Positive (0)
No positive opinions in this period.
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AXTI
AXT Inc · Market: US · TradingView
- Last close
- $43.54
- +317.0% since 2025-11-13
- Opinions
- 93
- Sentiment
- Buy 90Sell 3
In the last 3 months, 3 finance influencers made 11 public calls on AXTI (AXT Inc): 11 bullish, 0 bearish. Most active: Serenity, Art of Speculation, Money or Life 美股频道. In the last 7 days, bullish on AXTI: Serenity.
Price & Opinions
- Positive
- Negative
- Mixed
USD · Avatars mark influencer views: green ring positive, red negative, amber both
Opinions on non-trading days appear on the next trading session.
Opinion overview
2026-11-07 – 2026-11-13
Negative (0)
No negative opinions in this period.
I still think $RKLB could be the next $SPCX, $NBIS the next hyperscaler, $SIVE the next $LITE, and $AXTI substrate bottlenecks are durable. I’m remaining long, and using this time to maximize exposure to the winners.
Read through on $AXTI is positive, given they'll probably be #1 in InP substrates scale and have contracts with $LITE and $COHR. Positive AOI was able to secure capacity during the bottleneck; it's a good signal for earnings.
Slightly painful, but I think the AI capex trade (specifically photonics/memory) is a generational opportunity, with extreme volatility in between. $AXTI is at 23.7x P/E on guided annualized Q4, and $SKHY makes ~$59B operating profit backed by 5Y LTAs.
FAQ
Common questions
What do finance influencers think of AXTI?
In the last 3 months, 3 finance influencers made 11 public calls on AXTI (AXT Inc): 11 bullish, 0 bearish. Most active: Serenity, Art of Speculation, Money or Life 美股频道. In the last 7 days, bullish on AXTI: Serenity.
Who is bullish or bearish on AXTI this week, and why?
In the last 7 days, bullish on AXTI: Serenity. Latest: Serenity (2026-11-06, bullish): “I still think $RKLB could be the next $SPCX, $NBIS the next hyperscaler, $SIVE the next $LITE, and $AXTI substrate bottlenecks are durable. I’m remaining long,…” Serenity (2026-11-03, bullish): “Read through on $AXTI is positive, given they'll probably be #1 in InP substrates scale and have contracts with $LITE and $COHR. Positive AOI was able to…” Serenity (2026-11-02, bullish): “Slightly painful, but I think the AI capex trade (specifically photonics/memory) is a generational opportunity, with extreme volatility in between. $AXTI is at…”
Which influencers are bullish on AXTI?
In the last 3 months, bullish on AXTI: Serenity (9 calls), Art of Speculation (1 call), Money or Life 美股频道 (1 call).
Which influencers are bearish on AXTI?
No influencer was bearish on AXTI in the last 3 months.
When was the latest influencer call on AXTI?
The latest was on 2026-11-06, by Serenity: bullish.
Where do these opinions come from?
From finance influencers' public videos and posts, each linked to its source and placed on the AXTI price chart. Public opinions only, not investment advice.