AXT. Every tracked FinTwit mention of $AXTI, newest first. 979 mentions since the first on Dec 22, 2025. See the price chart.
July 2026 · 37 mentions
Jul 18
Midas — Top photonics stocks I found using @asymmetrix_xyz, which finds 10x stocks early:
$AAOI
$SIVE
$AXTI
$LPTH↗
Jul 17
Frenchie — @MYptf1ot I already reduced high beta exposure After a violent move from my best runners $AXTI $IQE and some $VPG
I’m now focused on monitoring exposition, its going to be a hard…↗
Jul 16
Michael Sikand 🦑 — Dropped $100K into the market here into a fresh "I bought the dip" account.
Risk reward looks fantastic to just go long a big list of my favorite stocks, some down 30-50%. I see…↗
Midas — Top photonics stocks I found using @asymmetrix_xyz:
$AAOI
$CRDO
$SIVE
$AXTI
$LPTH
Follow me for more.↗
Jul 14
Antonio Costa — $AXTI is back over its EMA200 following an unusuall call option activity this morning. https://t.co/6woIAXxZrG↗
Jul 14
Gaetano — The Prevailing Narratives In Photonics Right Now...
$LITE $COHR $SIVE $AAOI $AXTI etc.
> Scale Up CPO is further away than some people thought
> Copper is lasting longer and pushi…↗
Jul 13
Gaetano — Positive signs on the Substrate layer
$AXTI $COHR $LITE $AAOI etc.
We like to see more substrates being manufactured
Helps minimize one of the gating factors for downstream produ…↗
Jul 13
Midas — Top photonics stocks I found using @asymmetrix_xyz:
$AAOI
$SIVE
$AXTI
$LPTH
Follow me for more.↗
Jul 13
Gaetano — $AXTI with a really big drawdown here
This is one of the stocks I have been tracking for a while now that I admittedly had really poor execution with
I was initially positioned i…↗
Jul 13
BULL OF BRITAIN — I came. I saw. I conquered.
NO ONE ELSE HAD THE BALLS TO CALL THIS.
Now I rest. $AXTI↗
Jul 13
InvestmentGuru — $MU $AMD $CRDO $MRVL $AAOI $AXTI $COHR $INTC $SNDK $NBIS
AI infrastructure stocks are under pressure in the premarket as the sector goes through a broad rotation and consolidatio…↗
Jul 11
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +707%
2. $PENG +301%
3. $AEHR +260%
4. $AXTI +250%
5. $DELL +245%
6. $AAOI +244%
7. $MU +243%
8. $WDC +238%
9. $INTC +198%
10. $ARM…↗
Jul 10
BULL OF BRITAIN — O bella, ciao! Bella, ciao! Bella, ciao, ciao, ciao!
$AXTI https://t.co/kJXoUQfvOW↗
Jul 10
Michael Sikand 🦑 — Rosenblatt: Photonics short sellers have zero conviction and are preying on fear.
They point out that short sellers have no real conviction in the short thesis and actually intend…↗
Jul 10
Serenity — Yep, it’s interesting to witness retail capitulation.
After we got Bloomberg Meta compute article cleared up by their internal memo.
And the 2 reports on delays were denied by N…↗
Jul 9
PhotonBull — Data centers are hitting the physical limits of copper. Goldman sees AI optical component spend growing from $15B in 2026 to $154B by 2028, and NVIDIA just committed $2B each to Co…↗
Jul 9
InvestmentGuru — buying opportunity in market
Photonics $AAOI $AXTI $COHR $GLW $NOK
Space $RKLB $ASTS $SPCX $RDW $SATL
NeoCloud $NBIS $CRWV $CIFR $APLD $IREN $HIVE $BTDR
Energy $OKLO $SMR $EOSE…↗
Jul 9
Midas — Top photonics stocks I found using @asymmetrix_xyz:
$AAOI
$SIVE
$AXTI
$LPTH
$POET
If this helped you out, follow me for more.↗
Jul 9
Gaetano — This is a really big deal, and it needs to be understood.
$AAOI $SIVE $AXTi $LITE $GLW $NOK etc.
Much of the run up in the Photonics basket was due to the fact they many of these…↗
Jul 8
Serenity — @starlightrvrie Yep still holding $AXTI. And a lot of my older thesis like $EWY that are up hundreds of percent.
Even if I don’t mention it as much anymore↗
Jul 8
Serenity — Let’s put it this way:
Retail thinks a 30-60% drop is a “falling knife” where bagholders will never recover.
And they end up panic selling after seeing swiggly line TAs and peop…↗
Jul 8
Gaetano — If you care about Photonics, read this
$AXTI $SIVE $LITE $COHR $GLW $AAOI etc.
There are lots of important updates here
The one I want to talk about in this post is InP substrate…↗
Jul 7
Alex A.C. — Couldn't resist this current giga nonsense drop of the Market, so I've added sectors I lacked a lot (due to skyhigh prices.... until recently 😅), like Foundries and OSATs
- Towe…↗
Jul 7
Serenity — This is the average visual TA bro, takes a 50% 50% coinflip:
If it goes the other way, they say "ABC Pattern Invalidated", should have known...
If they get the coinflip right,…↗
Jul 7
InvestmentGuru — Silicon-to-Substation: 5 Themes Built for the Long Run
Photonics / Optical Interconnects The bottleneck is shifting from compute to data movement. Co-packaged optics fixes that. $…↗
Jul 6
Midas — He called $SIVE | $MU | $SNDK | $NBIS | $AXTI
These aren't random picks.
They're all solving critical bottlenecks in the AI trade:
Memory
Photonics
Neoclouds
The pieces of the…↗
Jul 6
Michael Sikand 🦑 — $20M trade update.
I just updated my "Photonics Is Next" AI infra portfolio on @joinautopilot followed by 3300+ U.S. retail investors and $21.9M in connected assets as of 7/6.
Th…↗
Jul 6
Serenity — Nomura’s report cites $AXTI and $IQE as the leading players.
Then regarding ASP updates:
- 2in InP substrate price hike 42-76%
- 3in InP substrates price hike 78%
- 2in EML Epiw…↗
Jul 4
BULL OF BRITAIN — Remember guys you can literally sub to the guy with this track record!
$AXTI@$13
$SNDK@$200
$PLTR@$24
$VNP.TO@$18 (First person on X to post it)
$AAOI@$60
$MIRAE@$18,000KRW (fi…↗
Jul 4
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +635%
2. $AAOI +247%
3. $AEHR +247%
4. $AXTI +246%
5. $MU +242%
6. $INTC +226%
7. $PENG +214%
8. $DELL +213%
9. $WDC +213%
10. $TWS…↗
Jul 3
TheValueist — $AXTI $COHR $LITE $NVDA CURRENT CHINESE INP EXPORT-CONTROL REGIME
China’s formal InP control is not a blanket embargo; it is a discretionary licensing regime. On February 4, 2025,…↗
Jul 2
TheValueist — $AXTI $COHR Do you believe this is last InP prepayment deal that will be cut over the next 5 years? We merely getting started.
———————-
BOTTOM LINE: This is incrementally bullish f…↗
Jul 2
Gaetano — Nice to see $COHR locking up more 6-in supply
Now I would like to know if this is for a U.S. based facility or one of their international sites
Would have significant implication…↗
Jul 2
Serenity — $AXTI signs 3-year wafer deal with $COHR.
"Coherent will make a prepayment of $22,288,500 to AXT-Tongmei in exchange for a committed supply capacity." https://t.co/nTkyJSMo96↗
Jul 2
Serenity — @MosheFeins48329 After $AXTI went from $13 to $140, somewhere along the way up they had a massive float expansion along with dilution.
Which it got approved, so as I mentioned be…↗
Jul 2
BULL OF BRITAIN — $AXTI
Does this look accurate gang?
There is a big mistake people make with Technical Analysis.
It only works, when there is enough volume to predict human nature.↗
June 2026 · 82 mentions
Jun 30
Serenity — I've reached 900k followers, thank you everyone!
Just some reflection, it's actually a nightmare at higher counts...
Which is new to me, since I started at almost nothing earlier…↗
Jun 29
Dustin — Top 5 generational wealth stocks that Serenity (the trader that's better than Leopold Aschenbrenner) holds in his portfolio:
- $SIVE
- $AXTI
- $AAOI
- $LITE
- $OUST
He called num…↗
Jun 28
Frenchie — Petit usecase du Radar de X premium
Récemment deux narratifs retails-driven ont le vent en poupe
1. La photonique et de manière générale l’optique avec $AAOI , $AXTI , $SIVE, $S…↗
InvestmentGuru — Everyone’s asking what to buy in 2026.
The answer’s been in the executive orders the whole time.
The reshoring of America is real. And it starts with the ground-level stuff nobo…↗
May 31
Serenity — I wonder if my chokepoint investment theory…
With $AXTI to $SOI to $SIVE will be studied in future history books?
Regardless, I think everyone here is a part of making history.…↗
May 30
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +614%
2. $AXTI +531%
3. $AEHR +357%
4. $AAOI +354%
5. $NVTS +273%
6. $MU +240%
7. $DELL +234%
8. $BE +228%
9. $DOCN +224%
10. $ARM…↗
TheValueist — $AXTI KEY READ-THROUGHS FROM AXT Q1 2026 EARNINGS CALL
AXT’s Q1 2026 call provides a high-signal read-through into the AI optical infrastructure supply chain: demand for indium ph…↗
Apr 30
Serenity — @ThematicTrader It’s majority institutions moving $AXTI at these valuations, retail shorts might turn out terribly wrong.
If AXT goes down from export controls the photonics build…↗
Apr 30
Serenity — @bc1aa1fa3932407 I'm not saying $AXTI is a good buy at these levels.
I'm just saying not to short it because they (and China) are a functional monopoly over this entire process r…↗
Serenity — @MacadoMP Just your normal volatility for $AAOI.
It's something to get used to, especially if you've been in $AXTI before, you're conditioned to be fine with +25% -20% movements.↗
Mar 31
Serenity — Pls stop tagging me in stuff where random retail investors or journalists tries doing an analysis on $AXTI or $SIVE.
For $AXTI:
Majority of folks have 0 clue what they’re talking…↗
Mar 31
Serenity — @innovavest Idk. All the retail and news "labelled meme stocks" for my picks ended up becoming billion dollar companies like $AXTI.
$SIVE is next, have high confidence.↗
Serenity — Second order effects from $AAOI earnings:
-> Extreme demand for MBE/MOCVD reactors.
They're needed for epiwafers.
This signals two things for "manufacturing":
- $IQE is sitt…↗
Feb 27
Serenity — $AAOI's 10x projected rev surge in optical transceiver demand by 2027 for $4.3B ARR off a $5.5B MC...
Is enormous.
$LITE and $COHR might be crowded, but.
We'll likely see rotat…↗
Feb 27
Serenity — @FractalVeritas Talking about $AAOI in this, not $AXTI.
But I did point out $AXTI before it went up 3x in the last two months.↗
Feb 27
Serenity — After earnings, $AAOI could easily be a $25B-$30B company next year from $5B if they hit their projections.
And they're one of the only "Made in America" (Sugarland, Texas) comp…
January 2026 · 136 mentions
Jan 30
Serenity — @theodore_invest So $AXTI is the next closest thing to NAND/HBM type price squeeze play (for photonics) that I've found.
$LPTH is a germanium bottleneck fix w/black diamond that i…↗
Jan 30
Serenity — 7N Indium prices have just hit ATHs on SMM with zero signs of slowing down.
The $AXTI bottleneck is playing out real time.
Western hyperscalers appear to be soaking up every bi…↗
Jan 30
Serenity — @Swiftrooney_ $AXTI I’m actually extremely bullish on out of the group of stocks I’ve posted and im a net buyer at these levels.
I’ll make a follow-up post but I just see 7n indi…↗
Gaetano — $AXTI Hitting all time highs today
Axt plays a critical role in the photonics sector and the AI buildout as a whole
Read some more of my thoughts on the company in this post!↗
Dec 30
Serenity — @FrontRangeHQ Yeah that's a huge reason why I did $AXTI calls furthest date I could go out. I would have done 2027 strikes if they existed.
If China restricts exports, it might g…↗
Dec 30
Serenity — @_visionarius Thanks for following along! I'll just give you a breakdown: I like Fintech and AI, those are basically my two main growth investment baskets.
Stablecoins like $CRCL…↗
— The market just handed us a masterclass in thesis validation.
The top performers of 2026 aren’t random. They’re a roadmap.
Memory $SNDK. $MU. $WDC. Three names. One theme. The wor…
Frenchie — Le trade sur l'IA est-il mort ? (Je vous préviens c'est un mega tunnel)
>Non
Mais pour la première fois, ce n'est plus la bonne question, et il faut faire un petit voyage dans le…↗
Jun 27
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +781%
2. $AEHR +355%
3. $AXTI +329%
4. $MU +297%
5. $AAOI +289%
6. $INTC +248%
7. $WDC +240%
8. $PENG +218%
9. $TWST +215%
10. $MRV…↗
Jun 27
Midas — Serenity (aleabitoreddit) is an INSANELY better trader than Leopold Aschenbrenner.
He called numerous +1000% stocks early:
- $SIVE
- $AXTI
- $AAOI
- $LITE
- $OUST
He's now in…↗
Jun 26
BULL OF BRITAIN — https://t.co/BzMQfObTU0
Finally got subscriptions approved.
Tldr - I’ll use it as a real time notebook.
The research, the macro analysis, and the high conviction theses I'm ac…↗
Jun 26
Gaetano — I talked through all my thoughts on $AXTI here
I cover:
> An overview of $AXTI
> The latest financial inflection
> Margin leverage with 6-inch
> Thoughts on the stock + dilution…↗
Jun 26
Black Panther Capital — $AAPL just raised prices on the MacBook and iPad. The reason they gave, on the record, was higher component costs. Memory chips, specifically.
Sit with that for a second.
This is…↗
Jun 26
Gaetano — $AXTI is down over 50% from it's highs
What are your thoughts on the stock at this point?↗
Jun 26
Serenity — FYI, I posted ideas about $AXTI at $15, $AAOI at $30, $TSEM at $115, $LITE $300, $MU $300, $SNDK $400, $EWY $110, $SIVE $4.
$IQE $13, $SOI $44 and so on.
So when they finally hav…↗
Jun 25
Frenchie — 🇨🇳 Les semi-conducteurs chinois sont en feu
Ils ont en moyenne pris 40% depuis ce post et si on retrace à Juin 2025 c’est quasiment un doublon sur toute la chaîne hardware
Auj…↗
Jun 25
BULL OF BRITAIN — Probably my greatest thesis to date?
24/03/26 - At the peak of $AXTI euphoria, I made a prediction that this will innevitably tank more than 50%.
25/06/26 - $AXTI is down 52% f…↗
Jun 25
Serenity — Feels like the only thing that hasn’t crashed…
Is memory like $MU, indexes, or large cap semis like Intel so far.
- Photonics from $AXTI to $SIVE down 40%.
- Space from $ASTS an…↗
Jun 25
InvestmentGuru — 11 stocks- my positioning in 11 layers of AI infrastructure.
Layer 1 — Substrate
$AXTI — The raw crystal foundation. InP & GaAs wafers that power the photonics revolution.
Layer…↗
Jun 25
Serenity — Think so. But in the meantime, I call my strategy: Diversified Losses.
With $AXTI, $SOI, $AAOI, and many others.
Had a massive drawdown recently,
CPO exposure was hit the hardes…↗
Serenity — Curious if anyone's portfolio is green after today's fun day.
$KORU: -32.06%
$SOXL: -22.98%
$IQE: -13.58%
$DRAM: -12.6%
$AXTI: -12.57%
$FLNC: -12.5%
$AAOI: -11.2%
$SIVE: -11.7%…↗
Jun 22
Black Panther Capital — 12 months ago people hesitated.
9 months ago people hesitated.
6 months ago people hesitated.
3 months ago people hesitated.
Meanwhile $MU went up +850%
$SNDK went up +4.800%
$AXT…↗
Jun 22
Tradable Astronaut — $HQ has been sitting #1 on the Aion Index leaderboard.
A member asked about it in the Discord on 6/20.
The answer was simple look at $AAOI, $AXTI, $LITE when they were #1. Check…↗
Jun 22
InvestmentGuru — The AI Gold Rush Isn’t About GPUs Anymore
Everyone is chasing the obvious names.
I’m spending more time looking at the companies that solve the bottlenecks.
AI clusters can’t sc…↗
Jun 22
Midas — @asymmetrix_xyz Top stocks I found using @asymmetrix_xyz:
$AAOI
$SIVE
$AXTI
$LPTH
$POET
If this helped you out, follow me for more.↗
Jun 22
Midas — Serenity (aleabitoreddit) could be a better trader than leopold Aschenbrenner.
He called numerous +1000% stocks early:
- $AXTI
- $AAOI
- $SIVE
- $LITE
He's now in a new gener…↗
Jun 21
Midas — The "Serenity Tracker" is live.
Use this scanner to find the next 10x stock like $SIVE, $MU, $AXTI, or $SNDK.
It finds undiscovered AI bottlenecks in disruptive sectors that nob…↗
Jun 21
BULL OF BRITAIN — Bullish for anyone with working partnerships with Sumitomo
If they are lightening restrictions with Japan
Maybe we will get a huge Q2 by $AXTI
Buying at $80 actually seems fine…↗
Jun 21
InvestmentGuru — AI INFRASTRUCTURE LEADERSHIP BOARD
The Companies Building the Backbone of the AI Revolution
Tier 1 — Core Compounders
The foundation of AI infrastructure and the highest-convic…↗
Jun 20
Serenity — I think u must be new here.
Many of my ideas get intense backlash at the start, especially the more original they are.
$AXTI - endless hate to the point I got banned from the $R…↗
Jun 20
Gaetano — This might be the best report I will ever write...
$AXTI $COHR $AAOI $LITE $SIVE $IQE etc.
I finally solidified my outline:
Optical Oversupply Risk - Table of Contents:
- The op…↗
Jun 19
Gaetano — Some thoughts on $AXTI…
As I work through the China AI optics supply ramp, the AXT setup keeps getting more complicated.
China is reportedly preparing a ~$295B five-year AI data-…↗
Jun 19
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +820%
2. $AEHR +471%
3. $AXTI +417%
4. $AAOI +364%
5. $WDC +333%
6. $ARM +302%
7. $MU +297%
8. $BE +278%
9. $MRVL +265%
10. $INTC +…↗
Jun 19
Shay Boloor — What $10,000 became over the last two years:
• $SNDK $604,690
• $RKLB $247,990
• $BE $246,020
• $RGTI $236,090
• $AXTI $225,670
• $QBTS $224,130
• $AAOI $188,820
• $PL $158,090
•…↗
Jun 19
Serenity — I think something to highlight also is not all my ideas are green, especially on short term timeframes!
My core three themes are Neoclouds (Energy), Memory, and Photonics.
And I…↗
Jun 19
BULL OF BRITAIN — Well well well..
If anyone ever questions my ability to find dd / research, here is a real time example.
Track record
> $AXTI at 13
> $SNDK at 200
> $PLTR at 24
> F…↗
Jun 19
Damnang2 — Compute is starting to trade like a commodity.
CME and ICE are moving to list GPU rental rate futures. Big tech is no longer just buying chips. It is contracting compute capacity…↗
Jun 18
Gaetano — We are seeing a fragmentation in the connectivity sector
Stronger - $SMTC $GLW $ALAB $CRDO $MTSI $MXL $MRVL
Weaker - $LITE $AAOI $FN $NOK $CIEN $IQE $AXTI $SIVE
Obviously this…↗
Jun 16
Serenity — Yeah... I'm not quite sure why everyone likes just throwing personal accusations.
Like "scam" or "memestock" every time I post a thesis.
Like when I bought $AXTI (still holding…↗
Jun 16
Serenity — @aistruder CPO hasn't ramped up yet so very early. Shunsin should actually benefit the fastest though given H2 scale out with Foxconn.
Win Semi is great regardless but benefits f…↗
Jun 16
Serenity — @yangqisniper $AXTI was a fun one.
Actually every single one of my photonics ideas last year went up triple % digits. Got the entire theme + supply chain right! https://t.co/vpWp…↗
Jun 16
Serenity — Fun throwback to random ideas back in 2025.
Back then, $AAOI was $2B MC, $LITE was a $26B MC, $AXTI was $500M
Now:
- AAOI is $15.37B
- Lumentum is $74.47B
- AXT is $7.24B
Was wo…↗
Jun 15
Frenchie — Le stack photonique du moment est vraiment en train d’exploser
Voici les actions que je possède concernant l’optique et pourquoi :
> $LITE
Lumentum est l’un des plays les plus d…↗
Jun 15
Jason Luongo — 6. $AXTI - AXT Inc
Manufactures the compound semiconductor substrates used in optical transceivers for AI data centers. Q1 revenue $26.9M, up 39% YoY. Indium phosphide backlog sur…↗
Jun 15
BULL OF BRITAIN — Mirae $025560.KS is the most mispriced name in the memory supply chain. Here is the case.
The comparison. Western retail favourites vs a profitable Korean one:
Mirae: $169M cap,…↗
Jun 15
BULL OF BRITAIN — Hey $AXTI
You can finally hold something thats not terrible now.
I will remain bullish until I see any other major crack.↗
Jun 15
Serenity — Today, there's a new report that China eased InP substrate exports.
Which is expected to relieve mass production bottlenecks in the photonics market (source: Digitimes)
My optic…↗
Jun 14
Jason's Chips — The most common question that I've gotten on this post is that all of $AXTI, $LITE, $AIXA, $COHR, $SOI, $TSEM have gone parabolic so why is this even an interesting space anymore?…↗
Jun 14
BULL OF BRITAIN — This guy is CRAZY early
$SNDK and $AXTI before 99% of FinX
Why aren't you following yet?↗
Jun 14
PhotonBull — There were so many good deals back in January
Some of my favorites were $SNDK at $317 and $AXTI under $20
It seems like they become more popular as the price goes up? https://t.c…↗
Jun 14
Serenity — This is gonna upset a lot of people:
But TA is astrology for traders.
It's confirmation bias + trading human psychology about entries.
Kinda like how people frontran $SPCE fro…↗
Jun 13
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +734%
2. $AXTI +494%
3. $AEHR +437%
4. $AAOI +385%
5. $DOCN +254%
6. $ARM +248%
7. $MU +244%
8. $INTC +238%
9. $MRVL +229%
10. $NVT…↗
Jun 13
Serenity — The AI supremacy Wars begins.
Think a lot of the upstream supply chain bottlenecks caused by each Country export controlling each other (eg. $AXTI)
Should present some interestin…↗
Jun 12
BULL OF BRITAIN — This message radicalised me.
Its very humbling to know I make a genuine change for people.
Even though its hilarious, I will stop my crusade on $SIVE and $AXTI bulls and do what…↗
Jun 12
Gaetano — If you care about the Photonics trade
or companies like $AXTI $SIVE $AAOI $LITE
You should read + understand this!↗
Jun 12
Serenity — @Expelliamus9 $AXTI took many months to play out, before companies and governments started confirming the InP substrate bottleneck.
