Daily Alpha · Substack
· Premarket Alpha · by Buzzberg Research
2letters
Themes on this desk
AXTI execution
The full article paired a $37 entry with margin, permit and guidance tests.
Modular preview
The preview advertised a 60GW-plus map, but the body and evidence were unavailable.
Substack - Gaetano
Gaetano opened a small AXTI position at $37
Gaetano disclosed a new, small AXTI position at $37. The thesis is conditional on 2027–2028 InP growth, permits and execution; the author explicitly did not call a market bottom.
This is the cut's best-grounded fresh trade: a price, size qualifier, operating thresholds, risks and invalidation evidence are all public.
Watch Q2 revenue, 31%–32% gross margin, Q3 guide, permits and customer deposits.
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