
Twoo87
35 posts



$AXTI shares are down ~30% after a below-expectations pre-announcement of earnings, but the prior earnings do not change the thesis around InP shortages. I have initiated a position. AXT is one of the few pure-play suppliers of indium phosphide (InP) substrates, a critical material for high-speed optical communications, silicon photonics, and AI datacenter interconnects, and InP supply constraints are emerging as a structural bottleneck in the AI build-out. If demand for InP remains tight and the company’s role in easing that bottleneck stays intact, the fundamental thesis remains unchanged. For investors with a long horizon and conviction in optical/AI infrastructure demand, this sell-off may present an entry point. cc: @aleabitoreddit


Not much we can do about world events but I do NOT think that this leads to escalation. Mostly tit for tat until the deal IMO... Still believe that the market will find a real bottom shortly, most likely a few days after the Bank of Japan raises rates (incoming). $QQQ #QQQ






