I don’t think CPO related ideas should be judge…↗
Jun 12
Serenity — Just some reflection, my core high conviction ideas from 2025 aged super well!
From
$ALAB: $97-> $372
$LITE: $330 -> $904
$AAOI: $30 -> $175
And others like $NBIS, $RKLB, and $T…↗
Jun 11
TheValueist — $LITE $COHR $AAOI $AXTI LightCounting releases Q2 Quarterly Market Update – June 2026 @lightcounting
Q1 2026 was the best quarter for the optical transceiver market since LightCo…↗
Jun 11
Gaetano — Thoughts/ clarifications on InP Substrates $AXTI ...
> $AXT has been getting permits to ship to U.S. companies based outside of the U.S. Think of $COHR Sweden facility as an examp…↗
Jun 11
InvestmentGuru — 10 Stocks Built to Create Generational Wealth
The AI infrastructure supercycle is rewriting the rules. Here’s where I’d position across the full stack — from the chip to the cloud…↗
Jun 11
BULL OF BRITAIN — But when I write this exact reason in my $AXTI short thesis - I had Serenity meat riders saying im a retard because price action is going up. Go fuck yourselves↗
Jun 11
Serenity — @Ud197601 Everyone kept calling $AXTI a scam, and my thesis BS on $RDDT.
Glad to see my thesis being validated by Reuters and Chinese/US trade negotiations lol.↗
Jun 11
Serenity — Oh look… a new report by Reuters shows China’s control over InP threatens the AI DC buildout.
Who could have guessed $AXTI would have been a major point of failure? https://t.co/m…↗
Jun 10
Serenity — @MosheFeins48329 Still have my $AXTI, and positions in others I haven’t mentioned as much like $ALRIB or $LPK.
Axt different reason though, one part is dilution concerns, so there…↗
Jun 9
BULL OF BRITAIN — @napoleon21st Overly optimistic doesnt mean lie. 500M rev in 25' is not a lie. Their last quarter print is not a lie.
Just like $AXTI printing 20M rev and permits getting DENIED…↗
Jun 9
BULL OF BRITAIN — The 3 worst performing stocks today
What do they all have in common?
$AXTI $SIVE $XFAB https://t.co/ibo78A9LlY↗
Jun 9
Serenity — I do see a lot of comments about "harvesting the leeks".
And I hope my picks like LeaderDrive can help change that perspective around certain equities being good long term holds.…↗
Jun 8
Jason's Chips — Besides the obvious $LITE $COHR $NOK $MRVL, InP substrates and MOCVD ($AIXA $AXTI) are actually very underrated beneficiaries here. InP PIC could possibly take up more wafer area i…↗
Jun 8
InvestmentGuru — 16 Semiconductor & AI Infrastructure Stocks to Watch
$AMBA
$CEVA
$OSS
$SKM
$HPE
$INOD
$AOSL
$PENG
$MCHP
$MXL
$VSH
$AXTI
$GFS
$PLAB
$LASR
$AEHR
From Edge AI and photonics to AI da…↗
Jun 7
Jason's Chips — I provide the answer in my Computex review.
$LITE $AIXA $AXTI https://t.co/kraRoNPvyh↗
Jun 7
InvestmentGuru — The AI buildout is expanding far beyond $NVDA.
Key areas seeing accelerating demand:
✅ AI servers & data centers ($HPE, $MCHP)
✅ Edge AI ($AMBA, $OSS)
✅ AI data infrastructure ($I…↗
Jun 7
InvestmentGuru — SEMICONDUCTOR & TECH SECTOR SWEEP — 16 Names You Need To Know
$AMBA
Edge AI Inflection Is Real — $800M Hanwha Deal Seals the Narrative
$CEVA
IP Licensing Machine Beats Expectatio…↗
Jun 7
Serenity — I think my personal style of investing is a bit different, just some reflection:
It's inherently discretionary, based on stuff markets don't know yet. And a culmination of life ex…↗
Jun 6
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +557%
2. $AXTI +445%
3. $AAOI +408%
4. $AEHR +388%
5. $DOCN +253%
6. $NVTS +251%
7. $ARM +214%
8. $DELL +214%
9. $MRVL +210%
10. $B…↗
Jun 5
InvestmentGuru — 17. $ARM
The architecture powering every AI inference chip, mobile AI, and data center CPU. Royalty model means it benefits from every chip design across the ecosystem — $NVDA, $AM…↗
Jun 4
Midas — Never miss a 10x trade like $SIVE, $NBIS, $AXTI, etc from Serenity again.
Use the @asymmetrix_xyz scanner to find the next stock that will go up 1,000%+.
It tracks all tickers po…↗
Jun 3
Midas — 1. $SIVE
2. $CRCL
3. $NBIS
4. $AAOI
5. $AXTI
Posting my analysis on each of these companies here.
Don't miss out and follow me.↗
PhotonBull — @BULLOFBRITAIN Not as good as $AXTI at 13$ though but trying my best🤣↗
Jun 3
PhotonBull — Told you guys about @BULLOFBRITAIN a while ago
Now he has shown his receipts
Make sure to follow this guy for early entries in the next $SNDK and $AXTI↗
Jun 3
CK Capital — This guy told me about $AXTI at 13 and $SNDK at 200, with proof.
One of the best traders I know who will provide insane alpha.
Worth a follow.↗
Jun 3
BULL OF BRITAIN — Was getting clowned for writing bear takes on $AXTI and $SIVE. Everyone assumes a bear case means you're bitter for missing out or too low iq to do dd.
No.
I write the short the…↗
Jun 3
InvestmentGuru — CPO: The Bottleneck
Everyone’s watching GPUs. Semis. Memory. Nobody’s watching the wire between them. That’s the next bottleneck. And it’s real.
The Problem: AI Is Choking on Its…↗
Jun 3
Tradable Astronaut — $MRVL Imagine having this sort of data at your fingertips every single day.
Catching names like $ARM $AXTI $SPCE $AAOI $LITE etc, all early.
Aion Index will show you the best nam…↗
— @VJNCapital When I first joined it was primarily folks trying to sell expensive community paywalls or TAs.
Everyone crowded around the same large stock $PYPL or $UNH investing if…
Serenity — - $AAOI at $12B
- $SIVE at $2B
- Foci at $2.8B
- Shunsin at $2B
Usually the best risk/reward to me currently. Lot of my answers before like $AXTI already 10x’d, so different line…↗
May 29
Kevin Maro — An incredibly important stock market lesson (#2)
The most expensive mistake in investing isn't a bad trade.
It's listening to the wrong people.
Some people charge $200/month to…↗
May 28
Serenity — @Batemanzm75 People do valuation analysis wrong on names like Sivers or $AXTI.
You won’t be able to model $SIVE revenue projections if they’re end up doing M&A + TAM expansioning…↗
May 27
Serenity — Idk… I mean everyone called $AXTI a scam and now it’s up thousands of percent?
Everyone called $AAOI management a scam and now that’s up 7x too.
Institutions went out and critic…↗
May 27
Serenity — I actually got every single one of these predictions right
> InP substrate bottleneck
> laser bottleneck, and markets rewarding $AAOI with laser fabs for it.
But it did take…↗
May 27
Serenity — Back when $AAOI was ~$20-30 when I went long:
I thought $AMZN and $MSFT were qualifying specific optical transceivers for their ASIC programs.
Turns out it’s more interchangeable…↗
May 27
Serenity — Interesting photonics selloff today on no news?
$LITE down -4.95%
$AAOI down -4.85%
$SIVE down -14.8%
$SOI down -5.73%
$AXTI down -8.13%
$IQE down -12.13%
I think it’s probably t…↗
May 27
Serenity — Yep, I model financials around every stock I post, I don’t post breakdowns a lot of time to make it more digestible for retail investors to read w/o jargon.
You can see my old $RP…↗
May 26
Serenity — This timeline of getting banned on $RDDT WSB for posting about $AXTI.
That stock going up thousands of percent.
Then becoming the #1 most subscribed to person on X feels kinda li…↗
May 26
Black Panther Capital — Everyone is chasing $SIVE or looking for the next
$AEHR or $AXTI.
I think I found it… Not one. But two. Both sitting at the exact chokepoint.
This is maybe my favourite trade ide…↗
May 25
Serenity — $RPI, close to ~3x returns.
Off the media branded "Meme Stock".
I think after retail saw institutions bear post my thesis posts.
Then ended up paper handing $AXTI, then $RPI,…↗
May 25
Jason's Chips — InP names $LITE $COHR $AIXA $AXTI probably benefit a lot more from CPO than SiPho names $TSEM $SOI
It's all about content ratio in transceivers vs CPO. Big powerful lasers need a…↗
May 25
Serenity — I think I deserve my own Netflix special after $AXTI and $SIVE? https://t.co/WeD80ogRXg↗
Serenity — Did you listen anon?
$SIVE is extremely early.
And we’re about to see a ton of institutional inflow (Blackrock, Vanguard, MSCI, NASDAQ) next week for the first time.
Then, coup…↗
Jason's Chips — In my opinion optics are broadly still undervalued.
$LITE and $COHR likely under 20x P/E on 2028 (estimates too low).
$AIXA DEFINETLY under 20x P/E 2028.
$AXTI could be under 20…↗
May 24
Jason's Chips — $SIVE is not $AXTI.
$AXTI controls one third of the indium phosphide substrate that is needed for every single laser that goes into a data center. They are a real choke point beca…↗
May 24
KawzInvests 🦑 — Photonics is not new. Fiber optic cable has crossed oceans since the 1980s.
The alpha was a physics calculation made years before this chart went vertical.
Copper degrades beyond…↗
May 24
Serenity — You're comparing Sumitomo finished InP substrates vs AXT.
$AXTI owns many many material chokepoints upstream required to make the finished substrates. And they're roughly ~40% of…↗
May 24
Serenity — AI capex spend is expected to go to "$3 to $4 trillion annually" by 2030 from $NVDA Jensen Huang projections.
You're not bullish enough.
And it might be a good idea to stay exp…↗
May 24
InvestmentGuru — The full optical stack:
$COHR → $LITE → $AAOI → $POET → $AXTI → $IQEPF → $SIVEF → $LWLG
This isn’t a trade. It’s a multi-year infrastructure supercycle.↗
May 24
Jason's Chips — @markmartor yes $AXTI is a real bottleneck↗
May 24
Jason's Chips — $SIVE is on a speculative, unsustainable rally that is not backed by any fundamentals.
Healthy parabolic stocks like $LITE, $BE, $AXTI, $SNDK either pop and grind up following eac…↗
May 24
Michael | Hypermarkets — Top 12 winners for 2026 with catalyst
1. $AXTI +761%
Catalyst: $632M equity raise to double indium phosphide capacity. Pure-play AI optical infrastructure InP substrates are the…↗
May 24
Gaetano — The optical super cycle has been life changing
$LITE $COHR $CIEN $AAOI $AXTI $SIVE
If you got in early, you made insane returns
So the question is, what is the next theme to inve…↗
May 24
Serenity — @doomdayer Thanks! Yeah always fun to have those argument with $AXTI + inp substrates back at $15 with all your random retail investors who have 0 knowledge.
Then it just happens…↗
May 24
Serenity — Photonics is nuanced and using ChatGPT/Gemini makes you miss all of it:
1. $SIVE is actually a chokepoint and partially a bottleneck.
The reason it's a chokepoint is leading CP…↗
May 23
PhotonBull — This guy told me to buy $SNDK calls at $250 a couple months ago
Also $AXTI at $15
Now he has some new picks out in the open
Great follow and incredible insight into market dynam…↗
May 23
Serenity — I don't post dollar amounts because they don't matter.
What matters is return %. Speaking of that...
YTD: 3840.39%.
I'm probably the only one in the world. Who called out mul…↗
May 23
Jason's Chips — Perhaps the most interesting name in this article is $AXTI. My opinion on them is quite divided.
On one hand they are up 90x over the past YEAR (let that sink in for a moment) and…↗
May 23
BULL OF BRITAIN — @CR7invest_ There is no next $AXTI without external factors that are not value investing.↗
May 23
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +761%
2. $SNDK +523%
3. $AAOI +421%
4. $AEHR +371%
5. $NVTS +310%
6. $BE +248%
7. $DOCN +229%
8. $INTC +225%
9. $WDC +181%
10. $ARM…↗
May 23
Jason's Chips — The most common question that I've gotten on this post is that all of $AXTI, $LITE, $AIXA, $COHR, $SOI, $TSEM have gone parabolic so why is this even an interesting space anymore?…↗
May 23
Serenity — 5 months ago. I gave a PT of $150 with $AXTI.
Over 10x that current values from a $500M MC.
It’s now a $9.2B MC and $140. $10 away.
New $SIVE longs are starting to realize what…↗
May 22
Jason's Chips — I have seen some optics bears say that because it is much easier to add laser capacity than perhaps in other industries like memory, optics will be overbuilt. This is nearly imposs…↗
May 22
Jason's Chips — For anyone interested in learning about the CPO supply chain!
(I also explain it in a fun and understandable way)
Covered: $AXTI, $LITE, $AIXA, $COHR, $SOI, $TSEM↗
May 22
BULL OF BRITAIN — $AXTI Hitting 10B market cap on 80M YoY rev!
Completly deserved
Nuke the market asap.
Cannot wait for this outcome to happen. https://t.co/Sfhm7IAwmu↗
May 22
Gaetano — So many Optics companies have had awesome runs
$LITE $COHR $AEHR $SIVE $AXTI etc.
I was blessed enough to participate a lot of this run up for a long time
A large part of my focu…↗
May 22
Serenity — Yep that's completely right.
This is the reason why a lot of Chinese equities are considered radioactive or "undervalued" + why I tend not to talk about them too much (even if I…↗
May 22
Serenity — ??? $RDDT is literally lower IQ than $IREN investors?
I didn't do all this research on $AXTI ...
Just for you all to make 380% on it, call it a $MU memory competitor and then a…↗
May 22
Serenity — @labubu_trader They must have a fun time looking at my $AXTI showboating half the time lol↗
May 22
InvestmentGuru — $MU
$CRDO
$AAOI
$AXTI
$MRVL
all green today↗
May 21
Serenity — People are really out there saying, don’t doubt me off 10% returns.
I present to you: $AXTI https://t.co/1i5iXfWhz2↗
May 20
InvestmentGuru — 10 AI Infrastructure Stocks I’m Watching for the Long Game
1. $MU — Memory Is Now a Strategic Asset
Micron posted record Q2 FY2026 revenue of $23.86B — nearly 3x the same quarter…↗
May 20
Serenity — @TigerMeditation Bro China literally export controlled Japan on upstream InP substrates back in Jan, after my $AXTI post, to halt Western AI photonic supply chains.
Maybe it's ti…↗
InvestmentGuru — The AI Semiconductor Watchlist — “At Some Point, This Becomes a Buy”
$MU — HBM memory sold out through 2026 and the AI memory supercycle is just getting started. The 52-week range…↗
May 19
BULL OF BRITAIN — The time to be max risk on Photonics such as $AXTI $SIVE $SOI $AAOI $LPK was 6 months ago.
Defend your capital. Narrative driven pricing will eventually capitulate when the volum…↗
May 18
Serenity — @johnoao The more I talk about something… generally the more I think it’s unknown/underpriced in current timeframes.
They all have turned out well directionally though? Like $LIT…↗
May 18
Serenity — Next year… I’m expecting there to be many articles about FAU + component bottlenecks.
Especially as the new CPO architecture led by $NVDA + $TSM starts to scale.
Then a lot of th…↗
May 17
Serenity — I literally called out a national vulnerability in the AI supply chain.
Then went long on the quasi-monopoly in $AXTI.
While everyone was doubting me.
Guess what anon: it’s on…↗
May 17
Jason's Chips — @Blinklebloop This looks very promising. Might do some work here. Demand for anything InP exotic chemical related goes parabolic with CPO (see $AXTI )sooo↗
May 16
InvestmentGuru — One AI Supercycle -
10 Layers. 10 Tickers.
Layer 1 — Power | $BE
A single AI data center can consume 100–500MW. The US grid wasn’t built for this. Bloom Energy sits at the inter…↗
May 16
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +657%
2. $SNDK +493%
3. $AAOI +446%
4. $AEHR +393%
5. $DOCN +222%
6. $BE +218%
7. $NVTS +199%
8. $INTC +195%
9. $VIAV +189%
10. $WD…↗
May 16
InvestmentGuru — Most people are focused on silicon.
The real bottleneck nobody’s talking about? Indium Phosphide.
$NVDA needs faster chips.
Faster chips need faster interconnects.
Faster interc…↗
May 15
Serenity — Fun fact: over 70%+ of my portfolio is unrealized, I haven't sold a single share in many of these.
It helps if things like $AXTI hit 1900%+ returns, $SIVE hit 1000%+ returns, and…↗
May 15
Serenity — Leopold Aschenbrenner is a legend, but I'm not quite sure he can beat 3152.77% YTD in the Serenity Awareness fund.
That being said, I've hit 23 different longs this year with 100…↗
May 15
Serenity — This $AXTI / InP substrate export controls is EXACTLY why:
Trump's America 1st policies should focus around securing its supply chains over in EU/Japan/KR.
And weaponizing it aga…↗
May 15
Serenity — LOL chat no way... Can't believe $AXTI / InP substrates really a major part of the China-US Donald Trump's trade talks with Xi?
I got this thesis completely right.
But really, Ja…↗
May 15
InvestmentGuru — $NOK
Unusual options activity keeps pouring into $NOK and it’s getting harder for the market to ignore what is happening beneath the surface.
Over $10M in LEAPS calls have hit N…↗
May 15
Midas — I’ve built an app to find 10x stocks early like $MU, $NVDA, and $SNDK.
The strategy that I used to find $NBIS at $20, $ONDS at $1, $RKLB at $16.
This app will also find AI bott…↗
May 15
Serenity — @RayT168 Pretty high conviction in FOCI, markets underpricing future CPO bottlenecks right now just like $AXTI last year↗
May 14
Jason's Chips — I wrote an article dedicated to anybody confused as to why $AXTI is up 8,000% in the last 12 months
https://t.co/OXDxM0aL8W↗
May 14
Jason Luongo — 10 stocks within the AI infrastructure stack that you need to be aware of:
1. Power - $BE
2. Chips - $NVDA
3. Memory - $MU
4. Optics - $LITE
5. Cooling - $VRT
6. Photonics - $AAOI…↗
May 14
Tradable Astronaut — Find your appropriate risk, and trade the strongest names that are at the tip of your fingers.
You can create a very high win rate and boost your success rate in the market
That…↗
May 14
Tradable Astronaut — Energy, Photonics, Storage & Sp🅰️ce have been the leading sectors all year
$LITE $AXTI $AAOI $SDNK some of the leaders of the year
Now we have SpaceX IPO less than a month away,…↗
May 13
Serenity — People wonder why I'm focusing on non-US markets recently.
Why? CPO is my #1 thematic long.
Markets don't know yet, the sudden paradigm shift in photonics...
I was one of the…↗
May 13
Serenity — Markets are forward looking by 8-12 months.
I like to find plays at the very bottom and capture full supercycle exposure like $AXTI, $SIVE, $IQE, $SOI, $LITE, $AAOI, etc.
Other…↗
May 12
BULL OF BRITAIN — People called me a maniac. As of today I have predicted
> $AAOI - $200
> $LITE - $1000
> $AXTI - 45% drop
> solana:Pren1FvFX6J3E4kXhJuCiAD5aDmGEb7qJRncwA8Lkhw - 1 Tri…↗
May 12
Frenchie — Si vous aviez acheté le panier photonics depuis mon ancien post :
$LITE → +14%
$COHR → +14,7%
$AAOI → +38,1%
$AXTI → +69,6%
$IQE → -13,0%
$POET : → +101,4%
$SOI / Soitec : →…↗
May 12
InvestmentGuru — The “Inflation Era” of AI Compute is Breaking Out Across the Board
Every layer of the AI infrastructure stack is seeing demand explosion — and the winners aren’t just $NVDA.
Here’s…↗
May 12
Serenity — Random CPO related names I like:
- $SIVE
- Foci (3363)
- $TSEM
- Browave (3163)
- PCL (4977)
- $AXTI
- Msscorps (6830)
- $IQE
- Shunsin (6451)
- Furukawa Electric (5801)
- $MTSI
-…↗
May 10
Serenity — @pepemoonboy Thanks, im proud of this one. $AXTI made me famous on X.
My $GOOGL call at $150 made me famous on $RDDT before that just went up to $400.
Hope to see one about a fr…↗
May 10
Serenity — @deron0903 Of course I did. But if $AXTI goes down, the optical buildout with $LITE and others goes down too.
Which is why I thought it was worth it to go long anyway.↗
May 10
Serenity — @Abolct I’m up like 1766% on some $AXTI positions but I got banned after it went up 10x https://t.co/yrU1RmzNv7↗
May 10
Serenity — Did you remember my $AXTI InP substrate bottleneck call last year anon?
IntelliEPI CEO (Q1 2026 ER):
"The InP substrate shortage is a bottleneck for the entire AI infrastructure…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
🤖 EDGE AI
$QUIK · $CEVA · $SYNA · $QCOM · $INDI · $VLN · $SMTC
→ AI leaves the data center. Devices. Cars. Factories…↗
May 9
InvestmentGuru — 10 long term bets
$CRDO — Credo Technology | High-speed AEC interconnects powering AI data centers. Sticky design wins with hyperscalers. Underowned, undervalued.
$MRVL — Marvell…↗
May 9
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +612%
2. $SNDK +558%
3. $AEHR +382%
4. $AAOI +327%
5. $DOCN +241%
6. $INTC +238%
7. $BE +200%
8. $VIAV +187%
9. $WDC +179%
10. $MU…↗
May 8
Serenity — @Berlinergy Even now they think it’s all me… movement is largely institutions at this point given $AXTI MC size is $6B+ https://t.co/EajF4uIfNp↗
May 8
Serenity — @meteoralp92 Wait until you hear see this “photonics expert” commentary about $AXTI https://t.co/hWEO50KnLO↗
May 8
Serenity — I’m just going to leave this here with $AXTI.
100% of the comments were negative when I posted at ~$13.
And I got banned later after it went up 10 times. https://t.co/6FrSXod6s8↗
May 8
Serenity — I've noticed that it's always like 4-6 weeks after my thesis post...
That a bunch of institution start buying up names like $AXTI, $SOI, or $IQE.
I'm not sure if it's just luck w…↗
May 6
Serenity — And... $AXTI is now over $100, even on a -10% drop.
Cool to see this thesis play out so well.
I think it's my proudest one... calling both the 2026 photonics supercycle as well…↗
May 6
Serenity — I think many people are surprised to learn that stocks don’t move in a straight line up.
Today:
Laser companies from $LITE to $SIVE to $AAOI are down -8.0%, 10.2%, and -4.38%.…↗
May 6
Serenity — I think this is just $LITE corporate wording for:
“We don’t have enough InP substrates”.
