700m Monopoly - $15 -> $150 PT.
The Single Point of Failure of the Entire AI Buildout - A $700m Company Nobody Knows About
AXTI - the Single Point of Failure of the Entire AI Buildout - A $700m Company Nobody Knows About
Max OTM Calls into AXTI - THE Single Point of Failure of the Entire AI Buildout - A Micro $700m Company Nobody Knows
MAX OTM CALL YOLO into AXTI - THE SINGLE Point of Failure of the Entire AI Buildout - A Small $700m Company NOBODY KNOWS
MAX OTM CALL YOLO into AXTI - FOUND THE SINGLE Point of Failure of the Entire AI Buildout - A Worthless $700m Company NOBODY KNOWS
AXT Inc (AXTI) could be a solid penny stock bet
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
the gallium thing has been hanging over these stocks for a while now, i feel like market already priced in some of the risk but nobody knows how bad it gets if the ban actually sticks AXTI being in china for manufacturing is tricky, they probably got permits sorted for now but if things escalate they could be in real trouble i been watching LITE more than the others, their supply chain is messy enough already without adding export bans to the mix
Been watching AAOI and COHR on this. The thing people mix up is gallium vs indium, the datacom optics names are mostly an indium phosphide story (lasers for transceivers) and china controls that supply chain even tighter. AXTI is the weird one, they sell the substrates but a lot of their actual production sits in china so a ban isnt clean upside for them either. COHR probably has the most sourcing options if it gets ugly, theyve been diversifying wafer supply for a while now.
I'd watch the price spread rather than the calendar. The gap between Chinese domestic gallium and ex-China (Rotterdam) gallium widened a lot once the export controls started, and that's where a real reinstatement would show up first. If traders expected Nov 27 to bite, you'd see the spread widen in the weeks before and China's monthly customs gallium export numbers drop. If neither moves, the market is telling you this is a license-friction story, not a supply cutoff. Also I wouldn't treat these as one basket: the bigger names have more room to dual-source, while for AXTI the China permit itself is the business risk.
fwiw nov 27 only brings back the "deny in principle" rule for US-bound gallium. the license requirement never went away, AXT has been shipping GaAs out of china order by order w/ permits the whole time. china was also over half their revenue last quarter and that needs no permit, so imo it hits AXTI less than the headline suggests
AXTI 2x leverage all in
Went all in AXTI 2x leverage, gonna double my money and say fuck Kenny
Jus hold brother, I bought AXTI at 84$, held until 30s$ and then sold at a profit after it ran from the earning reports. These are good companies, just close the app and hold.
AXTI? AI is predicated on having gallium and germanium in supply. AXTI is already in the domain, using those minerals. They have or probably own or protect the actual companies that pull that stuff from the ground.
Bonds were closed yerterday, today they are green and WTI falling, remember to always DCA. I personally took AXTI, MU, COHR
Nah he’s actually one of the good ones. He gave some brilliant calls. Google at 160, AXTI at 11, AAOI at 40, NBIS at 80 etc.
this guy got assigned AXTI at 85, now it's at 65 and he keeps saying his CC profits is 2.1%
Nothing. U just have to hold IREN and AXTI for 5 years lol.
AXTI is cheap to trade around. It hasn't gone bankrupt yet plus it fell 10% today
Big names are more than holding up but I think the bubble is starting to pop below the surface when you look at tickers like AXTI, AAOI, and AEHR. They still have a lot to give back but are down huge from peak AI mania.
AXTI, SMCI - next leg up starts today
yeah not sure about the actual engineering/science but based on the amount of optics demand as well as LITE's guidance (they provided 30% supply-demand shortage in May quarter, couldn't find definitive #'s for August but they did say they were surprised by ability to price up. AXTI got ~$42.5m/yr committments from Lumentum to secure InP supply. I'm thinking this could potentially be next Micron? Valuations aren't obscene, they just made their first positive EPS and its projected to explode. And yeah they definitely have room to hike price. China will probably tax the GaN and InP more heavily (btw AXTI is mostly InP right?) instead of completely curtailing it. Risk/reward isn't too attractive, but I think it's a good stock to DCA in. Volatility is crazy so this could become attractive rq.
