AXTI AXT, Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лента
23:49
01 сен
01 сен
Author shares a friend's technical levels for daily watch but emphasizes macro and fundamentals.
Author shares a friend's technical levels for daily watch but emphasizes macro and fundamentals override short-term TA, so no directional position is taken.
Низ.
19:01
01 сен
01 сен
Watch AXTI; no investment thesis.
Same as above; the ticker appears only in a whimsical nomination, lacking any bullish or bearish analysis or stated portfolio intent. The speaker's typical supply-chain mapping rules would default to watch in the absence of explicit position language.
Сред.
16:57
01 сен
01 сен
Author references AXTI and IREN being sold off to illustrate a seasonal market pattern.
Author references AXTI and IREN being sold off to illustrate a seasonal market pattern, not expressing a directional position on either ticker.
Низ.
12:58
01 сен
01 сен
The tweet outlines AAOI's operational ramp and dependency on AXTI substrate supply as a factual.
The tweet outlines AAOI's operational ramp and dependency on AXTI substrate supply as a factual supply-chain overview, not a directional trade call.
Низ.
11:50
01 сен
01 сен
AXTI InP bottleneck validated; ASP hikes ahead
Watch AXTI as the InP substrate bottleneck/chokepoint thesis is validated; forward ASP hikes with LITE/COHR agreements are the key driver, while macro/AI-sector selloff is a near-term negative.
Сред.
08:30
01 сен
01 сен
Watch $AXTI on severe InP substrate shortage
Watch AXTI on severe InP substrate shortages and GaAs price hikes, with China easing some controls; the author cites it as an industry update, not a long call.
Сред.
13:40
31 авг
31 авг
Author is excited for the next buy signal on AXTI.
Author is excited for the next buy signal on AXTI, citing a prior 5800% rally and promising to alert followers to the next run.
10:30
31 авг
31 авг
The author highlights Lumentum and Sivers as specialized InP laser suppliers facing a supply.
The author highlights Lumentum and Sivers as specialized InP laser suppliers facing a supply gap, but frames it as a research observation rather than a personal position.
10:21
31 авг
31 авг
AXTI grouped with InP laser beneficiaries
Buy AXTI as secondary beneficiary of InP laser supply gap; cited in same bucket as LITE and COHR, implying exposure to the InP substrate/wafer supply chain.
Сред.
20:22
30 авг
30 авг
Optical semi supply chain mapped
Maps optical-semiconductor supply chain: AXTI InP substrate wafer pulling, COHR vertical InP laser diode/optics, LITE 800G/1.6T ramps, AAOI U.S. assembly; no directional view.
Сред.
18:11
29 авг
29 авг
Author discloses owning AXT shares and argues the InP substrate chokepoint is proven.
Author discloses owning AXT shares and argues the InP substrate chokepoint is proven, but hedges on contract details with LITE and COHR, making AXT a long while the others are watch.
17:49
29 авг
29 авг
Watching AXTI for bottom signals before buying.
Author names AXTI as a potential future buy once clear bottom signals form, but is currently not positioned.
Низ.
02:42
29 авг
29 авг
InP substrate lock-ups favor IQE, AXTI.
Buy IQE and AXTI because Landmark locking up InP substrate supply for years signals durable demand and operating leverage tailwinds.
Сред.
23:03
28 авг
28 авг
AXT is cited as one of the substrate makers that produces blank InP wafers before epitaxy; LandMark's heavy capacity expansion and 'wild' order book imply strong upstream demand for those wafers.
AXT is cited as one of the substrate makers that produces blank InP wafers before epitaxy; LandMark's heavy capacity expansion and 'wild' order book imply strong upstream demand for those wafers.
Risk: Blank wafer pricing may stay competitive, and AXT's results still depend on the broader compound semiconductor cycle.
14:56
28 авг
28 авг
The tweet is a supply-chain research note on InP wafer capacity and indium purity constraints.
The tweet is a supply-chain research note on InP wafer capacity and indium purity constraints, not a directional trade call.