Remember I sad last year that as photonics ramps up, $AXTI will just keep growing as a c…↗
May 5
CK Capital — We have witnessed some of the most insane gains ever in the last year from these 2 sectors.
Photonics:
$AAOI up 1200%
$LITE up 1500%
$COHR up 380%
$AXTI up 7500%
Memory:
$MU up 7…↗
May 5
BULL OF BRITAIN — @jimcx0 HAHAH holy fk I did the exact same with $AXTI.↗
May 5
Frenchie — $SUMITOMO vs $AXTI vs Freiberger
Les trois sont au cœur du même trade : le bottleneck InP.
Sumitomo Electric est probablement l’acteur le plus "safe" industriellement : japonais,…↗
May 5
Serenity — True… I did call:
$AXTI $12 -> $105
$SOI $43-> $145
$TSEM $110 -> $218
$AAOI $30 -> $180
$IQE $13 -> $46
$LITE $363 -> $1000
$AEHR $30 -> $85 (if you count siph segment)
As ind…↗
May 4
Tradable Astronaut — $AXTI nothing to say
Results speak for themselves https://t.co/8Pq6ehYRCp↗
May 4
InvestmentGuru — $AXTI what a great run so far https://t.co/e5neZgaPeJ↗
May 4
Serenity — Still think $AXTI was my most legendary thesis.
Don’t think this will get beat by anything, now that it’s near ~$5.3B MC. https://t.co/eM3UCYsQAR↗
May 4
InvestmentGuru — Money still coming in this stocks
$LITE
$COHR
$AAOI
$AXTI
$ALMU
$SIVEF
$GFS
$LWLG
$VIAV
$AEHR↗
May 3
Serenity — @piques15 Everyone kept saying $AXTI, $AAOI, and $SIVE were "memestocks with no fundamentals" lmfao.
Then Goldman Sachs just drops this banger of projections.↗
May 3
Midas — The largest market CRASH in history is coming.
But buying the right stocks during the CRASH is how generational wealth is made.
That’s why i’m building a software to find 10x s…↗
May 3
Frenchie — Voici un panier d'une vingtaine d'actions que je regarde systématiquement en ce moment :
1. $AAOI - Optical infrastructure play. Si la demande en bande passante pour les data cent…↗
May 3
Midas — The largest market CRASH in stock market history is coming.
Warren Buffett has now dumped stocks for 14 consecutive quarters, the longest selling streak in its history.
In prep…↗
May 3
Midas — HERES HOW TO FIND 10x STOCKS EARLY!
Ever wished you found $SIVE, $AAOI, $AXTI, etc that have run up 100% or more before everyone on X?
Well I’m building a software to automate t…↗
May 3
Serenity — Last year I called out $LITE, $COHR, $AAOI, $AXTI, and Innolight before the supercycle...
This year:
Found $SOI, which was the SiPH substrate = $AXTI.
Then $SIVE, which was th…↗
May 2
Midas — I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
Now I'm building an investing software to find AI bottlenecks like $SIVE, $AXTI, $AAOI, etc bef…↗
May 2
Midas — Buying AI stocks are going to make millionaires but NOT now.
Once the stock market CRASHES.
That's why I'm building an investing software to find 10x AI stocks like $SIVE, $AXTI…↗
May 2
Midas — The largest market CRASH in stock market history is coming.
To prepare for the crash, i’m building a software which helped me find the following 10x stocks early: $NBIS at $20, $…↗
May 2
Midas — The largest stock market CRASH is coming.
In preparation, i’m building a software which helped me find the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16…↗
May 2
Midas — I’m building an app that helped me find $NBIS at $20, $ONDS at $1, $RKLB at $16.
This app will also find AI bottlenecks like: $SIVE, $AXTI, $AAOI, etc.
I have completely autom…↗
May 2
Midas — I called the following 10x stocks:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
Now, I’m building a software to hunt AI bottlenecks like $SIVE, $AXTI, $AAOI, etc.
A completely n…↗
May 2
Midas — I shared all these 10x stocks for FREE:
- $NBIS at $20
- $ONDS at $1
- $ASTS at $20
- $OKLO at $6
and more
I’m building something that will completely revolutionize 10x asymmetri…↗
May 2
InvestmentGuru — The Full Optical AI Industry Chain:
1. IC Design & Manufacturing
(Where the brains are built)
ASIC / xPU / Photonic ICs
→ $NVDA $MRVL $AVGO $LITE $COHR $INTC $AMD $CSCO…↗
May 2
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +487%
2. $AAOI +426%
3. $SNDK +400%
4. $AEHR +361%
5. $BE +234%
6. $VIAV +210%
7. $INTC +170%
8. $LITE +158%
9. $WDC +150%
10. $NVT…↗
May 2
Serenity — @Ishaaaqq To answer that question I’m still holding positions like $AXTI even after 1378% unrealized gains later. https://t.co/yOxz7KGN9a↗
May 1
InvestmentGuru — $AXTI was near single digits and now almost touching $100 .↗
May 1
JC Investing — So you’re telling me I couldn’t just bought $AXTI 1 year ago and be retired right now?… https://t.co/NiVMHQ7gwF↗
May 1
Tradable Astronaut — Happy to see our members winning
$AXTI is up 25% since our last post on X
This is why we do it @AionAnalytics https://t.co/2O5t6Bjtwc↗
May 1
Serenity — Photonics go brrrr
$AXTI +17.34%
$AAOI +12.47%
Hope you listened to my original thesis anon? https://t.co/SCo3h80afN↗
May 1
Frenchie — Ça continue à pousser sur la photonique
J’avais donné pour guidance de ne pas vendre encore de photonique et plutôt renforcer pour bénéficier à long terme du cycle de l’optique…↗
May 1
Gaetano — $COHU What an insane drop off headlines
This is one of my favorite setups.
A headline reaction with a significant drawdown to support
Then a complete reversal when the market re…↗
May 1
Jason Luongo — 8. $AXTI - AXT Inc (Substrates / Wafers)
The company making the indium phosphide wafers that every photonics laser and detector is built on. Record $60M InP backlog. Doubling InP…↗
May 1
Gaetano — So many earnings today!
$LPK $COHU $AXTI $AIXA
I took a position in one of them
Want to take a position in two of them
And I am avoiding one of them
I broke down everything I thi…↗
May 1
Serenity — @vz921 I guess it’s just luck calling out $AAOI, $IQE, $AXTI, $SIVE, $SOI, $AEHR, and others that all went up 3x this year?↗
May 1
Gaetano — $AXTI I listened to the whole call
Some Positives:
> Significant backlog increase >$100m
> Selling globally outside of U.S.
> Can sell to U.S. customers based outside of U.S.
> C…↗
May 1
Raging Capital Ventures — $AXTI is a Chinese-based merchant supplier of critical Indium Phosphide capacity.
Even if they secure the export permits they need, it would be irresponsible for U.S. companies…↗
— Retail short sellers should really not touch $AXTI.
I keep seeing people misunderstand $AXTI as only "InP Substrate" with Sumitomo, over and over but just never made a comment.…
Serenity — @OperationATM Still going through the earnings, will look at $AXTI in a bit.↗
Apr 30
TheValueist — $AXTI (Dow Jones) -- April 30 (Financial News Systems) - AXT reports 1Q revenue of $26.9 million, above FactSet consensus estimates of $26.2 million.
-- 1Q adj gross margin of 29.9…↗
Apr 30
Gaetano — My focus this week is earnings
$GLW $SANM $VIAV $AXTI $COHU etc.
While there are a handful of new ideas I want to explore, I'll save that for the weekend
This week it's all about…↗
Gaetano — Question for my $AXTI bulls out there...
What do you think happens tomorrow with earnings?
And what do you care most about?↗
Apr 30
InvestmentGuru — Photonics & Semiconductors: The Quiet Kings of This Market
The rotation is happening in plain sight. While macro noise dominates headlines, photonics and semiconductor names are qu…↗
Apr 30
Serenity — I am now long MSSCorps (6830) ~$1.4B MC
This appears to be a functional monopoly in CPO for inspection.
But markets might have conflated that with Material/Failure Analysis with…↗
Apr 28
Serenity — This is true.
A few of bank analysts got passive aggressive when I called out $SOI back at $40 and it rose 125% since then.
Same with $SIVE and it’s risen a few hundred percent (…↗
Apr 28
Michael | Hypermarkets — In 2 years, LITE ripped from $50 to $900 up 1800%
But, LITE was losing $100,000,000+ per quarter (see financials)
Here's 3 stocks with the exact same set-up to make 1000%-2000%…↗
Apr 28
Daniel Koss — @ParadisLabs @joinautopilot @OpenAI @claudeai @GeminiApp Nice, I like all of those! Just staying out of stuff like $AEHR $AAOI and $AXTI because I personally don't understand it we…↗
Apr 28
Gaetano — How I weight my optics portfolio
$LITE $COHR $AAOI $AXTI $POET
I get asked often about my port
And also what ETF is best for optics exposure
So I created a MOCK ETF that reflect…↗
Apr 27
Serenity — @HS91302778 They're all different parts of the supply chains. $AXTI makes the materials needed for anything to do with photonics. I still have my AXT positions.
Packaging layer p…↗
Apr 27
BULL OF BRITAIN — To all the recent $POET investors. I hope you all take a read of this spicy post $AXTI.
We'll see who the real gamers are on the 30th.
Game on.↗
Apr 27
Michael | Hypermarkets — CHEATSHEAT and price targets for PHOTONICS STOCKS:
Here’s the full stack + WHY each matters + price targets 1 year from now:
1. MATERIALS & WAFERS
$AXTI — Enables indium phosp…↗
Apr 26
Midas — Just like Serenity called many 10x stocks early like $SIVE, $AXTI, etc
I called:
- $NBIS at $20
- $ONDS at $1
- $ASTS at $20
- $RKLB at $16
- $OKLO at $6
and more
I will becom…↗
Apr 26
Midas — I shared all these 10x stocks for FREE:
- $NBIS at $20
- $ONDS at $1
- $ASTS at $20
- $RKLB at $16
- $OKLO at $6
and more
I’m now hunting new asymmetric 10x stocks which will be…↗
Apr 26
Midas — I called the following 10x stocks:
- $NBIS at $20
- $ONDS at $1
- $ASTS at $20
Now, I’m hunting AI bottlenecks like $SIVE, $AXTI, $AAOI, etc.
Again, I’ll be sharing these plays…↗
Apr 26
BULL OF BRITAIN — @crux_capital_ $AXTI the big short 2. My contrarian take.↗
Apr 26
Gaetano — We've got ALOT of Photonics earnings this week...
Monday - $SANM
Tuesday - $GLW
Wednesday - $VIAV $FORM
Thursday - $LPK $AXTI $AIXA $COHU
There is going to be lots of money to…↗
Serenity — It's highly nuanced, and I'll explain why it's not late, but late to some:
Photonics is the newest supercycle (maybe H1 into H2 2025 was the start).
Then there's many different…↗
Apr 25
Serenity — Two most viral stories on $RDDT:
1. Turning $252K -> $7.7M with $AMD
2. Turning $167K -> $2.2M with $RKLB.
These stores are likely true, since it's possible to find these niche…↗
Apr 25
Shay Boloor — THE SUPER BOWL OF EARNINGS IS NEXT WEEK
• Monday | $AMKR, $CDNS
• Tuesday | $HOOD, $SPOT, $GLW, $BE, $ENPH
• Wednesday | $AMZN, $MSFT, $META, $GOOGL, $QCOM, $SOFI, $LMND, $KLAC,…↗
Apr 24
Serenity — Did you listen anon?
The fact that $SIVE is up 600%+.
But still can 10x from here in a year... once ~ $AAPL, $JBL, and $MRVL require mass production of their lasers in 2027.
Is…↗
Apr 24
Serenity — @offermemoneyXYZ Yeah, I was down a bit on $AXTI but glad it’s back at 1057% gains… https://t.co/VU9achD3MW↗
Apr 23
Tradable Astronaut — $30M in calls at $63. $5.61M in puts sold on the dip.
Models 89% up. OI never unwound.
The story hasn't changed.
Are you watching $AXTI here or something else? https://t.co/AnJ…↗
Apr 23
Tradable Astronaut — Been long shares since the mid to high $50s.
Buying supports & selling pops along the way.
Today I tested the options on the dip.
Picked up $AXTI $90 calls 5/15.
As I want…↗
Apr 23
Tradable Astronaut — April 15th.
$AXTI trading at $63-66.
$30M+ in $105 August calls hit the tape.
OI went from 745 to 30,129.
They were loading and holding the entire way up. https://t.co/BhEBD…↗
Apr 23
Tradable Astronaut — $AXTI dropped 15% today.
Someone bought $30M in $105 calls when this was at $63.
Here's the full story. 🧵↗
Apr 23
Serenity — @halldj00 There's stuff I trade, and stuff I invest in.
I haven't sold a single $SIVE share since I bought it last month. I expect this to be the next $LITE if they play their car…↗
Apr 23
Serenity — There's a reason I spotlight EU small caps.
This my investment thesis that I haven't publicly stated yet.
And I hope people spend the time to read:
From $ALRIB (quantum/MBE), $L…↗
Apr 22
TheValueist — $AXTI pre-released, and the stock offering is complete. The news is out. If China restricts them completely, then potential incremental pain.
--------------
Dilution Concerns Weigh…↗
Apr 22
Serenity — Bro everyone was doubting me on names like $IQE.
Yet how come… all these institutions from UBS or Point72 buy in after my thesis posts?
Not sure if Swedish media bearposting $SIV…↗
Apr 22
Serenity — @ThatIsIt11 These are chokepoints over multiple year supercycles not bottlenecks.
$AXTI, $SNDK fit the definition of a bottleneck.
But stuff like glass core or dfb lasers should…↗
Apr 22
InvestmentGuru — $AXTI — AXT Inc. is the picks-and-shovels play at the very foundation of the photonics supply chain. They grow the compound semiconductor substrates — Indium Phosphide (InP), Galli…↗
Apr 22
Serenity — I’m genuinely impressed one of you copy traded your way into managing a hedge fund.
But please don’t blindly copy stuff I talk about like $AXTI or $LPK.
That’s the main reason I…↗
Apr 21
Trade Whisperer — $LITE $GLW $COHR $AAOI $AXTI https://t.co/QgmilVpzIJ (ELASER)
The global AI optical transceiver market is projected to reach US$26 billion in 2026, up from US$16.5 billion in 2025…↗
Apr 21
InvestmentGuru — $AXTI offering today down AH https://t.co/l97IIVtojB↗
Apr 20
Raging Capital Ventures — $AXTI raising USD in U.S. capital markets to build out critical Indium Phosphide wafer capacity in China that is subject to Chinese export rules. How is that kosher? @realDonaldT…↗
Serenity — @itsmaimir I was posting about $AAOI $30 -> $65 -> $80. It's now $150.
Same thing with $AXTI, if you asked me three months ago, all 5 names would be different. AXT is now $82 from…↗
Apr 19
Serenity — Frontrunning 1.6T/CPO within the broader photonics supercycle is the most compelling investment to me.
I have high conviction in that statement.
Which is why I'm long the entire…↗
Apr 19
Serenity — Wow, majority of these 30 stocks I’ve liked are up a lot in just two weeks (just a recap to new folks)
By the way, my long term opinion doesn’t change on any of them from $MRVL, $…↗
Apr 19
Gaetano — Photonics is a stack!
$AXTI $AIXA $TSEM $AEHR $LITE $GLW
Here is a clean map of the sector.
Please bookmark & share!
A laser, a photonic chip, a finished module, and a deployed…↗
Apr 19
InvestmentGuru — $AXTI — AXT Inc:
The Indium Phosphide Chokepoint Nobody Can Replace
Refined indium gets combined with phosphorus to create Indium Phosphide — the material used to make high-perfor…↗
Serenity — @itsakek I’m not first to Enplas or stuff like Win Semi, so not going to do a did you listen anon? Type post.
If my thesis is originally unique like $RPI or $AXTI I’m going to vic…↗
Apr 19
Serenity — It’s still funny that there’s so many:
“If you invested $10K into ____ you would have ____ today!”
Then they’re all the stocks I was the original thesis poster on from $AXTI to $…↗
Apr 19
Serenity — @crux_capital_ It’s supply chain mapping off confirmed agreements.
$GOOGL won’t go out and randomly say in a press releases their upstream substrate provider is $AXTI.
I use wor…↗
Apr 18
Trade Whisperer — AMA is open again. Ask Me Anything!
21 years in HBM, DRAM & NAND. Graduate research in Silicon Photonics (Micro Plasma) & Lasers.
Semiconductors, advanced packaging, opti…↗
Apr 18
Black Panther Capital — the simplest institutional edge you can steal as a retail investor:
follow the supply chain, not the stock price.
most retail investors watch $NVDA go up and ask: what other AI s…↗
Apr 18
Frenchie — @HolySmokas I would add slowly an exposure to photonic
$AXTI
$AAOI
$COHR
$LITE↗
Apr 18
Gaetano — This is my most viewed post ever!
$AXTI $LITE $COHR $POET $AEHR
I think it did a good job for anyone interested in the Photonics sector of laying out all the different layers that…↗
Apr 17
Serenity — Genuinely thanks for nice comments.
I share my ideas for free in the end though since I want to help out the retail community.
$TSEM hit triple digit return... so that's 16 diffe…↗
Apr 17
BULL OF BRITAIN — @ShowerCapAM @mineralstocks You have seen $AXTI balance sheet ye?↗
Apr 17
BULL OF BRITAIN — @ShowerCapAM @mineralstocks Didn't stop $AXTI and $SNDK↗
Apr 17
Serenity — $HPS.A is up 21% since my thesis 2 weeks ago.
Unfortunately, not everything can go up 100% every 2 weeks like $AXTI?
If the transformers bottleneck is that extreme for multiple y…↗
Apr 17
Serenity — Holy crap $SOI.
$AXTI went up 30% yesterday too.
Substrates to brrr? https://t.co/nK6o6BKNrl↗
Apr 17
KawzInvests 🦑 — $AAOI just announced its Houston footprint is expanding to 900,000 sq ft with InP laser fab capacity growing ~350% by end of 2027.
InP lasers are the physical bottleneck of the en…↗
Apr 17
Gaetano — If you want a pulse check on the optics trade
$Lite $aehr $mrvl $poet $axti
Read here!↗
Apr 17
AlmaCap — $LPK, why am I excited?
You don't need to go to China to get glass mate...
> Glass core substrates are the future of semiconductor packaging. Intel, Samsung, Absolics, TSMC. They…↗
Apr 16
Serenity — @45daysignals Fun fact I got banned on WSB subreddit after $AXTI went from $12 to $80+ because Mods got mad it kept going up and played out correctly.
Names like $RPI got endless…↗
Apr 16
Serenity — Glad to hear it!
I've went long and wrote thesis posts on about out 15 different stocks that hit 100-1000%+ YTD?
1. $AXTI
2. $AAOI
3. $SIVEF
4. $LITE
5. $IQE
6. $AEHR
7. $CRCL
8…↗
Apr 16
InvestmentGuru — $AXTI impressive run https://t.co/TFXd2gvTse↗
Apr 16
BULL OF BRITAIN — $AXTI - Is no one else scared shitless of the ER call soon?
The two-tier pricing system of Gallium and Geranium means that Chinese buyers are paying $245/kg for the exact same gal…↗
Apr 16
InvestmentGuru — Photonics and Space bouncing today
$AAOI
$COHR
$LITE
$LWLG
$POET
$AXTI
$AEHR
$SATL
$RKLB
$ASTS
$SIDU
$SPIR↗
Apr 16
Serenity — @RayBraha I don’t need to? I’m just curious how high $AXTI can go and I want to see how my thesis play out.↗
Apr 16
Serenity — It’s just that the world wanted me to reach 1000% unrealized gains on $AXTI.
My most legendary thesis to date. https://t.co/WR6Fq1Vyez↗
Apr 16
Frenchie — Comment faire x10 en bourse :
Achetez des actions de photonique
ATH cette semaine sur :
> $SOI
> $COHR
> $IQE
> $AAOI
> $AXTI https://t.co/VZTagzayUK↗
BULL OF BRITAIN — @ParadisLabs Talk about sizing please. When you have 15 names like $AXTI $IQE $AAOI $LITE etc that all have 3-5x upside. How do you bid the sector when literally anything is winnin…↗
Apr 16
Serenity — @Investmnt_Eagle I’m just sitting on a small 720% unrealized gain on $AXTI.
Wanted 1000% so just holding personally. We’ll see how the shareholder vote turns out https://t.co/k5F…↗
Apr 16
Serenity — My $IQE call… might actually outperform my legendary $AXTI thesis soon?
It’s only been 2 months:
Now it's up over +316% after institutions started publicly buying… and keeps goin…↗
Apr 16
Trade Whisperer — $LITE $GLW $COHR $TSM $ASX $AXTI $AAOI
“Scale up focused optical technologies, protocols, and switch architectures are foundational to building scalable, multi-rack, high performa…↗
Apr 16
Trade Whisperer — $LITE $GLW $AAOI $COHR $AXTI $TSM $ASX
Tech titans have formed the Optical Compute Interconnect Multi-Source Agreement (OCI MSA) to develop an open, standardized specification for…↗
Apr 15
InvestmentGuru — Photonics names took a breather today, consolidating while the broader market ripped — with key players like $AAOI, $COHR, $LITE, $AXTI, $AEHR, and $OPTX in the red; looks more lik…↗
Apr 15
BULL OF BRITAIN — @BobbaPaddop Yeah agree. I personally think if $AXTI do not blowout on ER - the bottleneck thesis gets destroyed overnight↗
Apr 15
Tradable Astronaut — $AXTI Blowing up the $105's for August https://t.co/5F3roWU1UI↗
Apr 15
InvestmentGuru — The AI supply chain is still the hottest sector in the market
From optics to semis to testing — capital is flowing across the entire stack-
$AAOI $AXTI $OPTX $SNDK
$LWLG $AE…↗
Apr 14
Serenity — @Jornka329996 Oh it was Nippon Chemical Industries at $169m, if you take down that company it disrupts the entire AI buildout with photonics.
Since its the #1 supplier of red phos…↗
Apr 14
BULL OF BRITAIN — What I'm looking for in the upcoming earnings season of AI/Photonics/Space/Cloud servicing
$ASML - Apr 15: Do orders confirm the AI capex cycle is accelerating or decelerating
$T…↗
Apr 14
AlmaCap — AI chip packaging is confusing, here's another diagram to help
Two types of die live inside the same next-generation package:
- Logic die (GPU/ASIC): the compute engine, performs…↗
Apr 14
Black Panther Capital — A material most investors have never heard of is quietly becoming the single most IMPORTANT chokepoint in the entire AI infrastructure stack.
