AXTI

AArt of SpeculationAXAXTIBUYS-term · Short-term · ExplicitNBNBISBUYS-term · Short-term · ExplicitKLKLACBUYS-term · Short-term · ExplicitHUHUTBUYS-term · Short-term · ExplicitShow more2026-10-02

我不会止损，仓位均衡又已满仓加不了仓，所以我的选择是按照半导体大盘到的阻力位再走。

SSerenityAXAXTIBUYM-term · Medium-term · Leaning2026-09-21

InP substrates would bottleneck the optical buildout by the US for AI, but if they have more control over pricing, I do think there's a lot of room for rerating.

SSerenityAXAXTIBUYM-term · Medium-term · Leaning2026-09-16

I think $IQE, VPEC and your recent epiwafer foundry type company commentary was very strategically bullish on $AXTI. The main thing going forward is whether AXT can pull off $SNDK style price hikes given their market share.