Низ.
08:03
28 авг
28 авг
Author notes the market previously disagreed with their view on AXTI at $13.
Author notes the market previously disagreed with their view on AXTI at $13, framing it as historical context rather than a current position or trade call.
Низ.
09:18
27 авг
27 авг
Pre-market strength noted in three tickers
Reports strong pre-market trading in BKSY, AXTI, and AEHR without committing to a directional view or providing a catalyst beyond the price action.
Низ.
07:22
27 авг
27 авг
This is a research reading list mapping the AI infrastructure value chain across 19 layers.
This is a research reading list mapping the AI infrastructure value chain across 19 layers, presenting factual coverage and supply-chain analysis without any explicit positions or forward-looking trade calls.
07:05
27 авг
27 авг
Author shares a value chain research map following Nvidia earnings.
Author shares a value chain research map following Nvidia earnings, listing beneficiaries as watchlist context without stating any personal positions or forward calls.
06:54
27 авг
27 авг
"Networking, optics, fiber names listed"
"AI-infrastructure value-chain names across networking, optics, photonics, and fiber are listed as beneficiaries; no explicit directional commitment or trade call."
Сред.
23:55
26 авг
26 авг
The author is researching past fiber optic cycles and asking which companies would benefit.
The author is researching past fiber optic cycles and asking which companies would benefit or be hurt from oversupply, framing it as an educational series rather than a current trade position.
Низ.
22:57
26 авг
26 авг
AXTI watch on AI ecosystem reaction
AXTI is a header ticker in an AI research note, defaulting to watch absent explicit author position language.
Сред.
22:19
26 авг
26 авг
Author promotes a Discord community and notes most swings are green.
Author promotes a Discord community and notes most swings are green, but provides no explicit forward-looking positions or trade calls on any ticker.
18:50
24 авг
24 авг
AXTI mentioned but no clear direction.
Author provides a link as "cope" for AXTI, but does not state a position or directional call. The tone is dismissive/sarcastic, not a bullish or bearish recommendation. No clear tradeable direction.
Сред.
17:30
24 авг
24 авг
Author calls the sell-off unjustified and explicitly states all four stocks are excellent.
Author calls the sell-off unjustified and explicitly states all four stocks are excellent long-term investments, framing the dip as a buying opportunity.
22:20
22 авг
22 авг
Nomura lists SiPho transceiver value chain names.
Nomura published a silicon-photonics transceiver value chain report naming AXTI, LITE, COHR, MTSI, AVGO, NVDA, and CSCO; no directional view stated.
Сред.
16:09
22 авг
22 авг
Hedge funds added these AI infrastructure names.
Watch AXTI, BE, CRWV, SANM, STX: hedge funds added these AI infrastructure names in Q2 per Goldman; no author position, but institutional flow signals higher interest.
Сред.
15:41
22 авг
22 авг
Hedge-fund AI favorites warrant watch
Watch these hedge-fund-favored AI names as popularity supports near-term flows, but the author only describes hedge fund demand and does not take a position.
Сред.
07:19
22 авг
22 авг
Minor metal exposure across optical semi tickers
Lists AXTI, COHR, LITE, AAOI, and MU as optical semi tickers with critical minor-metal exposure to InP substrates, lasers, germanium, and solder alloys. No directional stance stated.
Сред.
03:17
21 авг
21 авг
Author highlights high-growth companies likely to beat bond yields.
Author highlights high-growth companies likely to beat bond yields, framing them as attractive alternatives to QQQ, but lists them as research beneficiaries rather than explicit positions.
Низ.
Об аналитическом покрытии AXTI
Buzzberg отслеживает AXTI (AXT, Inc.) в 50 источниках. Бычьих сигналов: 243, медвежьих: 10, от 49 аналитиков. Сентимент преимущественно бычий (36%). Всего отслеживается 655 торговых идей. За последние 7 дней: бычьих: 2, наблюдение: 18. Последние спикеры: ren_stocks, aleabitoreddit, agauelements.