It’s called indium phosphide. And rig…↗
Apr 14
InvestmentGuru — $PLAB is the most under-the-radar, fundamentally sound name in the photonics/semiconductor supply chain. It’s not a momentum screamer like $AAOI or $AXTI — it’s a steady, cash-gene…↗
Apr 14
Serenity — @Kelvinccccccccc Maybe because nobody knew about it? I was one of the first people to point out $AXTI in relation to photonics bottlenecks.
And NCI is an even more the niche upst…↗
Apr 14
Serenity — @Kelvinccccccccc $AXTI does rely on companies like NCI, so China's AI supply chains would actually get bottlenecked by Japan.
So I hope Japan export controls China back on high pu…↗
Apr 14
Serenity — A Guide by Serenity:
How to Cripple the Western Hyperscaler buildout with just $170m.
Just take over Nippon Chemical (4092) with $169m!
For InP substrates, you need: Indium and…↗
Apr 13
Serenity — They’re still there.
It’s just hard to say anything….
When all my recent thesis posts from $HPS.A, $IQE, $AXTI, $SIVE, $AAOI, $LITE, $NBIS, Win, Shunsin, $AEHR, $TSEM, $SOI, and…↗
Apr 13
BULL OF BRITAIN — @DVLT146025 No idea. What would you guess? Because most Photonic names are being priced years down the line.
Example being $AXTI, $AAOI etc.
So as long as the news of the future…↗
Apr 13
PhotonBull — Want to highlight this point here for $ALMU
$AXTI should probably trade down on this news and the dilution concerns, but I am not going to touch it.
Being able to disrupt $AXTI,…↗
Apr 13
AlmaCap — @PhotonBull It will rerate now following the $TSEM partnership, this is an $AXTI killer if they deliver↗
Apr 13
Serenity — @Blinklebloop TAM projections are all way off for photonics and chokepoints/bottlenecks.
The equivalent of analysts saying $AXTI InP substrate TAM is $125m.↗
Apr 13
AlmaCap — $ALMU, up 37% today following TSEM and Sumitomo partnership signals it could be the $AXTI killer https://t.co/yWO0mTXhAf↗
Apr 13
AlmaCap — I found $ALMU several months back when looking at $AXTI and thinking to myself "this is not good enough" we cannot be this dependent on China.↗
Apr 13
AlmaCap — $ALMU just secured $4M+ in contracts for quantum materials and lasers from NASA, US Navy and DARPA.
Their platform grows compound semiconductors on standard silicon wafers — the sa…↗
Apr 12
Black Panther Capital — Wall Street talks about the hyperscalers: $AMZN, $GOOG, $META, $MSFT. That is where the headlines are.
But the money flows through the supply chain. Capex is tracking above $1 tri…↗
Apr 12
InvestmentGuru — PHOTONICS / OPTICAL STACK — THE FULL VALUE CHAIN
“The layer below the chips” — AI’s real bottleneck
Layer 1 — Materials
Foundation of everything (InP, fiber, wafers)
$AXTI $GLW $…↗
Apr 12
Serenity — @LeaderInvests Point 72 and other institutions would not be buying at ATHs if the thesis were not fundamentally sound.
Everyone wants to find the next 10x, and when I finally poin…↗
Apr 12
InvestmentGuru — 10 Stocks That Have Nearly DOUBLED in 2026 YTD. While the market bleeds, these names are printing
$SNDK
Pure-play NAND flash powerhouse spun off from Western Digital. Revenue up…↗
Apr 12
Black Panther Capital — $AAOI, $COHR, $LITE have already run 150-250% and trade at extreme multiples.
The UPSTREAM play is where the undiscovered leverage sits.
Here is what most people are missing in t…↗
Apr 12
Frenchie — Je vous présente @ParadisLabs la star montante du trading
Manager de hedge fund depuis 10 ans, spécialiste des thématiques de niches comme l'IA.
Paradis a un track record de furi…↗
Apr 11
PhotonBull — Almost forgot about this but me and @KawzInvests were actually looking at this one a while ago at the end of February.
We had looked at $ALMU before as a solution to the $AXTI bot…↗
Apr 11
Shay Boloor — The AI Inference boom is now driving demand across the full compute stack from silicon & memory to optics, power, packaging & cloud:
• AI Silicon: $NVDA, $AMD, $AVGO, $INTC
• Foun…↗
Apr 11
Serenity — Holy ****, I really hope Ajinomoto doesn’t give into these activist shareholders.
WSJ finally broke older news that:
“Palliser Takes Stake in Ajinomoto, Urges 30%+ ABF Price Inc…↗
Apr 11
InvestmentGuru — PHOTONICS — THE MOMENTUM TRADE SMART MONEY IS ROTATING INTO
Institutional capital is quietly flowing into optical networking.
This isn’t hype — it’s AI infrastructure.
Why photon…↗
Apr 10
Serenity — I feel like I've called out the most triple digit stock returns YTD...
Out of anyone in history? Hence why I have 150k+ followers now!
In just a short timeframe:
$AXTI -> 5x+
$…↗
Apr 10
BULL OF BRITAIN — @AtlasShrug1 I've just started to look into if, if you compare these news templates with how $AXTI reacted and $EQR.AX you could assume something equal to this might move it up↗
Apr 10
BULL OF BRITAIN — https://t.co/2nvHQA88ON
To anyone holding $AXTI - Can you give me your read on this news and tell me why you think China are not going to do the same to $AXTI permits, genuinely.↗
Apr 10
Jason Luongo — Nvidia invested $6B into photonics in March alone.
The AI bottleneck isn't chips. It's moving data
between them.
10 photonics stocks I'm watching:
$AAOI - Applied Optoelectronic…↗
Apr 10
KaizenInvestor — As I'm 20% cash, I'm going to do some extra research this weekend.
Companies I’m going to look into this weekend:
$ALAB
$CRDO
$VRT
$GEV
$NEE
$BWXT
$VIAV
$AXTI
$SPIR
$DRAM
$A…↗
Apr 10
InvestmentGuru — Follow the money — smart flow is rotating into next-gen tech infrastructure
$AAOI
→ Massive momentum on AI/data center demand + 800G transceivers
→ Recently saw explosive upside…↗
Apr 10
Frenchie — 🚨 La photonique en Bull-run complet
La demande explose tellement sur l'ensemble du secteur, les fabricants sont complètement saturés sur 2026, 2027 et probablement même 2028.
C…↗
Apr 10
Serenity — I cooked pretty hard finding $IQE? Another massive triple digit gain.
Up 23%+ today.
I said earlier that next $AXTI 10x would be either $AAOI, $IQE, or $SIVE.
We'll see which…↗
Apr 10
Serenity — @frsinvesting Yeah.. my $AXTI positions are up 770% so can’t believe $SOI was underperforming by so much https://t.co/9cqcOnwnYg↗
Apr 10
Serenity — Sorry everyone, Soitec ( $SOI ) is only up 39.28% since last month.
Unfortunately, they were an underperformer in my photonics basket.
Not everything can go up triple digits eve…↗
Apr 10
Serenity — @0xInitialAce How many more triple digit stocks do you need to escape the underclass?
Feels like $AAOI 4x, $AXTI 5x, $AEHR 2x, $IQE 2x, $LITE 2x, and others should be enough?↗
Apr 9
Serenity — @Ud197601 @KRock1287 Yep, mods don’t like $AXTI going up in price and people actually making profits.
Should have seen the first time when I posted $RKLB sub $24 and those posts k…↗
Apr 9
Serenity — @KRock1287 Got banned from the subreddit after posting about $AXTI so a little salty.
Mods didn’t like it when a stock goes from $15 to $70 and retail actually makes money. But t…↗
Serenity — @broadway2023 I’m waiting to see what happens on the 14th with $AXTI↗
Apr 8
Serenity — Getting tired of 100K+ follower accounts that who charge $2,000+ a year just to see their stock picks…
That then get frustrated over someone who shares names from $AAOI to $AXTI f…↗
Apr 7
BULL OF BRITAIN — @dean_drago Because this is a post about $AXTI↗
Apr 7
TheValueist — Added $AXTI 1/21/28 call diagonals. Wanted to capture some of this elevated IV. https://t.co/hhwBbPWjW5↗
Apr 7
Serenity — Everyone on X kept talking about CS 153 Frontier Systems...
Some folks wanted me to come so stopped by Stanford.
Maybe ask Jensen about $SIVE and $AXTI later. Anyone have quest…↗
Apr 7
InvestmentGuru — Photonics are good
$AAOI
$LWLG
$LITE
$COHR
$AXTI↗
Apr 7
BULL OF BRITAIN — $AXTI Short report: Permits denied. Bottleneck debunked. Insiders gone. Shareholders next.
LESSON: JUST BECAUSE SOMETHING GOES UP. DOES NOT MAKE YOU RIGHT
On the 24th of March $A…↗
Apr 7
Serenity — @Andres17G $AXTI is still a massive massive massive bottleneck for inp substrates and especially the refining/precursors needed to make them.
Main issue is 14th shareholder vote o…↗
Apr 7
Serenity — @degenlurker_ $AXTI is a bottleneck.
$TSEM not yet so far, but I'd expect it to be maxed out on capacity next year or two.
$SIVE upcoming with CW lasers.
$COHR does way too much,…↗
Apr 7
BULL OF BRITAIN — $EQR.AX ending the day up 9%.
Hopefully the recent mindshare behind the whole #Tungsten narrative is here to stay.
Unlike positions such as $AXTI, the increase in attention feel…↗
CK Capital — The AI trade is not just about chips.
Every single GPU $NVDA sells needs to talk to thousands of other GPUs at speeds copper cables physically cannot handle. Without solving that…↗
Apr 6
Serenity — @LeaderInvests That’s called being predatory, especially with the share issuance size. I’m dumping every $AXTI position I have if it passes.↗
Apr 6
Serenity — @BitcoinAIGuy There’s a difference between raising capital like $100m from Northland.
Then getting your equity wiped out by doubling the float with $AXTI or $IREN.
At least with…↗
Apr 6
Serenity — If you’re curious about $AXTI:
It’s down 21% on the new potential dilution news.
Board wanted to add 50M more shares (up to $2B worth to dilute) for shareholders vote in the 14th…↗
Apr 6
BULL OF BRITAIN — Made a few predictions and price targets 2 weeks ago for 2026.
Current standings
$AAOI $110
$AXTI Down 44% from ATH (most hilarious prediction)
$LITE $772
$NBIS - $112
$ASTS - $9…↗
Apr 6
Jason's Chips — what do you call the opposite of topblasting? $AXTI https://t.co/pt0pDVQzHo↗
Apr 6
PhotonBull — Incredible run so far
$LITE $AAOI $AXTI $AEHR $COHR↗
Apr 6
CK Capital — The photonics sector has been the greatest trade most investors have never heard of.
Here are the one year returns of some of my favorite socks from the sector and their role in p…↗
Apr 6
Trade Whisperer — You just dropped your entire IRA and 401k into $LITE $COHR $AAOI $AXTI $GLW $TSEM $FN
This is what your broker's "research" promised 🤣 https://t.co/aO4ViOTNEL↗
Serenity — Oh... who could have thought Tungsten would be important back in January?
"Tungsten Price Soars 557% Amid War in Middle East"
Certainly not companies like $ALM up 75% this past 3…↗
Apr 3
Serenity — @veggiepoultry @roundhill Bro @roundhill did me dirty adding $AXTI and $AAOI to that meme basket.
But I think it will outperform with those new additions lol.↗
Apr 3
Serenity — I got cited by Bezinga today after I made fun of Jim Cramer.
They included my quote: “Thanks for saving $MSFT Jim”.
But in the title they called me a Meme Trader…
I didn’t know…↗
Apr 3
Michael Sikand 🦑 — It's happening.
Tungsten is the next 1000% chokepoint like $AXTI.
WF6 shortages now hitting semiconductors after Japan's supply restrictions.
Combine this with munitions depleti…↗
Apr 3
Serenity — @Antrunt I mapped a ton of supply chain vulnerabilities here and there. I think it's better not to share some since it would just spotlight national security risks.
Decided to ha…↗
Apr 3
Serenity — @GMGoz1x Glad to hear the positive feedback!
Yeah I was in the crypto market around 2016-2018, so any +20% -20% volatility now with $AXTI or $AAOI feels like nothing. So it's def…↗
Apr 3
Serenity — @kevstern1 Because I was doing just as well even before I joined X?
Keep seeing people try and diminish recent longs like $AXTI, $LITE, or $TSEM due to algorithms and platforms.…↗
Apr 3
Serenity — I just realized… hit 5,118.02% returns last week.
5000%+ not too bad in <2 years?
Hard to keep up with $5 footlong sandwich inflation even after front running:
-> $MSTR for halv…↗
Apr 3
Serenity — @Antonzeehow $AXTI I announced last year.
These are new!↗
Apr 2
Serenity — @americangeomap $AXTI has a stranglehold over the entire industry.
If it decides to weaponize that, don’t think any pick can beat AXT returns↗
Serenity — Lightcounting: "This is not a typo"
Optical interconnects has a reasonable chance to reach $100B+ by 2030 from ~$19B (2025).
If you're looking for my favorite names:
Compounders…↗
Apr 2
Serenity — Okay chat. I'm curious what your thoughts are on the next 1350%+ 1Y return $SNDK or 2918% 1Y return $AXTI.
If you have to choose 1 very high conviction, hyperbolic growth stock..…↗
Apr 1
Michael Sikand 🦑 — @JustSt0cks I don't exclusively buy MC's. Though I focus on small caps.
Would you be angry if you caught the second 1000% in a chokepoint stock like $AXTI, but it was up 1K% alrea…↗
Apr 1
Gaetano — Not sure where this one goes $AXTI
But the first level I would personally potentially be interested is around $32
Would like $24 more
NFA https://t.co/DWCRSKKDS9↗
Apr 1
Serenity — Why do I have my own hate watch community now?
Stock like $AXTI climbs 400% in the past 4 months.
-> Corrects by 14%.
Salty commenter months later: "Get cooked" https://t.co/…↗
Serenity — @Mr_Drone Victory lapping all the haters who said my $AXTI or $SIVE thesis was wrong↗
Apr 1
Serenity — @ryansfinance $IQE probably has most binary upside at these levels and legitimately could 5-10x upon successful restructuring and conversion toward InP AI segments.
$POET has pre…↗
Apr 1
Serenity — Something that markets are finally starting to realize:
Downstream: $NVDA invested $2B into $MRVL Celestial CPO program:
$POET (Celestial’s Interposers): To ship 30,000 optical e…↗
— Bruh wtf... Everyone was doubting me on $RPI, calling it a "Meme Stock"???
I literally projected 48-55% forward revenue growth and backed it up with fundamentals.
While all the…
Serenity — @HeLiuLeo Yep, I spent a lot of time making this on the chart.
Chokepoint 1: $VNP is probably the closest you get to $AXTI in the West for one chokepoint, but nothing to the same…↗
Mar 31
Serenity — @javedmati If Marin Shkreli joined the board of $AXTI, I think it could be a $10B+ company. Otherwise, it's fairly valued I think around these levels, but I'm personally holding.…↗
Mar 31
Serenity — @ParadisLabs I couldn't have been the only one thinking about it... right?
Analogies like these help regulars understand $AXTI more since it's very nuanced.
There's just tons of…↗
Mar 31
Serenity — Introducing the Strait of $AXTI:
20% of the world's total global oil supply passes through the Strait of Hormuz.
It is the single most critical chokepoint in the global energy t…↗
Mar 31
InvestmentGuru — PHOTONICS stocks are under pressure — but this looks more like a healthy reset than a breakdown. After massive runs in names like $LITE, $COHR, $AXTI, and $AAOI, profit-taking was…↗
Mar 31
Serenity — @RonDeSantis Hi Ron, so there's two different parts to it:
1. Hyperscalers ( $ORCL, $META, $AMZN): They're spending more than they have with profit ( $GOOGL is the rare exception,…↗
Mar 30
Serenity — @AntonisProtop You must be new here with $AXTI if you haven’t experienced 15-25% daily drawdowns↗
Mar 30
Serenity — There’s clearly some market outperformers despite index’s and mega caps from $META / $MSFT crashing.
This probably signals institutions rotation or an extremely strong up and comi…↗
Mar 30
Serenity — I think I nailed the institutional bottleneck rotation.
-> Caught the tail end of memory name rise with $SNDK, Samsung, SK Hynix, $MU
-> Frontran institutions with photonics with…↗
Mar 29
Serenity — Personalized AI medicine will likely be huge.
Nobody wants to die early.
Combining $HIMS to $TEM has immense potential.
Here's just one example with Gitlab's CEO:
> In 2023…↗
Mar 29
Serenity — @HuskerCubbieFan Glad it’s helpful. When I say $SIVE reminds me of $LITE, this is kinda what I’m thinking about in the back of my mind.
I also saw people try to model finite or st…↗
Mar 29
Serenity — Can't $SIVE just pull a $LITE and TAM expansion down the ELS stack?
I'm getting early stage $LITE flashbacks (Oclaro, NeoPhotonics, Cloud Light)...
Here's my thesis/idea:
on h…↗
Mar 28
Serenity — Faster compounds:
$AAOI - 10x revenue ramp from optical transcivers h2 2027
$NBIS - 10x revenue ramp Q4 2026
$ARM - 5x revenue growth from their new AI CPU
$MRVL - 2-3x revenue gr…↗
Mar 28
InvestmentGuru — The Photonics and Optical sector— Full Breakdown -
Light. Speed. Fiber. Lasers.
Infrastructure layer-
$CIEN — High-speed optical networking equipment
$GLW — The fiber optic ca…↗
Mar 28
InvestmentGuru — PHOTONICS SECTOR SHOWING STRENGTH in this market
While the broader market bleeds ( $SPX -1.67%, $NDX -1.85%), the optical/photonics names are quietly holding green -
Here’s who’…↗
Mar 28
Serenity — My portfolio has drawdowns from Macro as well.
YTD is now 527%.
After the index crashed -7%.
- $AAOI “crashed” from $30 -> $100 -> $96…
- $LITE “crashed” from $330-> $800 -> $7…↗
Mar 28
Serenity — Great callout on $HIMX and now down -31.54% (accelerated by macro).
This is a good lesson around chokepoints.
They missed two things on this "Meme Stock":
- Chokepoints can be…↗
Mar 27
Wayne Liang — Daily PD on $AXTI was confirmed. Not a bad dip to DCA on. Weekly looks like it stair-stepping quite well. https://t.co/PyyfihoTsv↗
Mar 27
Serenity — This is why you need to have conviction before entering a trade.
If you knew $SIVE positioning in the CW laser space to Jabil, $MRVL Celestial, and others for CPO.
$250M MC as t…↗
Mar 27
InvestmentGuru — Photonics — Watch for Opportunity on Pullbacks . The photonics and optical space continues to be one of the most important themes tied to AI data centers, bandwidth demand, and nex…↗
Mar 27
Serenity — @Blinklebloop Agreed $SOI has arguably one of the strongest positions out of everything.
$SIVE and $AAOI were the hypergrowth rocket ships following $AXTI for me. Lot of debate ar…↗
Mar 27
Serenity — @MindQuest42 @Jornka329996 For $AXTI it was around $750m after Northland put in $100m after my thesis.↗
Mar 27
Serenity — This crash today is a good reason why it's good to stay invested.
-> $AAOI is still up 233%?
-> $IQE is still up ~100%?
-> $SIVE is still up 100%+?
-> $LITE is still up ~88%?
-> $…↗
Mar 27
InvestmentGuru — Photonics names took a heavy hit today — sharp selloff across the board:
$LITE -11%
$COHR -10%
$AAOI -14%
$AXTI -13%
No major fundamental change — this looks like pure profit tak…↗
Mar 26
BULL OF BRITAIN — Shoutout the comments in my last post. You really showed me. $AXTI $SIVE $P40 https://t.co/zl4InXCmRe↗
Mar 26
Serenity — @Lee_Trades Yep, they’re all really volatile.
My $AXTI positions are now only up 724% instead of hitting 1000% sadly, for example.
Stocks don’t move in a straight line up.
But…↗
Mar 26
Serenity — Photonics are not having a fun time.
Laser Companies from:
$LITE, $SIVE, $COHR, $MTSI, $AAOI all down.
Substrate, Foundries, and Epiwafer from:
$IQE, $AXTI, $SOI, $TSEM all down.…↗
Mar 26
InvestmentGuru — Bookmark this post. Photonics can do better in this market in long term.
My favourite
$AAOI $LWLG $POET $SIVEF $TSEM
$AXTI $COHR $LITE $MRVL↗
Mar 26
Serenity — @Alex__0x0 Yeah, everything from $AAOI, $LITE, $MTSI, $TSEM, $COHR, $AXTI, $SIVE, $IQE, Landmark, and others have been strongly outperforming!.
Sometimes you forget the index is…↗
Frenchie — Je prend mes premiers profits sur la photonique
Notamment sur les mid/small caps comme $AAOI , $IQE, $AXTI
Je pense que le marché est toujours haussier à moyen terme mais le nar…↗
Mar 26
Serenity — @LeafsIn4 I’m teaching retail how to frontrun institutions by spotting architectural changes in AI with $AXTI and others.
Then picking the winners in the supply chains.
It tends…↗
Mar 26
Serenity — I’m curious…
With $AXTI, $IQE, or $SIVE.
And the many other photonics winners I’ve longed like $LITE that returned 100-1000% over the past few months.
When is it time for the s…↗
Mar 26
InvestmentGuru — Photonics: The Missing Layer Powering the AI Boom
Photonics — using light instead of electricity — is emerging as the solution.
Photonics Ecosystem
1️⃣ Silicon Photonics & Opti…↗
Mar 25
BULL OF BRITAIN — It appears micro-cap stocks are now the new memecoins. What the absolute fuck is this market anymore man. This is such a shitshow
$AXTI $SIVE $P4O $IQE↗
Mar 25
Serenity — TFW institutions realize how important $SIVE is in the CW/EML laser bottleneck.
But have no positions…
Sivers is up 220%+ so far, but I expect this to be my next personal 10x li…↗
Mar 25
InvestmentGuru — Photonics: Leaders + Asymmetric Upside Plays
$COHR – AI Infrastructure Through Light
Core player in lasers + optical components powering hyperscale AI data centers.
$LITE – The…↗
Mar 25
Serenity — $SIVE is literally one of the only pure play public exposure to the (CW/EML) optical laser bottlenecks in the world.
$LITE - $55B+
$COHR - $53B+
$MTSI - $17.8B+
$AAOI - $8.8B
$…↗
Mar 25
Serenity — $SIVE has gotta be the highest upside stock I’ve seen in this market since $AXTI?
No way markets missed the CW laser light source for Jabil, Marvell (Celestial via $POET), O-Net,…↗
Mar 25
Serenity — @HeLiuLeo How much is someone willing to pay for it? And when will there be more supply?
