AXTI AXT, Inc. Loading... : Investor Sentiment and Bull/Bear Views

Loading chart...
Top Calls

No data yet

Price change since each call, adjusted for long/short direction. Results calculated:

Feed
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
All Content✓
Source feeds
Buzzberg Top 50 ✓
All market capsNo capitalization filter✓
200 B and aboveMega✓
10 B to 200 BLarge✓
2 B to 10 BMid✓
0 to 2 BSmall✓
Custom
Enter market cap range in B USD
Time Author Thesis Company / ticker Signal Since call Position Source
17:08
Oct 19
r/stocks
Underrated indium phosphide wafer play on optical bottleneck
The author argues AXTI is an underrated beneficiary of the optical data-transfer bottleneck, since copper limits speed and thermal tolerance and AXTI makes the indium phosphide wafers needed for the lasers in fiber-optic links. Cited catalysts are 160% YoY revenue growth, a $100M order backlog, 3-6 year supply agreements with COHR and LITE, and an accelerated timetable to double capacity. The author frames the recent selloff as a buy opportunity while acknowledging the stock's high beta as the main risk.
AXTI AXT, Inc. Long 1ST — —
10:11
Oct 13
r/wallstreetbets
Author personally bought AXTI via DCA
The author states he personally took a position in AXTI as part of a dollar-cost-averaging approach, noting bonds were closed yesterday and are green today while WTI falls. The rationale is a general DCA discipline rather than a company-specific catalyst, with no target or horizon given. Main risk is that no fundamental thesis or exit plan is provided.
AXTI AXT, Inc. Long 1ST Position: Opened —
13:46
Oct 10
AXTI re-rating on InP price hikes News
Sees AXTI thesis validated by InP substrate bottleneck, LITE/COHR partnerships, and $130m/quarter InP revenue capacity exiting 2027; upside from price hikes due to duopoly and upstream ownership, pending channel checks.
AXTI AXT, Inc. Long — —
Log in to see ideas

About AXTI Investor Commentary

Across the available history and selected sources, Buzzberg tracks AXTI (AXT, Inc.) across 58 sources: 302 bullish vs 9 bearish calls from 60 authors. Historical directional balance: 34% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 855 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish, 13 other directions. Latest voices: u/dominic_l, u/Jacobpapi, aleabitoreddit.