Oh my god was literally thinking about AXTI just a few hours ago, insane timing. I really don't know enough about the engineering wise stuff here (wish IA had article here lol), but I can't see them paying off current valuation. Would've liked to see some insane price hikes already tbh... If optics / AI becomes waaaay more important in the future, China has a great negotiating lever like we used with ASML exports to just shut of GaN and InP exports out of china. Don't see why they don't use it tbh, at least to get HBM supply
AXTI - with the meeting between China and the US about to take place, i'm guessing access to a crucial component to data centers, will be discussed....just saying.
AXTI looks like it's gonna go on another tear again
I sold 3000 shares of $AXTI at $2.50. I think about it every morning right when I wake up
Why did AXTI just pump 12%?
if you want to see a stock the market was actually wrong on, look at AXTI's earnings, 30% gap up overnight, because the stock was priced pessimistically to begin with. thats how a stock ACTUALLY reacts when the earnings were amazing.
So Is AXTI a real company to invest in on dips?
How does InP factor into this ? AXTI, COHR etc
I just go by charts or price action bro don't even know wtf some of these stocks do, AXTI hit a 6 month low which is good enough to jump in but I was holding ASTS bags
AXTI was 36 just a month ago then it ran to close to a 100 within a month lmao
AXTI starting to run
AVGO has a p/e of 60, SNDK 7, AXTI 3300. 2x lev? Like what are you talking about?
AVGO SNDK AXTI all 2x leveraged
I bought AXTI ~53 and AEHR ~73
Bro what’s your cost average to be posting this nonsense? AXTI doesn’t move on anything outside of momentum
I hope you make it. Consider AXTI if you want that bottleneck though.
AXTI just pops and bleeds everyday
Why’s AXTI being sold off after reporting insane earnings a month ago
AXTI finally found its bottom
i think CPO was a big trend behind of year. Traded some COHR, LITE, AXTI, AAOI but the entire aim sphere is getting dragging. Waiting for better entry
Is AXTI a real company or a scam?
Finally my AXTI bags are green
Is AXTI a good buy here or will it keep going down?
I'm safe in AXTI and SIVE i hope. Serenity's thesis will come true any day now and make me rich.
AXTI & AAOI coming out of the dip now and are gonna fukn bust it come Monday !!
Yeah lol I closed AXTI earlier today too
Closed my AXTI leveraged etf swing trade today. That stock moves like it’s SNDK’s cousin on meth
yahoo says AXTI has a Trailing PE of 2720x this cant be right 😂
$AXTI absolutely monstrous
AXTI casually up another 20%
I bought AXTI calls on Friday
**BanBet Won** — /u/Sn0rlax_69 (1W - 0L, 100%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AXTI** ▲ | $67.74 → $95.00 | +40.2% | 1w 4d | Won |
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **AXTI** ▲ | $95.00 (above) | $67.74 | $93.76 | +40.2% | Aug 27, 3:04 AM |
KEEL, AXTI, 6976.T Maybe BB too Will that make me rich?
AXTI? Idk better hope for that InP shortage...
I remember buying AXTI at $82. Then it dropped all the way to $39 before eventually climbing back above $82. I checked my account during that drop and saw my position down 50%. It was insane. But I believed in the stock so strongly that I decided I’d rather lose everything than give them my money.
Anyone know why AAOI, AXTI pumped out of the blue?
Being a stock market degen doesn't change. I get margin called by photonics, I don't touch them for a while. Now I full ported AXTI once again just to get rammed back to the ground
I should just play AXTI, everyday it's either +10% or -10%
AXTI calls if it drops below $85
no one mentions AXTI here but it's such a crack stock, less regarded version of MU
AXTI just doing its own thing lmao
Just add $AXTI & $WOLF to your watchlist. Anytime that bullshit is up just buy calls on anything
Is AXTI a good stock or a bad stock?