If you're like memory companies where you're already printing $300B+ in operating income..…↗
Mar 25
Serenity — @PhotonCap lol I’m glad the toilet paper and Taco Bell $AXTI analogy resonated with so many people↗
Mar 25
Serenity — I keep this all over X:
Stop trying to model bottlenecks with traditional metrics like P/S or P/E…
For $AXTI:
It’s like you found a restroom after eating 20 Tacos with Pinto Bea…↗
InvestmentGuru — $COHR +6.77
$AAOI +18.94
$LITE + 10%
$TSEM +5
$AXTI +6.31
Photonics is quietly becoming one of the strongest sectors in the market right now. While everyone is focused on AI sof…↗
Mar 24
BULL OF BRITAIN — @anonimook555 Something going up has nothing to with the price action of tomorrow. I personally think something going up alot being a reason to not buy is a very naive understandin…↗
Mar 24
InvestmentGuru — Hopefully you not missing
$LITE $COHR $AAOI $AXTI $IPGP $LASR $VIAV $LWLG $POET $AEVA
$EMKR $LASE $SIVEF $TSEM↗
Mar 24
CK Capital — $AXTI just hit all time highs and I think most people still have no idea what this company actually does or why it matters and how important it is.
Every time you hear about co-pa…↗
Serenity — @StockStormX If you ran out of toilet paper after eating 20 Tacos from Taco Bell.
Then someone was selling toilet paper for $20, even though it's worth $1.
You would pay that $…↗
Mar 24
Serenity — @MindQuest42 It actually landed there in like 1 refresh on $69.69, so the stars aligned with $AXTI↗
Mar 24
Serenity — So my 10x moonshot $AXTI ended up landing on the moon.
If you felt like you missed the rocket:
-> $SIVE is my personal favorite next 10x AXT moonshot at today's prices.
-> $…↗
Mar 24
Serenity — @fakeboycarti The whole comment section was negative lol. Got downvoted to oblivion for posting the thesis on $AXTI https://t.co/TvVjrSeez6↗
Mar 24
Serenity — $AXTI has now reached the legendary status of $69.69.
Was expecting close to 10x returns in a year and half, not a few months…
Everything from $AAOI to $SIVE are ridiculously out…↗
Mar 24
Serenity — Not a fan of these types of posts, but I’ll do one today again:
When a stock like $SOI drops 6% and reverses a lot of its gains this week:
Nothing about SOI substrates thesis for…↗
Mar 24
InvestmentGuru — Photonics is quietly becoming one of the most interesting sectors right now. Money is starting to flow in, but unlike other crowded trades, many names are still undervalued relativ…↗
Mar 24
Serenity — @ResonantCapital I hope $SIVE does. My $AXTI positions are now up 800%+ https://t.co/hZH404W4Ry↗
Mar 24
Serenity — @yuntungshieh It's impossible to model forward revenue for new bottlenecks/chokepoints like $AXTI or $SIVE.
It's valuation comparison to leaders, their customers, then just makin…↗
Tradable Astronaut — $AXTI For the flow bros
$6M in In the money, sold to open puts. $75 strike
Those are bullish orders
+19% today, insane move caught thanks to @AionAnalytics
If you want to try…↗
Mar 23
InvestmentGuru — $AXTI crazy move so far, unstoppable, this can go triple digits.↗
Mar 23
Frenchie — 🚨 $AXTI qui explose encore son ATH
Le titre poursuit son accélération et s’envole de 17% aujourd’hui
Les investisseurs se ruant sur le spécialiste des substrats en phosphure d…↗
Mar 23
Serenity — @austin_dague Nope. If anything they’ll all strongly outperform the index as seen with $AXTI 280% YTD return vs. $SPY -3% YTD!
If hundreds of billions of hyperscaler capex flows u…↗
Serenity — @IdeaLedger Sorry, normally when someone victory laps every 40% gain, maybe it’s every few months.
$AXTI and optical picks have been an anomaly every other day. Also helps with ge…↗
Mar 23
Serenity — @Ren_aramb Yeah… thought the doubters would have disappeared by now after $AXTI↗
Mar 23
Serenity — Everyone thought I was crazy when I gave $AXTI a $150 PT from $12-15.
All the doubters suddenly disappeared?
Reason my YTD is over 600%+ is because I identify the biggest chokepo…↗
Mar 23
Serenity — @__visionxry__ Yeah not sure why all my photonics picks are going up hundreds of percent a month.
$AXTI gonna be 1000% return soon↗
Mar 23
Serenity — $SIVE is starting to play out like my $AXTI thesis round 10?
Up triple digits now.
Really not sure how markets missed this one tbh?
-> Laser supplier to Jabil… for 1.6T pluggab…↗
Mar 23
Wayne Liang — If you got into $AXTI early (near where our BD caught it at $2.50), I wouldn't sell until a Weekly PD appears.
If you’re looking for an entry, DCA’ing on the next Daily Pink Diamo…↗
Mar 23
Serenity — @marv_jones6 @BonyBallf2 Yeah I’m sitting on 604% unrealized gains for $AXTI… so hard to notice this stock “down a lot” according to the commenter.
Still holding https://t.co/zhGX…↗
Mar 23
Serenity — @BonyBallf2 $AXTI was $12-15?
I’ve never heard of someone complain of $AXTI correcting $5 after a 5x return to $60 to $55.
$IQE is up 266% YTD? $AAOI was $28-$32?
Going from $30…↗
Mar 23
Serenity — $SIVE is up 6.7% today.
You know you're doing something right:
When the entire market from KOSPI to Nikkei is red.
While individual longs from $TSEM to $AXTI are green.
It's…↗
Mar 23
Serenity — @MarginCallMick Of course. These are just overall markets.
This is a stock picker's market, as individual names in Oil, Rare Earths, and Semis have strongly outperformed the broa…↗
Mar 23
Serenity — Normally this goes in shower thoughts but will post main timeline today.
$ALOY - Rare earth powders -> high-purity metals. Magnets used in the liquid cooling pumps
$NB - Scandium,…↗
Mar 23
Tradable Astronaut — $AXTI is the #1 ranked stock on the @AionAnalytics Index out of 1146 stocks.
Score of 100. Strong Leader every single day for nearly a month straight.
23 appearances in the Lea…↗
Mar 22
The Future Investors — AI’s next bottleneck: data movement 🚀
Photonics is the solution 💡
Photonics has multiple layers. These stocks stand to benefit 👇
🔴 𝗟𝗮𝘆𝗲𝗿 𝟭: 𝗦𝘂𝗯𝘀𝘁𝗿𝗮𝘁𝗲𝘀 & 𝗠�…↗
Mar 22
Serenity — The World is fighting over:
Oil, Rare Earths, and Semiconductors.
The reason being... Every supply chain is being weaponized right now.
And it so happens, US biggest geopoliti…↗
Mar 22
Serenity — @maxmay2024 Yes, I posted almost every other day about $AXTI back in December.
Now I'm just letting markets price in that information few months later.↗
Mar 21
BULL OF BRITAIN — @ShowerCapAM @AlmaCap114204 Your point was there is no gap from uplisting. But by proxy from $ALM and $LCY there clearly is. Whether thats justified or not is up to the market.
M…↗
Mar 21
BULL OF BRITAIN — If the market valued $EQR.AX tungsten bottleneck the way it values the $AXTI InP bottleneck, $EQR.AX wouldn't be A$0.290. It would be A$2.47+.
$AXTI: $3B market cap on $99M TTM re…↗
Mar 21
Serenity — @KonradJaku11615 I feel like $AXTI going up 5x in 3 months was legendary enough?
But hope $SIVE is the next, genuinely feels like a once a year type spot.↗
Mar 21
InvestmentGuru — $AXTI is the hidden backbone of the AI + optical boom. As one of the few publicly traded Indium Phosphide substrate suppliers, it’s fueling high-speed data, 5G, and photonics growt…↗
Serenity — @Durrutius $AIXA is like the $ASML for photonics and captures a large capex cycle this year.
Even so, I personally don't have positions, since I'm not a fan of equipment sellers…↗
Mar 20
Serenity — @Matrix_B0SS I guess that's true. I had to post something like this after $AXTI dropped 30% to $17 after their earnings report.
Sometimes, things feel obvious to me, but I can see…↗
Mar 20
Serenity — My thoughts today on $SIVE, at a ~$250M MC:
Sivers is the future likely CW + laser array light source powering hyperscalers from $AMZN, $META, and $MSFT.
At ~$250m...
From co…↗
Mar 20
Serenity — @be25458 What matters is % of capacity you produce, not # of suppliers.
The # of suppliers don't matter when the upstream materials come needed to make InP substrates come from C…↗
Mar 20
Serenity — @pepemoonboy Thanks for coming to my defense. Last year when I posted 600%+ gains with a few hundred followers, everyone was supportive.
Now that I have 100k+ followers, there's…↗
Mar 20
Serenity — @TheMathMan70 I’ve always acknowledged the export control risk. But what I’ve said is if $AXTI goes down + China goes full on export control, the Western hyperscaler AI buildout st…↗
Mar 20
Serenity — @AlphaAllegro There’s two different bottlenecks. One is feedstock/refineries that $AXTI controls.
And then is InP substrate production…
If you can’t get the materials, you can’t…↗
Mar 20
InvestmentGuru — My Top 5 Photonics Plays
$COHR
The full-stack photonics leader — lasers, materials, transceivers, and components across AI, telecom, and defense. A true “picks & shovels” giant w…↗
Mar 20
Serenity — $LITE Transcript from Conference Call:
"The thing that keeps me up at night most is: Substrates.
Less so sort of reactors and getting the right tools into the fab, although it’…↗
Mar 20
Serenity — @JVStewartBuilds I'd be a buyer at $AAOI here at a ~$7B MC.
$AXTI $3.2B is a tad more elevated now, given there wasn't any major spike of 7N indium nonstandard on SMM. I'm holdin…↗
Mar 20
Serenity — The Serenity Silicon Photonics / CPO ETF.
YTD Returns of Each Index Stock:
$IQE: +282.5%
$AXTI: +246.6%
Landmark: 167.54%
$AAOI: +157.37%
$SIVE: +113.08%
$SOI: +103.54%
$LITE: +…↗
Serenity — @SaiseiInvesting Stocks are positive sum! So everyone benefits long term from value creation.
If we look at $LITE or $AXTI it’s just been a straight line up past few months↗
Mar 20
Tradable Astronaut — The @AionAnalytics leaderboard is showing you where the strength is.
$LWLG 🔥7 +40.2%
$FSLY 🔥14 +24.9%
$CRCL 🔥12 +21.9%
$DOCN 🔥7 +24.3%
$AXTI 🔥2 +19.1%
These are some n…↗
Mar 19
Serenity — I may have outperformed the index just a tiny bit?
It’s as simple as riding the Photonics and Memory Supercycles from $AXTI to $SNDK.
Just doing this for fun now. https://t.co/V…↗
Mar 19
Serenity — @blancmischief No? Export controls are good for them since it harms their competitors like Sumitomo as upstream materials the need come from China.
Since they require them to make…↗
Mar 19
Serenity — @R_o_LwSzr An apple a day keeps the bottleneck away? But I don’t eat apples, so I’m able to spot them early.
My photonics calls have been spot on like $SIVE or $AXTI, but apprecia…↗
Mar 19
Serenity — @gahhhbor Better question to ask is.. is photonics going to be a major thing in 2028?
If it is, $AXTI is probably going to be a major $SNDK like bottleneck, and I’m personally hol…↗
Mar 19
Serenity — Holy ****, my $AXTI thesis was legendary?
AXT is up another 20% today to ATHs at $58.
Happy I got this right, gains in a short time blew away holding $NVDA over the years. https:…↗
Mar 19
Serenity — @AdamJasensky Most analysts were giving $AXTI a $8 PT and now it’s $58 two months later.
They’re usually noise I personally ignore, some comments inside them like operating income…↗
Serenity — Year to Date return from Jan to March:
+564.36%.
I’m speed running last year’s 600%+ returns by finding undiscovered AI bottlenecks.
And picking the winners.
- 500%+ unrealize…↗
Mar 18
BULL OF BRITAIN — Might write a short report on $AXTI - The whole narrative on this company is a facade, just because something goes up, doesn't make you right↗
Mar 18
Gaetano — I wrote up a post on $AXTI
Regarding some updates on what $LITE $COHR and $AAOI are saying in regards to substrate supply
I won't be posting it on X.
If you invest in AXT or tra…↗
Mar 18
Serenity — @Hiraweb3 Thanks!
My style is usually:
-> Thesis post
-> Follow up research (eg. $AXTI 7n indium export controls, bottleneck)
-> Then celebration when thesis plays out
And then…↗
Mar 18
Serenity — @_stockResearch All good questions! My thoughts:
- With $NVDA GTC, CPO is hitting their inflection point today. So I think the timing is right. Before, it was too early.
- Largely…↗
Mar 18
InvestmentGuru — Photonics are looking good today
$AAOI
$AXTI
$LITE
$COHR↗
Mar 18
Serenity — @FoundersX76 I mean I "felt" $AXTI could hit $140 when I was back at $12... And now it's ~$50 in 2-3 months?
Of course I back my feeling with DD like hyperscaler supply chain map…↗
Mar 18
Serenity — @Balansbanken $LITE and $AXTI had problems for years as a cyclical telecom provider.
Then they’re both now the center of the entire AI buildout with photonics and got rerated a f…↗
Mar 18
Serenity — The more I look into Sivers
< $SIVE / $SIVEF >
the more I wonder:
How is the laser company for the hyperscaler photonic supply chains…
Valued at ~$200M USD MC?
All the compan…↗
Mar 18
Gaetano — If you really want to get a pulse check on the industry
$LITE $COHR $AXTI $POET $AAOI
You need to read this post
Please check it out, bookmark it, and share it!↗
Mar 17
BULL OF BRITAIN — "The Silicon Photonics techonology/capacity we need, is significantly higher than what we have today" - Jensen Huang CEO of NVDA about Photonics.
He is literally telling you what…↗
Mar 17
Serenity — @N27gd I tend to like semi-monopolies... So $AXTI and $SOI on substrate level are probably kinda my favorites?
$TSEM and $COHR were my two steady compounders.
As for highest up…↗
Mar 17
Serenity — @GOATTRADER5184 So my personal picks out of the bunch were:
$SIVE, $TSEM, $AEHR, $SOI.
I like try and pick winners. As for current cycle it's:
$AXTI, $LITE, $COHR, $AAOI, $IQE↗
Serenity — @whale_xbt Just look at this graph. Straight line up for CPO TAM next few years.
Normally markets are scared of one-and-done cycles, but this looks exponential.
I said $SIVE coul…↗
Mar 17
Serenity — @xreaptor The alpha is capturing the rotation from the current EML to SiPh / CW DFB architectural change next year.
So new stuff like Soitec ( $SOI ), $TSEM, $SIVE, and $POET t…↗
Mar 17
PhotonBull — Photonics is the trade everyone on X is watching right now.
$AAOI is up +173% YTD, $LITE was added to the S&P 500 and is up a lot, $COHR got a $2B Nvidia investment alongside $LIT…↗
Mar 17
Serenity — Woah, Macronix (TPE: 2337) is out here casually outperforming $AXTI?
201.04% vs. 188% Year to Date return, feels bad.
Macronix does look like the mini $SNDK of Taiwan at a $7.8…↗
Mar 17
Serenity — Normally don’t respond to trolls, but the hypocrisy on this platform is pretty impressive.
Random X retail:
“Why didn’t you tell me about $LITE before it went up 1000% already?…↗
Mar 16
BULL OF BRITAIN — $NVDA GTC - Quick Fire Long positions
-> Fabs ($TSM, $INTC)
-> HBM4 / Memory ( $MU, SK Hynix, Samsung) Feynman = die stacking with custom HBM.
-> Co-Packaged Optics ( $TSEM, $L…↗
Mar 16
PhotonBull — Everyone is watching $LITE, $COHR, $AAOI, $AXTI run. The photonics rotation is real and the AI capex thesis is well understood by now.
What isn't talked about enough is what comes…↗
Mar 16
Serenity — @TacticzH Lmao. Glad people made money on stuff like $TSEM or $AXTI and others.↗
Mar 16
BULL OF BRITAIN — THE US DEFENCE INDUSTRIAL BASE + THE AI BUILDOUT ARE ABOUT TO COLLIDE IN THE SAME SUPPLY CHAIN, CREATING THE FIRST TUNGSTEN SUPERCYCLE.
Bloomberg just reported on the 557% tungste…↗
Mar 16
Wayne Liang — Almost certain $AXTI is going much higher... https://t.co/ntwhx2ecMC↗
Mar 16
InvestmentGuru — Photonics - interesting week as $NVDA AI megaconference GTC week
$POET
$AAOI
$LASR
$AXTI
$LWLG
$LITE↗
Mar 16
Serenity — $AXTI is now above $50+.
I was the first to identify it as the next major bottleneck for the AI buildout with photonics.
Did you listen anon? https://t.co/pPkFqZXmuC↗
Mar 16
Serenity — I’m long $SIVE at $140M.
I believe this is the next $LITE that markets and institutions missed.
$SIVE makes InP CW DFB lasers.
Closest comparison is $LITE in the current EML l…↗
Mar 16
Jason Luongo — Photonics is the hottest theme in the market right now.
Here’s every company you need to add to your watchlist:
Photonics / Lasers
$LITE $COHR $MTSI $AAOI $IPGP $POET
Optical Mo…↗
Mar 15
Michael Sikand 🦑 — Memory, chips, and power aren't AI's biggest bottlenecks.
It's copper. So Nvidia invested $4B in this instead.
In this video, I break down photonics.
The problem, the solution,…↗
Mar 15
Black Panther Capital — 6/ WHERE THE REAL MONEY IS
Here's the trade. Oracle's $553B backlog is real even if the concentration risk is real too. Which means the picks and shovels upstream of Oracle are the…↗
Mar 15
Gaetano — What is the best Photonics ETF?
$LITE $COHR $AXTI $AAOI $LWLG $TSEM
This is another question I get alot.
I'm not an ETF guy, I'm a stock picker.
So I do not find any ETFs with o…↗
Mar 15
The AI Investor — A free breakdown explanation of the AI data center networking stack: Scale Up, Scale Out, and Scale Across.
What’s your best pick for an AI networking stock right now, given that…↗
Mar 15
Trade Whisperer — $AXTI Volatile? Yes. But those BLUE candles hit different. AI needs fiber. Fiber needs lasers. Lasers need InP. Critical materials monopoly hiding in plain sight.
Get 270+ charts…↗
Mar 15
Gaetano — What Photonics companies should I buy?!
$LITE $COHR $AAOI $POET $LWLG
I get asked this question often.
I can't tell anyone what to buy.
So instead, let me lay out all the compa…↗
Mar 15
Serenity — Just a reflection on my accomplishments this year.
Growing to 100K+ followers in the first three months of 2026:
- Forecasted the upcoming InP substrate/feedstock bottleneck for…↗
Mar 14
Serenity — @9chaku You do realize I was the original person did the thesis post on $AXTI back at $12-15? https://t.co/nzOY0RornJ↗
Mar 14
Serenity — I realized by the amount of bookmarks.
I lowkey dropped a banger ETF?
AI Displacement Equal Weighted YTD:
$AXTI: +191.53%
$AAOI: +144.47%
$SNDK: +140.38%
$SOI: +114.3%
$LITE: +6…↗
Mar 14
Serenity — The news is pretty heartbreaking:
$META 20% layoffs
$ORCL layoffs
$AMZN 600,000 workers long term layoffs as they get replaced by robotics and AI.
This is a dystopian future.…↗
Mar 14
Michael Sikand 🦑 — Photonics stocks are the talk of FinX.
But Jensen Huang talked about photonics A YEAR AGO.
If you did a 2 min ChatGPT search into the best stocks after hearing that.
$LITE +878…↗
Mar 14
Serenity — @yuntungshieh Thanks! When I do research, my DD is actually much, much deeper.
Before I publish something like $AXTI, I do research on 7n indium derivatives, export controls, do…↗
Mar 14
Serenity — Don't think any "Analyst" from Citi or Kepler should be surprised why $SOI:
A 1X book CPO/Silicon Photonics Substrate virtual monopoly (now ~1.4).
Gets re-rated 40%+.
Especiall…↗
Mar 14
Serenity — Just looked outside my little bubble.
Majority of folks on X are:
- posting deep red portfolios.
- doomposting 1W charts
- fearing about oil
Feels like most of my individuals s…↗
Jason Luongo — Markets are closed this weekend and I'm not complaining.
When I'm not spending time with friends and family, I'll carve out some time to dig into a few new names.
On my research…↗
Serenity — @endz_on_x I did look through all the photonics equipment related from sellers from Oxford to $AIXA.
They get a material bump from photonics demand, similar to $ASML capex cycles…↗
Mar 13
Serenity — @FL_DAYTR8R Same as going long on Sumitomo instead of $AXTI.
You're buying a big giant for lower direct exposure to the sector growth. Once might be up 15% YTD, the other might b…↗
Mar 13
Serenity — I've been the first few to cover many supply chain photonic names.
Most are up 100-400%+ since I've posted.
Here's the TLDR overview of my thesis posts:
“Safest” Longs as of Tod…↗
Mar 13
Gaetano — I've got a great Education Saturday post coming...
$LITE $AAOI $AXTI $LWLG $POET
For anyone interested in understanding photonics
And all the relevant companies
You will gain l…↗
Mar 13
PhotonBull — Soitec $SOI $SLOIF is still down 75% from the 2021 peak. Even after this week.
Here’s why markets got it wrong:
RF-SOI is in a cyclical trough.
Smartphone inventory overhang fr…↗
Mar 13
Serenity — @DhruTech InP substrates and raw materials needed to build them.
Basically if you go to the very very top of the entire photonics supply chains that $GOOGL TPUs or $LITE uses.
Th…↗
Mar 13
Serenity — There’s $TSEM, my safer photonics compounder.
Then there’s my race horse on steroids, with a rocket ship attached:
$AXTI.
My positions are up over 550%+.
And AXT is up anothe…↗
Wayne Liang — Sometimes I miss solid entries.
Like $AXTI at $2.50.
Didn't want to chase.
Ended up missing out on a 20x. https://t.co/Qq4F7kVAaB↗
Mar 13
InvestmentGuru — $AAOI $LITE $COHR $AXTI $GLW
$POET $MRVL $LWLG
OFC 2026 (Optical Fiber Communications Conference) starts next week — one of the most important events for the photonics and AI inf…↗
Mar 13
Serenity — Top 10 common fallacies I keep seeing again and again on X.
And some of the most important things I look out for too when doing research:
1. Being in "crowded" names like $LITE…↗
Mar 13
Jason Luongo — NVIDIA just invested $4B into photonics. Marvell spent $5.5B on Celestial AI. GlobalFoundries acquired AMF.
Photonics is the hottest theme in the market and most investors still d…↗
Mar 13
Serenity — @Gubloinvestor maybe don't capitulate at the bottom with $AXTI next time↗
Mar 12
Serenity — @KaneCapz General rule of thumb:
Lower the MC eg. $IQE -> $SOI -> $AXTI -> $AAOI -> $LITE -> $COHR, etc.
Higher upside from re-rating. That's unless you 10x reve…↗
Mar 12
Serenity — @FossilWhisperer These were the same comments back when $AXTI was $12 by the way.
