AXTI AXT Inc Loading... : Bullish and Bearish Analyst Opinions
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19:29
Jun 03
Jun 03
Long AXTI as the vital InP substrate bottleneck for optical transceivers; capacity expansion and QoQ earnings improvement expected, though partial position trimmed.
MED
16:09
Jun 03
Jun 03
Author jokingly compares their own performance to a past $AXTI trade at $13, implying it was a great move but not a current position or forward call.
LOW
14:54
Jun 03
Jun 03
Author endorses a trader for early entries in SNDK and AXTI but does not state their own position or a concrete forward catalyst, so these are watch.
LOW
14:20
Jun 03
Jun 03
Author endorses a trader who had successful entries in AXTI and SNDK but does not state their own current position or forward call, so these are watch.
LOW
03:04
Jun 02
Jun 02
Author disagrees with parent's retail fomo thesis, citing AXTI and SIVE as already extended; no personal position stated.
LOW
00:33
Jun 01
Jun 01
Watch AXTI as a downstream customer of NCI's high-purity red phosphorus for InP substrate production — supply-chain map beneficiary/affected company, no author position language present.
MED
01:31
May 31
May 31
Watch AXTI as the anchor of a supply-chain chokepoint thesis; author frames it as historically significant with Reuters, institutions, and countries reacting to supply-chain game theory, but no explicit current long position is stated.
MED
08:04
May 30
May 30
The author reflects on past investing trends and personal style focused on chokepoints, but does not state any current positions or forward calls.
LOW
23:30
May 29
May 29
Speaker argues AXTI's entire InP wafer production is China-based, making Chinese export permits a critical regulatory risk that bulls are allegedly misunderstanding or dismissing.
MED
23:00
May 29
May 29
Speaker raises China export-permit control as a key risk for AXTI's wafer shipments, questioning whether bulls have adequately priced this geopolitical/regulatory overhang.
MED
20:50
May 29
May 29
Author explicitly states they have a very big position in F since following option flow, covering losses from photonics names, and calls F way better than FLNC for the battery play.
LOW
17:47
May 29
May 29
Speaker flags AXTI holds ~40% InP laser market share and a structural choke-point position; advises against long-term shorts despite China risk, and suggests short-sellers take profits after this week's move.
MED
14:05
May 29
May 29
The author speculates that institutions reacted negatively to news from the Craig Hallum Conference, but offers no personal position or forward call.
LOW
05:38
May 29
May 29
Raises China risk as a concern for AXTI but does not explicitly state a bearish position or trade; ticker only inferred from parent context.
LOW
13:34
May 28
May 28
Co-mentioned as an InP substrate supplier in the CPO supply chain thesis; no specific revenue figures or directional catalyst provided beyond the structural supply shortage framing.
LOW
11:49
May 28
May 28
Watch AXTI as an under-the-radar CPO/photonics-adjacent name flagged alongside Soitec and TSEM; author implies institutional discovery is ahead but discloses no explicit position.
MED
03:10
May 28
May 28
Watch AXTI as a comparable name to SIVE where standard revenue-projection valuation methodology is insufficient; no explicit directional position stated, but flagged as a similarly misunderstood optical/compound-semi name.
MED
19:55
May 27
May 27
Buy AXTI ahead of a Minnesota management conference; author is mirroring an institutional position reportedly entered Friday afternoon per a Bloomberg terminal flag, suggesting informed buying ahead of a near-term catalyst.
MED
16:17
May 27
May 27
The author explicitly states they are profiting from puts on AXTI, indicating a strong bearish directional bet on the stock.
15:29
May 27
May 27
Short AXTI via puts ahead of a conference catalyst tomorrow; author holds existing put position and expresses conviction the trade is moving favorably, framing it as a potential "black swan" downside event.
MED
14:52
May 27
May 27
The author defends past bullish calls on AXTI, AAOI, and SOI by contrasting their price surges against earlier skepticism, implying institutional accumulation rather than short selling drove the gains.
LOW
14:48
May 27
May 27
The author claims accurate predictions on InP substrate and laser bottlenecks, with markets now rewarding AAOI and AXTI as supply constraints drive ASP hikes similar to SNDK.
14:41
May 27
May 27
Long AXTI as part of the InP/photonics supply chain thesis; author cites it as a prior high-conviction winner (from ~$12) and frames the current CPO cycle as a similar setup with comparable FUD dynamics.
MED
13:53
May 27
May 27
Long AXTI as part of the photonics/CPO basket; author personally adding to positions on the selloff, high conviction in 2-year TAM expansion thesis.
MED
13:03
May 27
May 27
Short AXTI based on author's disclosed current short position; no specific catalyst provided beyond a short-term weekly timeframe.
MED
12:45
May 27
May 27
The author defends their modeling approach across multiple stocks without expressing a forward-looking trade opinion, merely citing past accuracy on estimates.
LOW
16:10
May 26
May 26
The author recounts a personal history of being banned on Reddit for posting about AXTI, which later surged, but offers no forward-looking trade opinion on either stock.
LOW
13:41
May 26
May 26
Short AXTI based on unusual deep OTM put activity and an identified bearish catalyst, though the catalyst is not specified.
MED
02:09
May 26
May 26
Short AXTI because 100% of its indium phosphide substrates are produced in China via Tongmei, already subject to MoC export permits since Feb 2025, making its entire supply chain the direct chokepoint when November export control reinstatement hits — unlike IQE which has ex-China capacity as a buffer.
MED
21:36
May 25
May 25
The tweet factually describes a Reddit trader's past microcap pump strategies and current targets without expressing the author's own forward-looking bullish or bearish opinion on any ticker.
LOW
About AXTI Analyst Coverage
Buzzberg tracks AXTI (AXT Inc) across 19 sources. 115 bullish vs 7 bearish calls from 19 analysts. Sentiment: predominantly bullish (54%). 201 total trade ideas tracked.