Deep Sail Capital on X
$AXTI is one of those names that I have been long and short over the last year. Long because of the bottleneck trade, short because of valuation. Eventually the valuation might catch up with the story. https://t.co/j4jbG8Mngx
NASDAQ
Axt INC
AXTI
6 stories
$5.2B Market cap · 2026-10-08
Deep Sail Capital on X
$AXTI - Another chance to short it.
A Capital on X
You just know it’s a quality day when both $EOSE and $AXTI are ripping… Real titans of industry there.
A Capital on X
This was 11 days ago… $AXTI https://t.co/6bZEW5HJUQ
Convequity on X
AXTI — 6-inch demand visibility $AXTI remains the critical constraint in InP wafers. The recent three-year supply agreement with Coherent for 6-inch substrates (backed by a $22.3 million prepayment) underscores how tight the market still is — customers are willing to prepay and lock capacity years ahead. It improves visibility for AXT’s expansion plans, but the overall supply gap remains wide.
AXT’s Tongmei Problem: Great Asset, Fragile Economics
AXT’s 85.5%-owned Tongmei depends on offshore pricing, export approvals and transfer-pricing economics despite AI-optics demand.
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