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AXTI** | $95.00 (above) | $67.74 | +40.2% | Aug 27, 3:04 AM |
AXTI is up 100% this week, amazing
Guys which fiber optics play? AAOI/AXTI/LITE/COHR
Okay AXTI funny joke now go back to pumping
5x leveraged on AXTI rn, lets get another 20% pump eh?
COHR, LITE, AAOI to the moon on the china ban. Whats going to happen to AXTI though? Aren't they 🇨🇳
Whats the deal with AXTI?
i remember a twitter post of AXTI when it was 12$ lol
I think it's going to do well, it's down 50% from previous high so as long as they don't miss and they reitereate their monstrous guide for next year it should pop. AXTI which is also a optics play did well in its recent earnings
$AXTI has been tasty lately
I like selling covered calls on stocks with high IV. The problem is it works for a month or two and then either the stock turns into shit or the IV dies. Last Friday, I sold a covered call on AXTI since it has a lot of bullish momentum and the technicals point to a rebound. I sell the calls monthly and on this stock for August I should make 20% on my invested money as long as the shares stay above $60. 20% in a month on a relatively low risk trade is pretty good, but of course if the stock keep ripping higher, the guy who has bought the call from me would make 10x his money at laughs at my little 20% gain.
[jeffynihao](https://www.reddit.com/user/jeffynihao/) •[4d ago](https://www.reddit.com/r/wallstreetbets/comments/1vap9dz/comment/p0p2xgt/) Last chance to get AXTI this cheap
This last week is making the previous 2 months of inactivity so worth it AXTI calls right before earnings were up 300% at market open next morning AAOI calls right before market close on Friday already up 65% and earnings isn't until Thursday. Expecting a brief pullback sometime in next 24 hours, then it's off to $115-20
NBIS, ORCL, IONQ, AXTI are examples of some names that have meaningfully broken out of their bearish trends today. Exciting times are ahead!
AXTI just up a casual 72% in 3 trading days
If you're not buying AXTI right now what are you doing?
AXTI, SIVE, AAOI InP and lasers will be the next memory.
That's right, they don't, which is why companies priced for hyper growth fall off when that hyper growth doesn't materialize. It doesn't mean they go to 0, but they get sold off when the optimistic case turns out not to be true. This principle is also why small caps often sustain hyper growth in their stock prices (when their earnings reports support it) while larger marketcap companies do not. The counterexample is something like AXTI which both reported a surprise beat of extreme growth rate from Q2 to Q3 and guided for the SAME extreme growth rate from Q3 to Q4. That stock literally went up 85% in 24 hours. Markets do NOT punish companies on ACTUAL earnings beats
I think the more you know about a company you're thinking about investing in, the worse it is for your decision making process. At best it's a distraction from what the company's earnings reports numbers actually say, at worst its emotional justification for making a bad investment when you need to remove emotion completely from your process So many people are confused when a stock goes down after their earnings report and they say things like "but this company is growing and their products are in demand" or "this company is so critical to x y or z industry, why is the market so irrational?" Then you actually read the earnings report details and it's completely clear why the stock got punished. Just as an example, a semiconductor company called AXTI rose 85% (yes, 85%) in the span of 24 hours after an earnings report that showed actual parabolic EPS growth. Markets move on financials, not narratives
What CPO stocks have the highest upside over the next few years? Is just SIVE and AXTI good enough? LITE already has a pretty meaty market cap.
AXTI lifting entire photonics sector or is there other news too?
so AXTI basicaly up 55% in two days?
I have 100 AXTI shares. Sold a covered call with a strike of 53$ expiring next week. Had the chance to buy it back 2 days ago for 100$. Decided not to. It's up 30% yesterday and now +42% premarket. Missed out on 2k gains almost by now LMAO. Fuck this shit. Everytime I sell CC i get fucked.
Getting serious fomo from AXTI
So uh... when a stock goes up 45% premarket does it still pop at open? Asking for a friend (the friend is AXTI)