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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
AXTI still does that randomly but it looks cooked for now. Some MMs are running it for sure
Yah I bought in feb and sold in may. Some of the best options trades of my life lol AXTI/ALMU/LWLG/POET
Tf has happened to AXTI
Is AXTI a buy here? Only up 2400% in 1 year.
AXTI look at how juicy those CSP and CC are. Opportunity of a life time to wheel.
Noted. AXTI looks attractive just for the 180 - 200% IV alone One thing I like about VZ is that IV for 16 - 23 DTE has been consistently above HV, and over the past 3 years price has been stable enough that I don't expect theta to get completely wiped out.
AXTI was at a dollar in jan before mooning to 150 by may. jesus. i only recently bought in to wheel it(the iv so crazy) but that chart is absolute bonkers.
AXTI is double batter deep fried at this point.
AXTI jamming me up real bad mang
Gonna have to munch on a little AXTI here.
Literally as soon as i shift my money from $RDDT to AAOI and AXTI they decide to die and go to 0 obv and RDDT decides to pump obv
People still follow Serenity? That person got lucky in March on the CPO calls but since then all those stock have halved. SIVE AAOI AXTI NVTS How they are pumping CCXI
AAOI AXTI SIVE all cooked unless you bought in March
AXTI/coherent deal announced Thursday after hours
AXTI is gonna have a +15 percent day
1- TEM 2- ASTS 3- AXTI & SMR (tie)
SNDK LCID and BYND (long time bag holder) Followed by DRAM and AXTI
honestly you're not wrong about the direction, just late. the thing you're describing is co-packaged optics / silicon photonics (moving data between GPUs with light instead of copper). real bottleneck, real thesis problem is the market already ran it. nvidia dropped \~$4B into Lumentum (LITE) and Coherent (COHR) back in march, both up like 100%+ this year, both got added to the S&P. not exactly a hidden gem anymore also gotta say it... "household name that sold everything and went all in, won't say the name yet" is kinda how every pump n dump post starts lol. whatever it is just look at the 1yr chart before you assume you're early. it probably already mooned with the rest of the optics names the actually interesting part of your post is indium phosphide. THATS the chokepoint, china controls like 70% of indium and put export controls on it, wafer prices spiked \~250%. that's the closest thing to the memory shortage setup. but it already hit the news + china keeps easing it in batches, and the only smallish US substrate play is AXT (AXTI) which is tiny and whippy ***tldr*** you're thinking about it the right way but by the time a bottleneck is this easy to explain on reddit it's usually already priced in. naming the bottleneck isn't the edge, finding the part that hasn't run is. and in optics that ship mostly sailed early this year
smh but not AXTI because of fuckin course it isnt
my thing with Mag7 beside NVDA is that they were all leaders in their industry and benefit from near monopolistic power now they are all converging and competing in the same narrower corridor that is AI (models, Chips, cloud etc) The entire landscape of their monopoly is changing. What i want to see if a flush out of the super speculative stuff like AAOI, AXTI, ARM etc
holding cash atm for more AXTI and NVTS, this shakeout aint gonna stop
ILLR This gives me AXTI vibes - a tiny stock with a SpaceX connection $$$
It's making me money. That's what matters to me. Holding strong! This could be the next AXTI. Before the boom, AXTI looked very similar. I'm holding strong.
Fuck this is it. This is the photonics dump. I may never recover from AXTI lol
Given the performance of MU and similar, why has AXTI had such a poor month? Down 50% from ATH
I jumped on AXTI. The drop of the last two days didn't make sense to me (I am just not informed)
I hope you guys realize that many tech stocks are firmly in bear territory. For example, AXTI and MRAM are down more than 50% from ATH. And I don't think they've hit rock-bottom yet.
AXTI and NVTS got hammered so hard holy shit
even my AXTI bags aren't as heavy anymore lol
I have 20% in the markets and I still feel pain holding PLTR and fucking AXTI/META/SATS
They corrected 10% last week, this is continuation. I loaded all those calls Thursday, they shook me out of my LITE, but I held onto AAOI and AXTI and made bank today. Prob give it all back in the morning if I'm not careful.
Photonics stocks all ripped today for no particular reason. Maybe institutions preparing to rotate in after MU earnings. Either way I’m balls deep in AXTI and CIEN. Small position in LITE.
Last Friday, 3pm, I had two choices for swings. AXTI July calls or AssTits July calls. Guess which one my big brain went for bois
Last Friday, 3pm, I had two choices for swings. AXTI July calls or AssTits July calls. Guess which one my big brain went for bois
Sold my Lite down 800 this AM, but made 2k on AAOI, and 1k on AXTI so it worked out in the end. Paper handed that LITE call though.
keep going AXTI you fucking cuck
Yes, but this is taken into account that you are risking the full $9k collateral on the put leg. I don’t think AXTI will drop to $0 by the expiration, but let’s see.
