AXTI AXT, Inc. Loading... : Bullish and Bearish Analyst Opinions
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23:49
Sep 01
Sep 01
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.
LOW
19:01
Sep 01
Sep 01
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.
MED
16:57
Sep 01
Sep 01
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.
LOW
12:58
Sep 01
Sep 01
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.
LOW
11:50
Sep 01
Sep 01
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.
MED
08:30
Sep 01
Sep 01
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.
MED
13:40
Aug 31
Aug 31
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
Aug 31
Aug 31
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
Aug 31
Aug 31
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.
MED
20:22
Aug 30
Aug 30
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.
MED
18:11
Aug 29
Aug 29
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
Aug 29
Aug 29
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.
LOW
02:42
Aug 29
Aug 29
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.
MED
23:03
Aug 28
Aug 28
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
Aug 28
Aug 28
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.
LOW
08:03
Aug 28
Aug 28
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.
LOW
09:18
Aug 27
Aug 27
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.
LOW
07:22
Aug 27
Aug 27
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
Aug 27
Aug 27
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
Aug 27
Aug 27
"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."
MED
23:55
Aug 26
Aug 26
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.
LOW
22:57
Aug 26
Aug 26
AXTI watch on AI ecosystem reaction
AXTI is a header ticker in an AI research note, defaulting to watch absent explicit author position language.
MED
22:19
Aug 26
Aug 26
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
Aug 24
Aug 24
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.
MED
17:30
Aug 24
Aug 24
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
Aug 22
Aug 22
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.
MED
16:09
Aug 22
Aug 22
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.
MED
15:41
Aug 22
Aug 22
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.
MED
07:19
Aug 22
Aug 22
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.
MED
03:17
Aug 21
Aug 21
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.
LOW
About AXTI Analyst Coverage
Buzzberg tracks AXTI (AXT, Inc.) across 50 sources. 243 bullish vs 10 bearish calls from 49 analysts. Sentiment: predominantly bullish (36%). 655 total trade ideas tracked. Past 7 days: 2 bullish, 18 watch. Latest voices: ren_stocks, aleabitoreddit, agauelements.