$AXIA

Axia Energia

$AXIA

Axia Energia

Past 12mo:3mentions1voices

All voices3 mentions since Mar 2026calls only

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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.

Recent mentions

3 mentions

@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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@aleabitoredditMar 30, 2026 · 3:59 AM

@FascismIsBack @BillAckman This is factually not true and this is the exact same reasoning why we're in this mess. US is completely reliant on Japan/China. eg. InP feedstock/substrates for AI with photonics. US is reliant on China for manufacturing bodies of humanoids. US is reliant on Russia/other enemies (won't disclose specific names since it's national security risk) through some niche chokepoints. US is reliant on Taiwan/Korea for high end semiconductors. US is reliant on Europe for high-end machines ( $AXIA, $AMSL type) or specific substrates ( $SOI ). Again, supply chain is interconnected. This type of take is the exact reason why the current administration thought it had all the cards. Name one US company that can supply enough raw feedstock required for InP substrates for AI. Name one US company that can completely replace $ASML today. You can't because they don't exist yet.

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@aleabitoredditMar 18, 2026 · 6:48 PM

@papaD__ Yep! I'm familiar with them after doing DD on refactoring reactors for inp epiwafers $IQE. Personally not a fan of equipment sellers like $AXIA or Oxford. They have material revenue acceleration, but they don't really derive the same value from the photonics supercycle as the companies that use them do. However, given there is material revenue growth from capex cycles, it's very popular with hedge funds that are more risk-averse.

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