"the CEO can't stop selling, this is signaling lack of faith in the business"
"it’s down 20% pr…↗
Mar 12
Serenity — @Jacktecau990 There's always going to be better buying short term opportunities like with $SOI, $AAOI, or $AXTI.
But long term I expect them all to go up as photonics becomes the…↗
Mar 12
Serenity — As expected from my original $AXTI thesis:
InP substrates is a massive bottleneck for photonics.
And:
7N Indium High Purity Indium (non standard) has reached all time highs on…↗
Mar 12
Shay Boloor — Co-Packaged Optics could have its $NVDA GTC moment next week as AI data centers run into a bandwidth wall that traditional pluggables are struggling to solve.
CPO helps address th…↗
Mar 12
Serenity — @BrokeDadCapital Basically, there’s a lot of breadcrumbs by $NVDA then there’s few hop relations with those breadcrumbs.
Eg. $SLOIF -> $TSEM -> $NVDA
Or maybe $AXTI -> $…↗
Mar 12
Serenity — @csapagyi “Priced in”. Meanwhile $TSEM is chilling at -1.89% YTD.
Lot of retail are earlier than institutions. $AXTI was the perfect example before it went up 4x in the past three…↗
Mar 12
Serenity — $NVDA GTC is next week.
And markets are wondering what names will be announced with Nvidia’s new silicon photonics architecture.
> $TSEM works with $NVDA for silicon photonics
>…↗
Mar 11
Serenity — @demarscrypto There's nothing wrong with buying the entire photonics supply chain if you see it being the new paradigm of AI.
Substrates: $AXTI, $SOI
Assembly/Laser/Transceivers/s…↗
Mar 11
Serenity — @Meatusmax @jaegerjaque7 They said today. $AXTI is all time high, if they asked me Monday I would have included it↗
Mar 11
Serenity — @iiiiiiiivanth lol congrats. $AAOI and $AXTI were my two favorites earlier. $LITE was at the start of the year.
Now $SOI has joined the party↗
Mar 11
Serenity — @banker092 Idk $AXTI got sent from $12 to $46 and hasn’t looked back↗
Mar 11
Gaetano — @enes1050392 I cant speak to what anyone else should do, but I have fully built my $aaoi position for now with my last buy in the 90’s. Given the information we have today thats wh…↗
Mar 11
Serenity — @ryansfinance $IQE is literally up 136% since last month lol, sometimes things need a break.
Not all my picks like $AAOI or $AXTI can go in a vertical line up 8% a day. https://t.…↗
Mar 11
Serenity — Turns out markets like hidden photonics monopolies?
Soitec is up 16% intraday.
If you look at the CPO photonics architectural ramp led by $NVDA:
It’s parabolic.
$SOI is likel…↗
Mar 11
Serenity — @brener_moshe Way way different. Closest comparison to Soitec is $AXTI↗
Mar 11
Serenity — @afgmantu Making me choose between $AXTI and $SLOIF is the same thing as asking, who’s your favorite kid? if you had two↗
Mar 11
Serenity — Changed my mind about Soitec ( $SLOIF ) and took a sizable position ~43 for CPO exposure.
$NVDA GTC next week biggest catalyst pushing photonics and this architecture.
~1.5B eur…↗
Mar 11
Frenchie — Pour les boîtes de photonique voici mon basket
La répartition est la suivante :
> $LITE : 30%
> $COHR : 25%
> $AAOI : 20%
> $AXTI : 15%
> $IQE : 10%
Cette allocation reste quan…↗
Mar 11
Gaetano — The photonics sector is tricky
$LITE $AAOI $COHR $AXTI
There is so much technical detail
So many layers to it
It can get really overwhelming
I do my best to break things down in…↗
Mar 11
Serenity — Jim Cramer: “Just impossible Day to Make Money”.
Today:
$AXTI: +15.08%
$AAOI: +11.5%
$HIMS: +6.05%
$LITE: +7.06%
$SNDK: +6.12%
$IQE: +19.08%
SK Hynix: 4.38%
$MU: +4.65%
$COHR: +4…↗
Mar 11
InvestmentGuru — 10 AI Infrastructure Stocks To Watch
As AI data centers scale rapidly, many smaller companies are quietly becoming critical parts of the AI supply chain.
Here are 10 small-cap /…↗
Mar 10
Gaetano — There is so much more to the Photonics trade📓
$LITE $CIEN $GLW $AXTI $AAOI
On this page I have predominately covered just a couple layers to this trade
Mainly lasers, optical co…↗
Mar 10
Serenity — @platochi Yeah $AXTI volatility is wild https://t.co/x1kccLqFSy↗
Mar 10
Serenity — Hope you listened to my $AXTI thesis anon? https://t.co/d5eg0BIhlG↗
Mar 10
Serenity — $AAOI is now up 4x since $30.
Every photonics name from $AXTI to $LITE I’ve done a thesis on increased 2x, 3x, or 4x if you listened anon?
Hope the Crude Oil to $200 or $IREN tro…↗
Mar 10
Trade Whisperer — $LITE $GLW $AAOI $AXTI
Ripping: Future AI needs Lasers & Optics https://t.co/09xYVAjarq↗
InvestmentGuru — The Year of Lightspeed Optics — Here’s Every Stock You Need to Know
$AAOI
$COHR
$AXTI
$LITE
$POET
see more ……↗
Mar 10
InvestmentGuru — These are my 5 favorite sectors
1️⃣ Photonics / Optical Technology
The backbone of AI infrastructure, data centers, and high-speed connectivity. As AI compute grows, optical com…↗
Mar 10
Serenity — $ORCL likely $AAOI hyperscaler client per
Rosenblatt analyst.
When I first posted about $AAOI everyone had extreme doubts like on my thesis post on $AXTI.
But don’t take it fro…↗
Mar 9
Gaetano — 🚨What would crush the optical supercycle?
$LITE $COHR $AAOI $CIEN $AXTI
As investors we must consider this reality.
In my opinion, it would be a slow down in Hyperscaler spend…↗
Mar 9
TheValueist — $AXTI AXT Inc (AXTI) Q4 2025 Post-Earnings Debrief
https://t.co/ptaWbEETma
AXT Inc reported Q4 2025 revenue of $23.0M, missing its own guidance range of $27–30M due entirely to C…↗
Mar 9
Serenity — Leading photonic names do not concern itself with Crude Oil prices spiking.
$AXTI +14.13%
$AAOI +6.73%
$LITE +10.22%
$COHR +3.39%
Photonics is the next paradigm of AI, the War in…↗
Mar 9
Serenity — @PeterSikachev That’s great to hear! I don’t want people to copy trade or just blindly follow.
Main thing is just sharing my thoughts as I go and I hope people learn a few things…↗
Mar 9
Serenity — Wow… 100K followers just now!
Glad this many people find my thoughts about $AAOI to $EWY helpful.
From reflection, I think it’s largely because I’ve been staying true to what I’v…↗
Mar 9
Gaetano — This dip is getting significant
$LITE $COHR $AAOI $CIEN $AXTI
But how has the investment case changed for these photonics companies?
Aside from valuations feeling stretched, how…↗
Mar 7
Serenity — @Pomenyahu Insider selling is probably the least material thing I look at if a company gives projections or serves as a bottleneck.
$AAOI gave projections of $378M/revenue off ~3…↗
Mar 7
Serenity — @HyperAICapital $AXTI is my personal favorite since inp substrate/feedstock is used across any photonics bottleneck.
I just need someone to join their board and tell them that t…↗
Mar 7
Serenity — @artazc44161 Only ones probably not priced in are the more niche ones like epitaxy process on top of the InP substrates or maybe new laser/transceiver players that hit their inflec…↗
Mar 7
KaizenInvestor — You can now listen to my article about the AI supply chain. It’s a cool new feature from X.
Do you want to know why $AXTI, $AAOI, and $LITE are critical bottlenecks?
Why SK Hyni…↗
Mar 7
Serenity — @455BAG 7n indium nonstandard is up to all time highs.
When people look at $AXTI earnings, they often make the mistake of judging contracts from maybe 1Y ago before a lot of the…↗
Mar 7
Serenity — @springbok_fin Yeah if you go more upstream for optical transceivers for example, $AXTI is the end of the end materials bottleneck for photonics.
They usually they supply to epiwa…↗
Mar 7
Serenity — Markets have got it wrong when they say:
"When Everyone Digs for Gold, Sell Shovels"
You know why?
The real alpha comes from:
Bottlenecking the Shovel Sellers.
Substrates/EM…↗
Mar 7
InvestmentGuru — 2026: The Year of Lightspeed Optics — Here’s Every Stock You Need to Know
The optical networking revolution is accelerating, and the investment landscape just got a whole lot more…↗
Mar 6
Michael Sikand 🦑 — We're not bullish enough on $AAOI.
If you're wondering why this stock is mooning during an escalating war...
It's because the demand picture for lasers is really just that nutty…↗
Mar 6
Trade Whisperer — NVIDIA Rubin Ultra is Optics/Copper Hybrid Scale-Up Platform which is expected to have +5x more optics than previous gens.
A single rack: 792 optical engines. 144 GPU packages. 57…↗
Mar 6
Gaetano — 🚨 The Optics Supercycle is Sold Out
$LITE $COHR $AAOI $NVDA $AXTI
If the transition to advanced optics has been further delayed by copper, somebody forgot to tell the optical s…↗
Mar 5
Serenity — @Mariusz_Invest Not surprising with $AAOI.
A lot of institutions probably never heard of a lot of the more niche photonic upstream players like $AXTI until they get mentioned by…↗
Mar 5
Serenity — $AAOI has exceptionally strong buying pressure.
All major photonics names are down today:
$LITE down -4.74%
$COHR down -8%
$AXTI down -2.5%
$IQE down -20%.
$FN down -3.98.
But…↗
Mar 5
Serenity — @awarness1780 $AAOI and $AXTI are both extremely high beta which is why it’s important to build conviction in the trade yourself before entering.↗
Mar 5
Serenity — “US Mulls Requiring Permits for Global $NVDA, $AMD AI Chip Sales”
Markets are reacting violently to news of the Trump administration was thinking about giving Nvidia the $AXTI exp…↗
Mar 5
Trade Whisperer — $LITE $GLW $AXTI $AAOI $COHR
Major shift toward optics starting NVIDIA Rubin Ultra:
The NVIDIA Rubin Ultra NVL576 rack will mark a major architectural shift by incorporating opti…↗
Mar 5
Serenity — @adam_gamsy This was the same question I got on my original $AXTI thesis when it was $12 https://t.co/fO23QJghaw↗
Mar 5
Serenity — Feels like $AAOI ($7.5B MC) is one of the highest upside AI trades right now?
With photonics lot of institutions miss upstream bottlenecks $AXTI, so retail can spot them before th…↗
Mar 5
Trade Whisperer — $LITE $GLW $AAOI $AXTI $COHR
Confused by Broadcom's CEO comments on Copper vs. Optics? Let me clear it up.
Hock Tan's emphasis on Direct Attach Copper (DAC) as "the way to go" f…↗
Mar 4
KaizenInvestor — I have written a full article on the AI chip supply chain.
The supply chain is structured into 4 different phases with 13 layers:
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers,…↗
Mar 4
Serenity — @SkiIIls No over the next year I think $AAOI will outperform just due to its small MC size + leapfrogging the other optical companies.
$COHR, $AXTI, $LITE are much more defensibl…↗
Mar 4
Serenity — @halldj00 Photonics is the new paradigm shift for AI over the next few years.
Both $AAOI and $AXTI supply to all the hyperscalers and are the forefront of it (while being really…↗
Mar 4
Serenity — @FFrxev This exact thing regarding insider selling was posted 2 months ago when $AXTI was $12 by the way.
It's close to 3-4x since then. https://t.co/MgIFZag2iF↗
Mar 4
Serenity — @fullthr0tll3 I mean $LITE is a $55B company? Macronix/Nittobo are $6B+ company.
$AAOI is a $7B company/$100-share from ~$28 when I posted. $AXTI is now a ~$2.4B company from ~$50…↗
Mar 4
Serenity — Well… this was probably the fastest 100%+ rally since $AXTI?
Feels like everything around me keeps going up 100%+ in short periods of time from $AAOI to $LITE.
Anyone suffering…↗
Mar 4
Serenity — @kingcoinmatt $AXTI is always the winner as long as photonics is a thing.↗
Mar 4
InvestmentGuru — 15 Stocks on My Radar Right Now
The market is full of noise. These names cut through it.
$ZETA — 18 straight beat-and-raise quarters. The execution is unmatched.
$PATH — The #1…↗
Mar 4
Serenity — $GOOGL rejecting CPO is a massive structural win for the entire pluggable optics ecosystem.
Most people missed this in the Needham analyst note on the $LITE $850 PT upgrade toda…↗
Mar 4
InvestmentGuru — Hopefully 🤞 pre market this stocks are looking good
$AXTI
$POET
$LWLG
$AAOI
$LASR↗
Gaetano — $LITE CEO just dropped a major signal
If you follow $AXTI you need to read this
It speaks directly to the InP constraint.
The new interview with Lumentum and Morgan Stanley pro…↗
Mar 3
Serenity — I feel like Soitec ( $SLOIF ) is a free 2-3x if people have the patience to wait a year?
They're a genuine monopoly over CPO for substrates.
Lot of folks looking at Shin-Etsu b…↗
Mar 3
Gaetano — The $LITE conference with Morgan Stanley had so much insight in it
Currently writing up 3 posts:
1 - What Lumentum said about substrate sourcing and what it means for $AXTI
2 -…↗
Mar 3
Jason Luongo — NVDA just told you the next AI trade.
They invested $4 billion into optical infrastructure today.
$2B into $LITE.
$2B into $COHR.
Why? Because copper is dead at AI scale. Data c…↗
Mar 2
Serenity — @chad_the_stud $AXTI controls the supply chain needed for the AI buildout for photonics. At a $2.5B MC.
I would not be surprised if it were trading at $20B or more next year.
$N…↗
Mar 2
Serenity — Holy ****, this thesis was perhaps the most legendary one on X this year.
$AXTI is now at $46.7 after Nvidia funneled $4B into photonics players $LITE and $COHR today.
Guess who…↗
Mar 2
TheValueist — The core networking names impacted by today's $NVDA announcement all closed near their day's highs. Very encouraging.
$LITE $COHR $AAOI $AXTI https://t.co/gnwhMB15Fd↗
Mar 2
Serenity — @Vcondry84 I try and aim for long term capital gains tax if the catalyst is far enough (eg. Photonics).
For example I’m sitting on unrealized ~450% return one of my $AXTI positio…↗
Mar 2
Serenity — @0xfinance Photonics, Memory, Power, and Defense are probably the top 3 momentum sectors right now.
There’s others like advanced packaging or thermal but you won’t get to the sev…↗
Mar 2
Serenity — @RealCornCannon My parents are actually better investors than I am lol. Maybe part of it is genetics?
My dad kept telling me how much he liked $PL back at $1.7. I didn’t really be…↗
Mar 2
Serenity — @edwangzh Thanks! I love interacting with the Chinese community.
As for Innolight and Eoptolink i think they’re top tier longs for photonics segment. Especially with the transceiv…↗
Mar 2
Serenity — @Gubloinvestor I’m flattered lol. But I’m happy with the performance even with a relatively flat index!
A large part of it is mapping where all the spend goes.
Eg. $GOOGL $180B c…↗
Mar 2
Serenity — @Whatathingtodo1 Both. Cost averaging up on $AXTI since it’s the bottleneck of the entire AI industry for many years to come, even at a small $2.4B MC.
$AAOI probably has a long w…↗
Mar 2
Serenity — I happened to own every single top individual stock performer this year:
From $AXTI and $AAOI in photonics.
To $SNDK and SK Hynix in memory.
To Nittobo, Macronix, and Unimicron…↗
Mar 2
Serenity — @DeFi_AdamZ would not be surprised if $AXTI traded at $20B in a year or two↗
Mar 2
Serenity — @Veri_ta5321 Anytime! $AXTI has increased close to 4x since intraday low when I posted! In just two and a half months, it’s been a crazy ride.
Having a fun time gold mining for sm…↗
Mar 2
Serenity — Everyone is rushing to buy $LITE at a $54B MC after the $NVDA $2B deal.
Wait until they find out who the upstream bottlenecks and suppliers to Lumentum are.
Companies like $AXTI…↗
Mar 2
Trade Whisperer — $LITE $GLW $AAOI $AXTI
AI needs light to move data.
They are ripping again. https://t.co/RIAQDPASOS↗
Mar 2
BULL OF BRITAIN — $ALMU - The news of NVDA investing 2 billion in COHR, to focus on SILICON BASED PHOTNICS, it is exactly why $AXTI was never going to win this race. Jensen already knows copper is c…↗
Mar 2
TheValueist — $NVDA $LITE $COHR $AAOI $AXTI EVENT OVERVIEW
NVIDIA disclosed on March 2, 2026 a $4B aggregate capital commitment to 2 photonics suppliers, with $2B directed to Lumentum Holdings…↗
Mar 2
TheValueist — Whatever you believe, it doesn't matter. $NVDA is telling you the world is moving to optics. Listen.
$LITE $COHR $AAOI $AXTI↗
Mar 2
Serenity — @ryansfinance Thanks! You missed out on $AXTI for sure, my positions are up like 455%.
Yep hope to see something positive with $IQE next! https://t.co/LAST4fVcmh↗
Mar 2
Serenity — I literally dropped a photonics goldmine last year.
Did you listen anon?
Everything either went up 2-3X in the past two months from $AXTI to $AAOI.
$LITE ended up increasing 10…↗
Mar 2
TheValueist — $LITE $COHR $AAOI $AXTI sorted by pre. https://t.co/TrlfzG6T1o↗
Mar 2
Serenity — @Investmnt_Eagle LOL yeah all my picks like $AAOI and $IQE are up like 20-40% a day recently. $AXTI, $LITE have been taking a tiny rest after doubling this month.
Rest of the m…↗
Mar 2
Serenity — @anhecdote Anytime! Yeah the entire photonics supply chain that I've mentioned from $AXTI, $LITE, $COHR, $IQE, and $AAOI has been a straight green line up.↗
Mar 2
Serenity — $NVDA has just invested $2 billion into $COHR for advanced laser and optical networking products.
This is an extremely bullish tailwind for $AXTI (substrate provider), other optic…↗
Mar 2
Serenity — $NVDA has just invested $2 billion to support Lumentum's R&D and a new U.S. fabrication facility.
This is a massive tailwind for photonics stocks from: $LITE, $COHR, $AAOI, $AXTI,…↗
Serenity — @tannt8533 Probably very early to $AXTI and $AAOI. $LITE slightly more priced in. $COHR has some way to go.
$IQE is very early but I wouldn’t recommend it to people since it’s in…↗
Mar 2
Serenity — Apparently $IQE does not concern itself with the War in Iran either?
My core photonics segment picks from $AXTI, $LITE, $COHR, and $AAOI have been just vertical green line up ever…↗
Mar 2
Gaetano — 🚨'The Photonics Trade Is Over'
$AAOI $LITE $COHR $GLW $CIEN
'All these companies are up way too much'
'We need to find the NEXT big play'
Etc.
I hear you.
I have heard these…↗
Mar 1
InvestmentGuru — Why Photonics Is a High-Conviction Sector Investment
Photonics isn’t just “optics.”
It’s the infrastructure layer enabling AI, hyperscale data centers, telecom upgrades, and next…↗
Mar 1
Serenity — Soitec ( $SLOIF ) is the monopoly silicon photonics mirror to $AXTI.
Basically it’s directly tethered to CPO and its inflection point late 2027-2028
For 800g/1.6T and CPO, hard t…↗
Mar 1
Trade Whisperer — 2026: More parameters. Longer context.
Every trend in AI points to the same two bottlenecks: memory and optical interconnects. HBM can't scale fast enough. Fiber optics is the bac…↗
Serenity — Here's a deeper look into $IQE ($179M):
IQE's hidden InP optionality versus LandMark's $3.5B valuation. And the $IREN / $CRWV "miner" pivot to photonics:
Before I did a high-lev…↗
Feb 27
Serenity — @InitialY23 I’m just celebrating some of the DD I did two months ago!
Seeing it play out with stock prices from $AXTI, $AAOI, and $LITE all hitting triple digit returns is very fu…↗
Feb 27
Serenity — $AAOI is another photonics name that has just doubled in the last two months!
Feels like every photonics company from $AXTI and $AAOI has been doubling or tripling recently?
I’ve…↗
Feb 27
Gaetano — 🚨How I construct my Photonics portfolio
$AAOI $LITE $COHR $CIEN $GLW etc.
For me, diversity is the game.
Different parts of the stack have different timelines and catalysts and…↗
Feb 26
Serenity — @RancicYaro4064 I’m glad a lot of people from $RDDT found me here! It’s been fun posting $TE and $ETH meme ta posts on there.
Just got too much negativity from my $AXTI post whic…↗
Feb 26
Serenity — @AvivaMarket Maybe because it just went up 102% this month even accounting for the drop today?
Still up 283% in the last two months on one of my $AXTI positions.
Healthy correct…↗
Feb 26
Serenity — Year to Date post $NVDA earnings:
477.27%.
Majority of the gains are the result of the research I've done the past few months:
From the $AXTI's InP chokepoint that went up few h…↗
Feb 26
Serenity — $CRCL... is now back up 53% in 3 weeks.
$54 was the best chance to buy, not 50%+ later after earnings.
Really hard to go against the sentiment sometimes.
But for example, on:…↗
Feb 26
Gaetano — Maybe we'll finally see a red day?
$LITE $COHR $CIEN $GLW $AXTI
Reminder, this watchlist is my own personal levels and reflect my already heavily concentrated port
I scheduled a…↗
Feb 26
Serenity — If I had to pick a 10x return-stock only after $AXTI, it would probably be $IQE.
My thought process TLDR:
- Closest comparison would be Taiwan's LandMark Optoelectronics for epi…↗
Feb 26
Trade Whisperer — $LITE $GLW $AXTI The Optical Highway for the East-To-West Traffic. The Interconnect Opportunity.
Fiber Optics is here and accelerating. Silicon Co-Packaged Optics and Photonics by…↗
Serenity — @demarscrypto Thank you demarscrypto, let me know if you change your mind on $AXTI so I know when to sell.↗
Feb 25
Serenity — $AXTI has now reached the Moon if you listened anon?
Markets are scrambling to get exposure to photonics supply chains following $GOOGL record capex numbers.
If you ask an AI: “…↗
Feb 25
Gaetano — A pullback into consolidation in these names would be very healthy
$lite $cohr $axti $glw $cien etc.↗
Feb 25
Serenity — @c_hadjikyriacou Yeah I’m up 310% on my $AXTI position in 2 months lol. https://t.co/wm237iEqHT↗
Feb 25
Serenity — @Cheva28789724 I don’t think there was a single positive comment on $AXTI on my original Reddit post lol! Half of them called it a scam.