I'm long AXTI too - got in at about $81. The CC I sold will expire worthless on Thursday. Intend to do that every week.
this is synthetic long + short call so you're essentially trading a covered call structure. if you want the same upside/expiration then also consider this trade below. it's a covered call ratio spread that has a max loss of $7,089 and a max profit of $23,411 should AXTI expire above 200 at expiration. https://preview.redd.it/akwoqslzfq7h1.png?width=1917&format=png&auto=webp&s=5379ececc3ca01d1930d4fe806f630691a0ad5f2
hoping for a gap down and will take some longs off of levels. $AAOI and $AXTI most likely
AXTI moves 10% + in either direction everyday. Odd
ive done it agian, i top wicked AXTI yesterday.
of course AXTI dumps after i buy
Why the fuck is AXTI up 15% while good companies continue to get beaten for nothing
Bros I think i crashed the market, so hear me out.. First time trading after watching a bull market for months every day recovery and dip, thought my dumbass can do it too, my first purchase was literally the night before yesterday at the end of the trading day, thought AXTI had consolidated and defended at 89 bucks, full ported my 2.7k dollar account at 89.70 and bought 30 stocks (literally all the money that i have) I went and watched the premarket and it rose instantly, opened at 96 and i put a limit at 99 cuz i thoughtthere is more (greedy fwck) so i missed that and then it just crashed down 15% and i am now 350 dollars in the hole, goddamit.. I have no knowlwdge about this industry but had to deploy the little savings i got since i cant work no longer because of UC and arthritis, should i wait for it to rise or just take the loss like a bitch right now? Gf value says it is 2800% over fair value apparently, my god i am so stupid.
AXTI, CIEN OVERSOLD, thank me later, remember DCA
I mean BWET is up 1000% last 5 months. AXTI is up 440% last 5 months. Sure they may stop right here or go down. Or they may continue. This is it happening. Point to where on the NVDA chart you would buy and where would you say It's ran up too much, it's too late? NVDA is up 46% in the last year and FIX Is up 270%. KORU is up 1000%.
AXTI. It's stupid enough to just keep pumping 🚀
oh very very long I entered late last year and continue to build, every dip is a buying opportunity. AXTI is very important in AI supply
I never hear people talk about AXTI, are you long on this one? Seems like it had a crazy run, but once I thought it things stalled
I never hear people talk about AXTI, are you long on this one? Seems like it had a crazy run, but once I thought it things stalled
-bighest gamble of the year -misses out on MU, AMD, AXTI, DELL, HPE, RKLB, ASTS, INTC...
Depending on what you own, you might be seeing that 20% haircut today lol DRAM -21% in the last 2 days AMD -15% since my comment AVGO -19% since ER on Wednesday NBIS - 16% just since yesterday's close AXTI -18% in the last 2 days I could go on and probably find another few dozen examples. So are you buying the dip today?
Missed a few in optics / photonics COHR LITE AAOI Some chemical test related chokepoints AXTI NXPI Wafer burn in test AEHR and I think SIMO SIMO also in some kind of memory stage I think NAND
There was someone who did great DD Aleato? Beto? The AXTI one was superior
NOK and AXTI folks.
barely anybody talking about SIVE (up 70% before US open). i feel like it should be more popular on here like it is on fintwt, but i guess this sub did fade AXTI...
Calls on COHR, AXTI, GLW, NOK, good game
NOK and AXTI big gains today
I just keep missing the entry points on AXTI. Somehow managed to mess up setting up my 95$ price alarm. I guess, I'll just give up on it
So did Micron, and Sandisk, AXTI, MXL, & countless others… This market is not trading rationally, I’ve accepted that. So as long as this bull market continues, I’m seeking more continuation on strong runners.
He posted AXTI on WSB last year and was ran out for it. Was the top in for them?
Do you think the price action from AXTI and AAOI and LPKF since his posts are only because of his posts? If so do you invest in his posts knowing they will go 100+% and get out before the coming crash? If not why not?
Everything in that sector has been under pressure, so LITE and AXTI are also down.
AXTI down 11% today and you sold?
Why is AXTI tanking two days in a row? Not unusual but I am confused.
Probably losing more money on AXTI
Add SIVEF and AXTI high up there.
On Seeking alpha, first row. AXTI is a strong buy Second row, LITE is a strong buy (bought this myself yesterday and today). Third row-FN, VIAV, both strong buys Fourth row- BESI not covered, lpkf not covered, Fifth row- ONTO is a buy, VIAV is a strong buy. The highest rated stock from this list is LITE, Lumentum holdings. It’s gets a C+ on profitability and a b- on valuation. It’s up 144% year to date and projections look pretty good. Of the 4249 companies ranked, Lumentum is 4. Micron is #1 and has been for a while. Sandisk is #2, MXL, or Maxlinear, is #3. Most of these are solid companies but either not covered or rated “hold”. There are no “sell recommendations on any of these.
NVTS and AXTI. I bought AXT at $16 and sold at $74. I bought NVTS at $9 and currently holding over 200 shares. Just hit ath at $33 but is currently around $29. This is major amount of money to me. I know others throw around their million dollar portfolios but I've never had money, never came from money, and teach as a profession. So I won't see my money until I retire
The craziest one is AXTI — shit is up 100x (10000%) in the last year
Anybody trading AXTI?
Coincidence his XFAB post today is the day you see +2000% volume change ! /s But you have to admit he called some of the giga pumps since the start of 2026 and this much liquidity can't come only from him and his followers, so at (most of the ?) times he can front run institutions He was banned for posting AXTI @ $15 at the time, look at it now...
Go up AXTI. You useless piece of 💩
What is even AXTI and how high are they gonna go
AXTI has been KILLING it these past few months it's been insane. Crazy how there isn't any hype around it.
I went in on AXTI and Sandisk and they have outperformed everything.
AXTI is dead!!!!!!!!!!!! THE RUN IS OVER!!!!! WEVE REACHED THE TOP FOR THEM TIME TO DIE
NVTS and AXTI have been doing really good lately
Shit going bonkers, I fucked up trimming my LTPH and AXTI last week
You know we’re close to the top when the penny stocks are just going straight parabolic because of short squeezes. NVTS and AXTI are not running because of fundamentals
Orcl Amazon spy AXTI amd tsla and poet.