$AXIA

Axia Energia

$AXIA

Axia Energia

Past 12mo:3mentions1voices

All voices1 call since Apr 2026show all

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Recent calls

1 call

@aleabitoredditApr 8, 2026 · 2:42 PM

So the easter egg: $MSFT Quantum appears to be an undisclosed hyperscaler... That is secretly buying from a company that sounds with Prime Ribs according to LinkedIn tracking. -> Microsoft Quantum posted photos -> Zoom in to top left and magnified -> Prime Ribs machine checks out? It's a duopoly in the MBE space with $VECO for quantum machines (think $AXIA for photonics but for Quantum). They reported earnings today: -> It's profitable. ~25 P/E ratio after ER release. -> Very healthy balance sheet -> Used for adjacents, like silicon photonics (eg. Fujitsu's quantum dot spinoff) -> IntelliEPI (aside from $MSFT) well known buyer Some followers reached out about this name (not taking any credit for DD or finding it). Disclosure: I found their ideas interesting and have positions. -> Full Credit to @latent_value7 finding $MSFT links -> Credit to @TheSarge_ for bringing the name to my attention early on A reminder: Even though I share these cool ideas, I don't recommend anyone take positions based on my posts. I'm just impressed that people on X found that a hyperscaler buying from a tiny company for their frontier quantum program.

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Frequently asked

Who mentions $AXIA most on Surfaced?

@aleabitoreddit (Serenity) mentions $AXIA most — 3 mentions in the past 12 months.

When was $AXIA first mentioned on Surfaced?

The earliest tracked mention of $AXIA in the Surfaced archive was on Mar 18, 2026.

How many voices track $AXIA?

1 FinTwit voice has mentioned $AXIA 3 times in the past 12 months.

What kind of voices mention $AXIA most?

$AXIA is mentioned most by Semis voices on Surfaced.