Hope they enjoy seeing it go up 3x 2 month…↗
Feb 25
Serenity — @yianisz Yep, that’s a good analysis! $AXTI is basically a duopoly in two different bottlenecks (upstream feedstock processing and InP substrates).
$IQE is really critical but mos…↗
Feb 25
Serenity — @martijnde_boer $ALMU and $POET feel more like science projects while $AXTI, $IQE, $LITE and others are all actively used in hyperscaler supply chains.
$POET has a better chance…↗
Feb 25
Serenity — This aged well.
Every photonics name I’ve done a thesis post on from $LITE to $AXTI has doubled or increased a few hundred percent. https://t.co/uOKGPFpJha↗
Feb 25
Serenity — @Crawfordbro11 No way to 100% know if it's correct or not.
It would probably just show up as a increase in revenue in the earnings for $AXTI or $IQE in the future without a compa…↗
Feb 25
Serenity — -> $LITE is a known $GOOGL supplier.
-> $IQE is a known $LITE supplier.
-> $AXTI is a known $IQE supplier.
Google TPU + Hyperscaler ASIC BOM are extremely confidential.
But…↗
Feb 25
Serenity — @Huyster11 I’ve made a few hundred % on $AXTI so I’m doing fine!
Just wanted to talk about $IQE which is a known $LITE supplier. And $AXTI is a known $IQE supplier.
Everyone’s bu…↗
Feb 25
Serenity — @ravietweet Not exactly! I'm just a tad more familiar with photonic supply chains than I am with energy so I like picking potential winners.
Just wanted to introduce $IQE into the…↗
Feb 25
Gaetano — Well, maybe I was too conservative 😅
Yesterday we saw some big moves
$AXTI up 23%
$AEHR up 14.3%
$LWLG up 13.6%
$ALMU up 13.5%
$POET up 10.6%
$GLW up 4.3%
$AAOI up 4.2%
This…↗
Feb 25
Serenity — @Cheva28789724 $AXTI is $1.9B, around 300% return from the bottom of the day when I posted! https://t.co/yIIUyXHxKd↗
Feb 25
Serenity — Was the first to talk about $AXTI in relation to photonics BOM/supply chains:
$IQE is very interesting too as one of the only Western suppliers.
Basically if you look at photoni…↗
Feb 25
Serenity — @YieldKrakers If you wait for actual earnings most of the times you’re a little late.
All the signals are from derivatives like 7n indium nonstandard prices on SMM for $AXTI, fin…↗
Feb 25
Serenity — @SL2056 Yeah $AXTI moves 20% a day which is why I say it’s really important to build conviction yourself before you enter a trade + size positions correctly.
If you can stomach th…↗
Feb 25
Serenity — @MrHase0 Congrats on 67% YTD!
Yeah $SNDK and $AXTI have been hard outperforming the market both up over 100%+ in the last two months.
I think the recent Citron shorts to Sandisk…↗
Feb 25
Serenity — @theincomewheel Thanks! It’s mainly X but I did get a fair share of stuff on Reddit too. Still remember $AXTI was $12-$13 after the 20% drop, I made a comment about it and got a lo…↗
Feb 25
Serenity — I feel like as my account grows, I have my own dedicated hate poster fanclub now.
Markets are the final arbiter, which makes it funny to these things age like milk.
$AXTI is now…↗
Feb 24
Gaetano — This is a really great question $AXTI
And one worth exploring for all AXT and photonics investors in general
This also plays into my investment case for $COHR and $ALMU
If you f…↗
Feb 24
Serenity — Year to Date: 412.72%
Lot of it is just picking the right sector, profiting off of Jane Street algos weekly, and a bit of luck.
In terms of bottleneck longs, these are currently…↗
Feb 24
Serenity — @crux_capital_ It is… I’m up 233% on one of my $AXTI positions, should have put more concentration into it…
I’ll probably cost avg up with shares. https://t.co/1ruvbUIJj9↗
Feb 24
Gaetano — $AXTI Smashing all time highs again today.
Worth a read 👇↗
Feb 24
Serenity — Is it just me or is everything going up 15-20% a day in this market?
$AXTI https://t.co/umqkqUvK0T↗
Gaetano — $LITE has an InP problem that $ALMU could help mitigate.
A thought experiment worth working through...
Despite aggressively front-loading a 40% capacity expansion, Lumentum’s Ind…↗
Feb 24
Serenity — @crypticTooth $AXTI is my favorite just because of their strategic value to the photonics supply chains.
Otherwise $LITE is runner up, and largely undervalued if you fast forward…↗
Feb 24
Serenity — @bilbooo__ $MU - ended up liking SK Hynix more but safer made in America play
$AXTI long way to go, 1 year wait until extreme shortage hits. Prob my favorite in photonics sector f…↗
Feb 24
Gaetano — 🚨Photonics Investors, here is my active watchlist!
Prices where I would consider initiating or adding
Keep in mind that none of this is financial advice or a recommendation and…↗
Feb 23
Trade Whisperer — $LITE $GLW $AAOI $AXTI
Deloitte on AI Network Fabric Outlook
AI network fabric spending is expected to climb 38% in annual growth over the next few years to support the gigawatt-…↗
Feb 23
Gaetano — Is this something you guys are interested in?
Photonics specifically!
Names like $lite $cohr $poet $almu $axti etc.
If so, drop the tickers that you want me to cover!
The more…↗
Feb 23
Gaetano — The most bullish data point for $ALMU Aeluma this week went largely unnoticed
It was the $AXTI call.
The market sees and feel the InP wafer constraint.
But is under appreciating…↗
Feb 22
Gaetano — 🚨Is the Photonics trade doomed??
We discussed the significance of the supply shortage.
$AXTI is in a position where it can't supply enough to meet demand.
This creates a down…↗
Feb 22
Gaetano — "Is it too late to jump in?"
I get this questions a lot on my photonics posts
$LITE $COHR $CIEN $GLW $AXTI
It's important to remember that I really don't want to give specific ad…↗
Feb 22
Gaetano — @PeterSikachev $AXTI - Steps 0 and 1. Through their China subsidiary they have partial ownership in raw material companies producing the key inputs for InP so that's Step 0. Then…↗
Feb 22
Serenity — @crypticTooth I’ve shared this graph before but basically 2027-2028 is where the real fun should begin with $AXTI + possible memory-style price hikes.
This is just early DD befor…↗
Feb 22
Serenity — $AXTI is the perfect example of how you find alpha.
Over the past few weeks I’ve shown:
- 7n indium nonstandard on SMM reaching ATHs
- photonic supply chains from litecounting a…↗
Feb 22
TheValueist — $LITE $COHR $FN $AXTI KEY READ-THROUGHS FROM THE PHOTONICS SUPPLY CHAIN: START TO FINISH
The source material describes an end-to-end, yield-sensitive manufacturing chain in which…↗
Gaetano — @c_hadjikyriacou Yes! $AXTI is all about the foundations of this entire chain
https://t.co/n47znPxwyf↗
Feb 21
Gaetano — Education Saturday! 📓
For all my Photonics followers, you'll want to learn this
$AXTI $LITE $COHR $GLW $POET etc.
The Photonics Supply Chain: Start to Finish.
Step 0: Mining an…↗
Serenity — Year to Date: 316.4%
From January 2026 into February 2026.
Reflection of my short term trades and longs:
> Swing traded tax harvested stocks like $GLXY, $SMCI, and $IREN start o…↗
Feb 20
Gaetano — 🚨With China restricting exports, isn't that a major risk? $AXTI
This is a really great question and it is really crucial to understand the different angles here
Check out this r…↗
Feb 20
Gaetano — @austinhodly You did not get this wrong at all.
Your read on the situation is totally fair. $AXTI relies heavily on its Chinese subsidiary, Tongmei, for manufacturing, which mean…↗
Feb 20
TheValueist — $AXTI $COHR COHR can be a reasonable way to express the InP/AI-optics scarcity theme with materially less direct exposure to the specific China export-permit gating factor that dom…↗
Feb 20
TheValueist — $AXTI 2 separate issues are getting conflated here: (1) whether XinYao can actually ramp meaningful volumes of qualified 6-inch InP, and (2) whether indium availability becomes the…↗
Feb 20
Serenity — Did you listen anon? - $AXTI https://t.co/Pcuu4M3muO↗
Feb 20
Gaetano — 🚨Photonics investors! Read this post about $AXTI
Demand. Demand. Demand.
That's the story over and over.
No one can supply enough to meet the demand needed
The substrate layer…↗
Feb 20
Serenity — @Yeah_Dave Thanks, those are small weightings of my portfolio. I don't have high concentration in small caps like $AXTI or $OSS.
But they're still up 70-80% or so in the last 2 mo…↗
Feb 20
Gaetano — The $AXTI call has major implications for $COHR and $ALMU
I've got 3 posts coming tomorrow
First one is already scheduled for the AM about $AXT and general downstream effects
Cu…↗
Feb 20
Serenity — @arsenalfccg Was going to make a post tomorrow on $AXTI, just woke up from a long nap.↗
Feb 20
TheValueist — $AXTI KEY READ-THROUGHS FROM AXT INC (AXTI) Q4 2025 EARNINGS CALL (02/19/26)
AXT’s call provided an unusually “upstream” window into the AI data center optical interconnect cycle…↗
Feb 20
TheValueist — $AXTI EXECUTIVE CALL SUMMARY: (AXT Inc 02/19/26)
AXT reported Q4 2025 revenue of $23.0 million, down 17.9% sequentially versus $28.0 million in Q3 2025 and down 8.4% year-over-yea…↗
Feb 20
Serenity — Just your average day in the market with everything from
- $OSS +26.23%
to
- $LPTH +21.0%
Going up 20%+ in a day.
Most important lesson is that if it’s hard to stomach volatili…↗
Feb 19
Gaetano — $AXTI Reported earnings today
Will listen to the call later today and get a post out as soon as I can for you all
Will discuss the downstream impacts for the photonics trade as w…↗
Feb 19
Serenity — @PhotonCap I think the nuance is that there’s two different bottlenecks. One is feedstock/refinery processing. The other is InP substrates.
Sumitomo/ $COHR sits in one of them bu…↗
Feb 19
Serenity — @DoctorMeltzer Yes, it’s similar to $AXTI being export controlled. But Iran Pistachios still find its way into the global market.
Kinetic strikes on agricultural infrastructure wo…↗
Feb 19
Serenity — The funniest beneficary if US invades Iran was:
Pistachios.
Not even joking.
Did you know US (California) and Iran operate a virtual duopoly in pistachio production?
This is…↗
Feb 18
Serenity — @AI_PowerFlow lol my bad. In for a fun ride though, it’s probably just as volatile as $AXTI https://t.co/2xEtVVES1N↗
Feb 17
Gaetano — I forgot $AXTI - 1.3B
AXT makes the specialty wafers (especially indium phosphide, “InP”) that companies build the fastest data-center lasers and detectors on when silicon can’t d…↗
Feb 17
Gaetano — 🚨 The Photonics Landscape: An Investor's Guide
$POET $LITE $COHR $AXTI $AAOI
Photonics interest is exploding
This is a sector with massive tailwinds for 2026
Let's dig into wha…↗
Feb 16
Gaetano — I've got something good coming for you guys today
It's a thread road map of the entire Photonics sector, including all of the players in it like $AXTI $AAOI $ALAB $POET etc.
It w…↗
Feb 16
Gaetano — I am setting out on a very ambitious goal
$POET $LITE $COHR $CIEN $AXTI
I have just started what will be my most extensive and exhaustive report I've ever written
For photonics i…↗
Feb 15
Gaetano — If you are new to my page and interested in Photonics
$POET $LITE $COHR $ALMU $AXTI $CIEN
This post linked here & the comment section are a great place to start
I will also be po…↗
Feb 15
Gaetano — 🚨Photonics Education Saturday!
$LITE $POET $COHR $AXTI $ALMU $MRVL
Today's topic is Co-packaged Optics (CPO)
If you invest in this space, you need to understand why CPO is, when…↗
Feb 12
Gaetano — $ALMU Dropped some bombs during their earnings call
If you follow photonics, you'll want to hear this
$POET $LITE $COHR $AXTI
What has felt like a far away story is suddenly gett…↗
Feb 12
Serenity — @yomattyboi - 1/3rd of it is folks on X like @zephyr_z9 quote tweeting me about “ $AXTI InP bros, have you thought about _?” Then I do more research upstream.
- other part is com…↗
Feb 12
Serenity — @cronked $AXTI is my personal favorite but it’s as upstream as you can go for photonics.
The ETF above is just bottleneck name mapping to what Semivision described as their top bo…↗
Feb 12
Serenity — @TLEROY5 $LPTH is germanium bottleneck mainly for defense. It seems more of a long term beneficiary from transition from China supply chains to US black diamond.
And it’s algorit…↗
Feb 11
Serenity — Wow…
$AEHR up 30%+ today on hyperscaler orders.
$ACMR up 29% this week on China memory (cmxt + ymtc)
$AXTI up 42% this week on photonics ramp and Google capex spend
$AMKR up 19% t…↗
Feb 11
Serenity — For the vast majority of retail:
If you want to ride the capex trends happening right now, these are probably must have imo:
1. Memory - $MU, Samsung, Sk Hynix, $SNDK
2. Photon…↗
Feb 10
Serenity — @zephyr_z9 True, 7N high purity indium (non standard products) is the only thing on my mind when I'm in the shower or sleeping.
But it's the derivative metric I use to track $A…↗
Feb 10
Serenity — @Gubloinvestor not many too many retail really knew about the extreme photonics ramp back then. Even $LITE was extremely under the radar.
So going all the way upstream to $AXTI w…↗
Feb 10
Serenity — $AXTI - 7N high purity Indium hit over $1K+ USD and has increased parabolically over the last three months.
This is a derivative reflection of price hikes.
There's two nuances:…↗
Feb 9
Serenity — @soulbiri1 @platochi Appreciate it! Some of my other mentions like $VLN are not working out as well so far, but glad $AXTI is hard carrying.↗
Feb 9
Serenity — Speaking of other bottlenecks like $AXTI.
I’ve been looking into 4D AI.
Convos with industry insiders leads me to believe it’s an upcoming trend eg. “World Models” for physical A…↗
Feb 9
Serenity — @platochi @soulbiri1 I have zero clue how $AXTI plays out.
They’re a near-monopoly choke point so if they wanted to they can hike prices like $SNDK and $MU -> be rerated massi…↗
Feb 9
Serenity — @platochi @soulbiri1 Thanks! Everyone was saying I was wrong when $AXTI was $13 and a small cap shtco.
But it ended up close to doubling 2 months later. AXT genuinely is an upstre…↗
Feb 9
Serenity — $AXTI up 63.29% in 1 week to new yearly highs.
What a crazy photonics rally off $GOOGL earnings.
Markets are finally pricing in upstream bottlenecks. https://t.co/YdEOofJWN8↗
Feb 9
Gaetano — 🚨 Where Is The Photonics Trade Headed Next?
$AAOI $POET $GLW $MRVL $CIEN
$LITE & $COHR earnings came out last week.
So let’s talk about what they actually told us and how that s…↗
Feb 9
Gaetano — Photonics investors, I've got a post for you!
At 8:00AM EST I will be posting an update on the sector
Will cover a wide array of names from $AXTI $CIEN $POET $FN $AAOI and more…↗
Feb 8
Serenity — @Berlinergy Pretty sure I made an $AXTI related post yesterday
https://t.co/pq6tLRcrIS↗
Feb 7
Serenity — @Frenchie_ I have $CRDO on there since I felt the selloff to $95 was a huge overreaction.
But I am a fan of photonic supply chains like $LITE, $COHR, $AAOI, $AXTI type companies↗
Feb 7
Serenity — Portfolio weightings is my most common question.
Here’s what my portfolio looks like:
35% Memory Supercycle
_
10% Samsung Electronics
10% Sk Hynix
10% $MU
5% $SNDK
25% Digital…↗
Feb 7
Serenity — Here's my TLDR + mapped into investment framework from Semivision bottleneck summary:
HBM:
HBM4 (16Hi) - Samsung, Sk Hynix, $MU
HBF - $SNDK, Kioxia
Base Die - $TSM, Samsung (inter…↗
Feb 7
Serenity — @PhotonCap Thank you! I remember seeing a lot of comments that stuff like $AXTI was "scam stock", etc. bc of the market cap.
But a lot of bottlenecks are hidden deep upstream. I u…↗
Feb 7
Serenity — It’s been 6 weeks since I made the initial $AXTI post.
It’s now up another 60%.
Almost nobody talked about this tiny $700M stock on X.
Especially not from angles of InP supply c…↗
Feb 6
Serenity — @LivingITMoney Yeah, today’s crash wiped out a lot of retail portfolios that have high concentration in stocks like $HOOD, $SOFI, $HIMS, or $PLTR.
Lot of high beta names are typic…↗
Feb 6
Serenity — It’s really sad to retail accounts get nuked and liquidated from this market crash.
$MSTR has crashed over 70% from $450 to $105.
$IREN is down 31% today after ER.
$BMNR has cra…↗
Feb 4
Serenity — @MrThomG_ I would be more bullish on $AXTI if Martin Shkreli joined the board to show em how it's done when you have a monopoly.
But yeah AXT is a hidden beneficiary on photonics…↗
Feb 3
Serenity — I'm long shares on $AXTI.
We're seeing the HBM/NAND supercycle with $SNDK, $MU, Sk Hynix, and Samsung today.
With constant price hikes due to extreme demand.
The next? -> Phot…↗
Feb 3
Serenity — @Young_Bison I have 0 clue. Lot of people see me making tons off thesis posts like $OSS or $AXTI but I do lose money too when I'm wrong.
And I do put my money where my mouth is…↗
Feb 2
KawzInvests 🦑 — My watchlist. Photonics caught a bid across the board today.
$AXTI +16% $OPTX +14% $LITE +11% $AAOI +10% $COHR +7% $PLAB +4%
This sector is just getting started.↗
Feb 2
KawzInvests 🦑 — GPUs do the thinking. Optical transceivers move the data between them. Without both, AI does not work. Everyone owns $NVDA. Almost nobody owns the company wiring it all together $A…↗
Gaetano — @Advoking Hey man, good question
$OPTX and $LPTH absolutely matter in photonics, but they’re mostly optics for seeing like precision lenses and IR optics used in defense, thermal…↗
Serenity — @DanilSer33 $AXTI same view, photonics ramping up, 7n InP prices are going higher. China export controls on Japan will tighten inventory.
We’ll see how it plays out over the next…↗
Jan 24
Gaetano — 🚨Copper crunch Is the viral narrative right now!
I'm really interested in the pivot from copper to optics
$POET $ALMU $LITE $COHR $AAOI
The market is obsessed with copper right…↗
Jan 24
Serenity — Jan 25th Ratings. Post EU Tariffs and $INTC ER.
Strong Buy:
$SNAP
$META
Samsung Electronics
SK Hynix
$MU
Unimicron
$TSM
$CRCL
$AXTI
$LPTH
$COPX
$LIT
$AEHR
$FORM
$AMKR
$AVGO
$MRV…↗
Jan 23
Serenity — $INTC crashes 17% and finishes the day back at $45.
Short dated options are down 95%+ with leaps down 40%+.
Intel is the perfect example of “Stocks don’t move in a straight line…↗
Jan 23
Serenity — @PhotonCap @jukan05 If the moonshot (which is massive price hikes on InP like HBM) fails, then $AXTI increases revenue from capacity expansion from Northland's $100m raise and it…↗
Jan 22
Serenity — @0x_ysn Not really related to memory since $AXTI is for photonics inp bottleneck in a few months time.
We’ll see how many months of feedstock/precursors Western companies have + u…↗
Jan 21
Serenity — @taKong2024 Nothing, it’s just normal volatility with $AXTI since it has random 30% movements↗
Jan 20
Serenity — @mattrw25 Thanks for calling me out on that.
A lot of people messaged me privately that posting a thesis during after-hours/overnight would make things a lot worse due to lack of…↗
Jan 20
Serenity — @jliljliljlil $AXTI moves up and down randomly 20%, I just hold it instead of trying to trade it.↗
Jan 19
Serenity — @bennybigbull I originally had two examples with $LPTH and $AXTI in depth writeups but the article got too long so I trimmed one of them.
But yes Lightpath for Germanium is one of…↗
Jan 18
Serenity — @gauchos805 $WOLF was probably the most interesting one up there after restructuring.
$LPKFF also for glass substrates and they own the laser induced deep etching at a $169m MC,…↗
Jan 18
Serenity — Personal TLDR research.
Western supply chain bottlenecks like $LPTH and $AXTI:
$MTRN - Beryllium (Spor Mountain)
$HALEU - Uranium | SMRs
$ESE - Space fuel tanks (through Va…↗
Jan 18
Serenity — @anzo_impact Thanks, a lot of people see the news but majority don’t really see second-third order effects on markets or can come to actionable insights.
Often times it’s complete…↗
Jan 17
Serenity — @crux_capital_ Great writeup! I'm sure all players benefit both in engineering workarounds like $POET and $ALMU as well as the bottleneck itself like $AXTI.
Lot of opportunities…↗
Jan 17
Gaetano — @aleabitoreddit Great reporting Serenity! Last week I wrote a full article on the positioning of $poet, $almu, $cohr and $axti in regards to the InP constraint
Hope you could giv…↗
Jan 17
Gaetano — Pretty much sums up my entire thesis I wrote on the 7th!
$POET $ALMU $LITE $COHR
Here are excerpts from the full piece -
The Infrastructure Crisis
Artificial Intelligence creates…↗
Jan 17
Serenity — @KAnalyser1 Good question, I didn't put 1+1 together at the time and missed the one-hop relational impact with $AXTI.
My take is basically, no impact short/medium term, but le…↗
Jan 17
Serenity — @truncateit I actually believe in my thesis so I cost average up on stuff like $AIRO and $LPTH.
But if you're curious yes I still have $OSS, $AIRO, $LPTH, $SSYS, $AXTI, $VLN, and…↗
Jan 17
Serenity — @itsakek It's a neutral development.
Craig-Hallum's $AXTI $26 PT "Buy" analyst report and Trump's executive order for InP supply control is just reaffirming the thesis.
Majorit…↗
Jan 17
Serenity — Executive Order: "President Trump orders HieFo to divest indium phosphide assets"
A follow-up report on the Jan 2nd EO shows that President Trump targeted HieFo's InP wafer fabric…↗
Jan 16
Serenity — @goosedf Yes? $AIRO for drones, $OSS for edge, $SSYS for robotics, $AXTI for AI bottlenecks, $LPTH for defense bottlenecks and $VLN for mispricing were the most recent posts.
I’m…↗
Serenity — @momobazz In general, if you're waiting for Boston Dynamics Atlas to be at scale already, you're probably a little late.
I like to post my thesis at the start before any moment h…↗
Jan 15
Serenity — @pepemoonboy Yeah my AI bottleneck one in $AXTI has been doing well.
Up 78% since posting and 20% today.
AI bottlenecks are pretty obvious but robotics ones like $SSYS are very u…↗
Jan 14
Serenity — @soulbiri1 Nice! $LPTH is my favorite long of 2026 so far! I never thought I’d find something that would beat $NBIS.
It’s also safer than $AXTI since it’s US supply chain this ti…↗
Jan 14
Serenity — @pepemoonboy Appreciate it. I found that $LPTH was the US $AXTI basically and all the top military contractors from Andruil, Lockheed, L3Harris, $ONDS, and everyone were switching…↗
Jan 14
Serenity — @platochi $LPTH is genuinely incredible. They own the monopoly on the alternative to a critical raw material that China just choked off.
China produces ~60-70% of the world’s Germ…↗
Jan 14
Serenity — @Skineeman My opinion around $POET and $ALMU is that inp workaround is 2-3 year timeframe in 2028-2029.
They dont have hyperscaler qualifications and aren’t in modern ASIC archit…↗
Jan 14
Serenity — January is wild.
Not even joking, many of my picks are up 60%+ over the past few days.
Didn’t even include $AXTI +60% or $VLN +60% in the charts.
While leaving out smaller ral…↗
Jan 13
Serenity — @pepemoonboy Bruh $AXTI and $OSS was barely mentioned until 2 weeks ago.
1. $SIDU ($222m) - Vertically integrated LEO satellite as a service company. They build satellites, but…↗
Jan 13
Serenity — @jukan05 Interesting analyst note regarding InP supply chains for $AXTI and $LITE.
It does provide the counter argument for the recent export control’s lack of disruptions on opti…↗
Jan 12
Jukan @COMPUTEX — GF Overseas Electronics & Communication
AI Network: Short-term Disturbances Do Not Alter the Long-term Trend
Recent Supply Chain Concerns
Recently, due to China’s slower approval…↗
Jan 12
Serenity — @SharesGem $AXTI literally swings 50% every day. Could be $35 tomorrow or $12.5↗
Jan 12
Serenity — @_stockResearch Thanks, I'd like to take credit as one of the first ones to publicly post the thesis around $AXTI.
This is just institutional validation regarding very conserva…↗
Jan 12
Serenity — @_stockResearch Thanks, I'd like to take credit as one of the first ones to publicly post the thesis around $AXTI.
This is just validation at start, but my main thesis is around…↗
Jan 12
Serenity — @trodoszalay Yep, same as $VLN. The most money to be made is when you discover things others don't.
I feel like everyone complains about "Why didn't you tell me about this stock…↗
Jan 12
Serenity — Just in: Craig-Hallum re-rates $AXTI to "Buy" with a $26 price target, a 160% increase.
They stated AXT benefits from a "trifecta of dynamics" that put:
- constraints on competi…↗
Jan 12
Serenity — @jdrewburke $AXTI is the main beneficiary of China's export controls on Japan as a double edged sword from short term revenue hit but medium-longer term control over supply chains.…↗
Jan 12
Serenity — @Skypioneer11 I think you're confusing me with @zephyr_z9, I've always liked $AXTI↗
Jan 12
Serenity — Markets are witnessing a supply shock happen real time with InP.
Here's the timeline this week:
Fastmarket Research, 2025:
US-based $AXTI and Japan's Sumitomo control nearly…↗
Jan 12
Gaetano — When I build my photonics portfolio, I like a mix of stages and a mix of where each company sits in the buildout
I think of it as 4 buckets
Bucket 1 - Executing now. Scaled earni…↗
Jan 11
BULL OF BRITAIN — While $AXTI and $SMTOY are "Geopolitical Hostages" $ALMU is building the bypass. By growing Quantum Dots directly on 300mm American silicon, they aren't just out-engineering coppe…↗
Jan 11
BULL OF BRITAIN — This lead to companies like $SMTOY and $AXTI with ugly fundamentals and opaque geopolitical risks. To fall into a major role of the AI stack. Premium selling to hyperscalers. Indiu…↗
Jan 11
Serenity — @ChiefLiquidity Markets are extremely dumb sometimes. $CRDO cable color changes was the perfect example.
Just this past two weeks there was also $VLN trading close to 1:1 with cas…↗
Jan 9
Black Panther Capital — @growwithleo7 No but the others. Was not quick enough to catch $AXTI. Can’t catch them all 😅↗
Jan 9
Black Panther Capital — I’m seeing bottlenecks everywhere.
power, substrates, drones.
$IREN, $NBIS + $AXTI + $ONDS = 2026 leaders.
Portfolio without them = missing boat.
NFA.↗
TheValueist — $AXTI $5016 $SMTOY $IQE The post makes 4 linked assertions and then draws a strong conclusion: 1) Sumitomo Electric is a Japanese supplier of indium phosphide-related materials; 2)…↗
Jan 9
Serenity — @trodoszalay Yep, similar take. I don't know what's going to happen, I'm just speculating that there's an extreme bottleneck over the next few months.
And I'm pointing out that m…↗
Jan 9
Serenity — @trodoszalay Export controls is the biggest risk. But their two biggest competitors over in the Japanese supply chain just got export control banned.
So now $AXTI and by one hop,…↗
Jan 9
Serenity — We’re seeing third order effects in markets with $LITE, $AAOI, and photonics having a bloodbath, dropping 10%+.
It’s multifaceted, with sector drop from Sandisk -10%+ and others s…↗
Jan 9
Serenity — @moninvestor Thanks! $OSS and $AXTI are smaller parts of my portfolio. I should have taken larger position sizes though in hindsight.
Most of my gains came from portfolio margin i…↗
Jan 9
mon — @aleabitoreddit 😱
Congrats on $AXTI & $OSS. You made great move this year.↗
Jan 9
Serenity — @MarkosAAIG Just to give some perspective: There's two different bottlenecks. $AXTI sits in the middle of two.
InP Feedstock - Duopoly (Vital, $AXTI with China controlling ~78%-8…↗
Jan 9
TheValueist — $AXTI $5016 $SMTOY $IQE AXT, Inc. disclosed a preliminary 4Q25 revenue range of $22.5 million to $23.5 million, attributing the shortfall primarily to fewer-than-expected export co…↗
Jan 9
Serenity — @MRWahdy @beauty_oe ^ clarification, $AXTI controls the price. Regarding quantity, that was referring to controlling majority of the InP supply chain.
They have a certain amount…↗
Jan 9
InvestmentGuru — $AXTI drops near 20% AHs on:
- Lowered Q4 2025 revenue expectations to a range of $23M midpoint, from $27m-$30m.↗
Jan 9
Serenity — @MRWahdy @beauty_oe For Q X P, $AXTI controls both quantity (regulated monopoly) as well as price (monopoly at scale) for the AI buildout with photonics after China's export contro…↗
Jan 9
Serenity — @MRWahdy @beauty_oe Standard modeling like NTM breaks when there's extremely unconventional bottlenecks like HBM with $MU or Sk Hynix.
HBM demand is so inelastic rn that buyers a…↗
Jan 9
Serenity — @Kevihaiceth I'm still chuckling if the market wants to price in $AXTI revenue recognition timing from 2024 contracted backlog over current structural demand.
But a lot of the AH…↗
Jan 9
Serenity — @MRWahdy @beauty_oe $AXTI secured $100m from Northland for capex expansion, deferred FCF from $5m of contracted revenue from 2024 or early 2025 does not make a material difference.…↗
Jan 8
Serenity — @Buncahn Sure, I’m not here to convince you I’m just posting my own thesis about $AXTI.
The nuance I’ll point out is that this is levered to the AI buildout that hit the copper wa…↗
Jan 8
Serenity — $AXTI TLDR: people are overreacting to contracted revenue from over a year ago being deferred by a quarter.
There was no forward revenue guidance reported here.
I care more about…↗
Jan 8
Gaetano — Here is my active and updated photonics watchlist:
$AAOI ~$30
$ALMU ~ $17
$ANET ~ $110
$AVO ~ $320
$AXTI ~ $14
$CIEN ~ $170
$COHR ~ $170
$CRDO ~ $120
$FN ~ $370
$GLW ~ $78
$LITE…↗
Jan 8
TheValueist — $AXTI Well, not the end of the world now. I will probably still stay away. Stock down 32% after hours on this news.
AXT (AXTI) reported preliminary Q4 revenue of $22.5 million to…↗
Jan 8
Serenity — @itsdsha It’s been a solid 13 days since posting about the substrate bottleneck happening now.
I’m seeing something different with SMM prices and increased future pricing power w…↗
Jan 8
mon — $AXTI revises down Q4 revenue estimate, shares down.
-28.08% After Hours.
This is a reminder that no stock moves in a straight line.
+989.87% in the past 6 months. https://t.co/…↗
Jan 8
Serenity — @william_R2Rclub Yeah I was laughing a lot that $AXTI got sold off on 2024-early 2025 contracts + 1Q deferral when forward estimates matter the most during the actual shortage/pric…↗
Jan 8
Serenity — @DivGuru They can, and this bottleneck flows downstream and hurts $COHR to $LITE capacity ramp into $GOOGL to $MSFT.
Especially given $AXTI will be monopoly status in a few quarte…↗
Jan 8
Serenity — $AXTI drops 29.54% AHs on:
- Lowered Q4 2025 revenue expectations to a range of $23M midpoint, from $27m-$30m.
Thoughts: this is immaterial to the bottleneck issue since price sh…↗
Jan 8
Daave “3 and 30” Tepper — Never kid yourself, China will always trade at a discount to US peers.
$ACMR investors know this trading at 1/3 the value of its Shanghai subsidiary
$AXTI holders learning the h…↗
Jan 8
Gaetano — 🚨Later today I will update my watchlist
$POET $LWLG $AXTI $ALMU $LITE $COHR
After a day of hard selling across some of these names
And a day of big gains for others
I want to q…↗
Jan 8
Serenity — @AlphaAllegro $POET is basically nonexistent for the $AXTI 1-2 year InP bottleneck for 2026-2027 and current asic/GPU architectures but it’s one of the engineering workarounds to l…↗
Jan 8
Serenity — @Rod2ZEROnBACK This is likely all institutional movement, and a lot of hedge funds realizing $AXTI's InP monopoly position + trying to enter the trade following Northland $100m fun…↗
Jan 8
Serenity — You're watching the InP "bottleneck" play out real time while hyperscalers scramble for material.
7-N Indium (required for photonics) is now parabolically exploding on SMM, reachi…↗
Leveraged Cat — $AXTI is a trade on bottleneck dynamics resolving favorably through export permits
$ALMU is an investment in the technology that makes those bottleneck dynamics obsolete↗
Jan 8
InvestmentGuru — Some of the stocks that can benefit
$LMT, $NOC, $RTX, $GD, $BA, $TXT, $HII, $AXTI, $ONDS, $RDW,↗
Jan 8
InvestmentGuru — $AXTI continues to stand out with impressive relative strength in a choppy market. While many stocks are consolidating or pulling back, AXTI is holding its gains firmly and showing…↗
Jan 8
Serenity — @HenryKengie FYI 7n prices are exploding on SMM (and it trades at an even higher premium in US markets)
It's a critical material used in:
- Hyperscaler optics (TPU pods, etc)
- Op…↗
Jan 8
Serenity — @svartahingsten5 TAM for InP substrates was few hundred million previously since it was a niche telecom commodity.
Most analysts or charters model this wrong since it's not linear…↗
Jan 8
Serenity — @teslabulltr This is probably the first time in history all the world's trillion dollar hyperscalers are bottlenecked by such a tiny company in $AXTI.
And that company would have…↗
Serenity — $AXTI is effectively a monopoly for InP, and the single point of failure for the AI buildout for:
- Nvidia ($4.6T)
- Microsoft ($3.59T)
- Meta ($1.64T)
- Amazon ($2.57T)
- Google…↗
Jan 8
Serenity — @jaysyoon So this is pretty nuanced but i'll try my best to explain:
1) It's actually a ban. Not just export controls. This refers to anything related to military end-users or for…↗
Jan 8
Gaetano — The AI Buildout and the InP supply constraint $AXTI
$POET $ALMU $LWLG $COHR $AVGO $LITE
AXT is seeing a tsunami of demand for their InP wafers with a record $49M backlog as they d…↗
Jan 8
InvestmentGuru — $AXTI has been on an incredible run — up ~50% in just 5 days, 100% in one month, and nearly 10x over the last 6 months. This kind of move reflects a powerful combination of momentu…↗
Jan 7
Serenity — @twplsource I don't want subscribers or want to sell anything to followers!
Made my profile out of pure interest testing my own thesis against the markets and getting fulfillment…↗
Jan 7
Serenity — @NEgleston @jaysyoon If $AXTI is not able to export to US, then there are bigger problems to worry about regarding the AI buildout
It's a huge threat to America which is why hyper…↗
Jan 7
Serenity — @shahriar_m1031 $AXTI is just getting started imo. This is only beginning the ramp up after the export control nuke on Japan's supply chains.
This is single point of failure and a…↗
Jan 7
Serenity — @jaysyoon So this is just my perspective on this. Lot of things have changed since the last earnings call,
1. Price of 7n Indium feedstock has started to spike on SMM and we're se…↗
Jan 7
InvestmentGuru — $AXTI what a move from here, when I post this one it was around $15↗
Jan 7
Gaetano — Finishing up my $AXTI report ASAP
Hopefully by tonight.
But don’t want to rush the diligence
Will post snippets on X and full article on Substack↗
Jan 7
Serenity — @timskripe I mean most of my posts from $AXTI and $AIRO are novel information synthesis based on public info.
So makes sense if stuff like AXT goes up 100% once markets find out i…↗
Jan 7
Serenity — @pepemoonboy Appreciate the shoutout and looking good so far on your option selling challenge!
It’s definitely been fun watching $AXTI and $AIRO recently. Curious how $OSS does n…↗
Jan 7
Serenity — @B38B37 $AXTI and $AIRO have been hilarious to watch both are up 50%+ in a week or so.
I’m pretty bullish on $OSS though after looking into company, esp. Venezuelan invasion and b…↗
InvestmentGuru — $AXTI is an interesting long-term semiconductor materials play tied to the growth of AI, data centers, and high-speed connectivity. The company specializes in compound semiconducto…↗
Jan 7
Serenity — @zephyr_z9 I mean hasn't $MRVL announced an AEC killer with Alaska A like 4+ different times now since 2022? I treat it like $AMD saying they'll finally beat $NVDA with each gen re…↗
Jan 7
Serenity — @itsDanielWu Tons of people misinterpreted the "cableless comment", though the main drop was the $AMZN color change misinformation.
So you've nailed the bear case for $CRDO, but w…↗
Jan 7
Serenity — I've added $CRDO on the 25.7% drop, taking advantage of CES misinformation.
1. Large drop initially was because investors spotted orange and blue cables in $AMZN DCs (implying $CR…↗
InvestmentGuru — Some Big Green Stocks today
$SIDU
$SKYT
$AXTI
$RKLB
$ASTS
$OKLO
$ZETA
$PATH
$OPEN
$NVTS
$CRML
$ABCL
$TSSI↗
Jan 7
InvestmentGuru — 𝗧𝗵𝗲 𝗟𝗲𝗮𝗱𝗶𝗻𝗴 𝗦𝘁𝗼𝗰𝗸𝘀 𝗶𝗻 𝟮𝟬𝟮𝟲
Markets in 2026 are being driven by AI infrastructure, semiconductors, energy transition, aerospace, automation, and digital plat…↗
Jan 7
Serenity — @gemm_fc Very little risk for 2026 calendar year. Made some comments here.
If $AXTI stopped exporting InP substrates, the AI buildout would not be able to ramp.
AXT would effect…↗
Jan 6
Serenity — @jvthed210725 Not really, the US will engineer around the InP substrates bottleneck eventually.
It’s just that for 2026-2027 with the current architectures, they’ll be heavily rel…↗
Jan 6
Serenity — @Raine461 $AXTI is effectively a single point of failure monopoly after China crippled Japan’s InP substrates supply chains with export controls.
The future AI buildout relies on…↗
Jan 6
Serenity — Nvidia CEO said today that the “Memory Bottleneck is Severe”
SK Hynix ($330B)
$MU ($355B)
Samsung ($595B).
Wait and see the look on everyone’s face when they find out the entire…↗
Jan 6
Gaetano — Currently working on 3 articles:
1 - $AXTI and the InP shortage + alternative paths
2 - A roadmap of all the major photonics companies I track on this account like $LITE $POET $C…↗
Serenity — @miketxpatriot This is definitely not a good thing for the AI buildout because the whole AI supply chain eg. $LITE, $COHR -> $GOOGL, $NVDA others suddenly became dependent on a sin…↗
Jan 6
Serenity — @halldj00 It's a double edged sword. $AXTI likely cannot export to Japan anymore so it loses revenue there.
However, Sumitomo and the other substrate makers would not have the ma…↗
Jan 6
Serenity — If you’re wondering why $AXTI is up 14%, China probably read this and sent an export control nuke to its only other competitor.
AXT just became the monopoly of the InP substrates…↗
Jan 5
Serenity — "FinX vs Wall Street" report
This is FinX 15, a weighted port of the most popular names:
1. $ONDS +33.26%
2. $SKYT +27.46%
3. $TE +22.62%
4. $MU +13.98%
5. $ASTS +13.24%
6…↗
Jan 4
mon — The best stock of 2026 will probably be the one no one is talking about today.
Last year it was $PL, up 360%, and $AXTI, up 640%.
Right now, almost everyone is talking about the…↗
Jan 4
Gaetano — 🚨What Photonics Companies Should I buy?!
$POET $LITE $COHR $AXTI $MRVL ...
You'll want to save this post.
It's no secret that the Photonics trade is here for 2026
Many tickers…↗
Gaetano — 🚨Tomorrow I am going to post my Photonics watchlist!
$POET $LITE $COHR $AXTI $MRVL $CIEN
Along with price levels I would consider adding as a swing trade.
There are about 15 co…↗
Jan 3
Serenity — @Colby17201470 Parallel to InP substrates with $AXTI, I've been ordering the upstream materials for Dominoes Pizza since I myself am a hyperscaler.
We should see my orders mate…↗
Jan 3
Serenity — @AbelAmos No clue about revenue estimates but two things about $AXTI.
1. They now have $100m to fund capacity expansion (direct revenue increase) and should be capped out on sales…↗
Serenity — @GekkoNY If $GOOGL wants to build more TPUs, they need $LITE’s for OCS. $LITE needs $AXTI substrates (est. 30% of merchant market, CEO says 40% of InP supply chain). $AXTI needs th…↗
Jan 2
Serenity — @Nichola30641241 Something retail probably doesn't know is that China announced a 1Y suspension of its total export ban on gallium and germanium to the US, effective until Nov 27,…↗
Jan 2
Serenity — The InP substrate shortage and "Spread" Arbitrage - $AXTI
Market research is showing InP and optical components to become analogous to the HBM shortage and price craze.
The initi…↗
Jan 2
Serenity — @AustinAver70395 No risk there. It's routine procedure since one of $AXTI's board members passed away sadly.
Northland and others wouldnt give them $100M to fund InP substrate ex…↗
Jan 2
Gaetano — What is one question you have above Optics or Copper?
$CRDO $AXTI $POET $LITE $COHR
Last week I did a Q&A that people really enjoyed
So let's do another, but with really specifi…↗
Serenity — @retail_mourinho Thanks! Hope you’ve had a great new years
Lot of the discussion in around private markets but the same thesis around bottlenecks with $AXTI or $SHMD is highly rel…↗
Jan 1
Gaetano — Newest report is in the works!
If you are tracking photonics/optics companies like
$POET $LITE $COHR $AAOI $AXTI etc
This is the read for you.
Here is the opening that I have…↗
Jan 1
Serenity — 2026 Newsletter.
Thematic Investments: Evolution, Disruption, and Bottlenecks
1. Soft Robotics - Evolution to $TSLA, $ONDS, Boston Dynamics.
2. SiPh - InP Bottleneck | $AXTI, $…↗
— @tailrisked Not quite. I personally think it's a great company but there's nuances.
Substrate prod is only a small fraction of Sumitomo's total revenue since it's already a massiv…
Serenity — @1LoneObserver $COHR is amazing and probably the leading US company for InP substrate prod with their new 6in wafer fab.
Two nuances:
1. Their production is nowhere close to…↗
Dec 30
Serenity — @B38B37 Just to make a correction to the Indium price above
6N grade Indium (Jan 2024, Jan 2025, Dec 2025) ~$680 / kg -> ~$840 / kg -> ~$1,110 – $1,350 / kg
7N grade Indium…↗
Dec 30
Serenity — When I made my WSB post, I'm half joking about $AXTI.
But not about the extreme bottleneck and InP supply shock.
This is a call on critical materials game theory.
If we see m…↗
Dec 29
Gaetano — I've gotten a few versions of this comment on Photonics
$LITE $AAOI $POET $MRVL $COHR $AXTI
Is there interest in me creating another post about:
An overview of photonics (easy t…↗
Dec 29
Serenity — $AXTI CEO - “We are 40% of the Indium Phosphide supply chain”
Has there ever been a company this small ($700M) that controlled a critical bottleneck for a multi-trillion dollar in…↗
Dec 29
Serenity — @zephyr_z9 I can see that if you look at China domestic markets only but not western AI ramp. So two things:
One is extreme ramp in general. Hyperscaler demand will always outstri…↗
Dec 29
Serenity — @DonkeyCapital69 Uhh, from my own personal research so far, to cover all grounds I’ve liked:
1. $AXTI at the very bottom of the entire supply chain + 1/3rd of InP substrates 1/4th…↗
Dec 29
Serenity — @zephyr_z9 Sumitomo is subject to hikes in InP prices though if $GOOGL goes direct to $DOWA or others for feedstock.
$AXTI owns the whole supply chain, and a huge portion of lase…↗
Dec 29
Serenity — @RyanMDorsey23 This is a research note on point failure of the entire AI buildout in $AXTI/China from both substrate production and laser-grade Indium Phosphide. I’m not doing valu…↗
Dec 29
Serenity — @gunnaosrs Don’t think hyperscalers understand the danger yet. $COHR is the leading “virtually integrated” American company. But the risk is it’s still stuck in the bottleneck for…↗
Dec 29
Serenity — "Bottleneck within a Bottleneck": Indium Phosphide
$AXTI | $SMTOY is a duopoly.
They control 60%+ of the world's InP substrates as the bottleneck of the AI buildout.
What's ev…↗
Dec 28
mon — The best performer of 2026 is likely to be the one no one is talking about today.
Take a look at the top performers of 2025 YTD:
$AXTI +608%
$SNDK +594%
$PL +387%
Now look at som…↗
Serenity — @dr_lmfao_ Yeah absolutely, I’m working on a model to normalize ownership of indium phosphide for just laser grade feedstock from private vertically integrated players like $AXTI v…↗
Dec 28
InvestmentGuru — $AXTI on the rise!
Strong AI & data center demand is fueling record Indium Phosphide revenue and a $49M+ backlog. Gross margins are soaring, technicals look solid, and AXT is beco…↗
Dec 28
Serenity — @Mexicancik1 So I’m not advocating for buying $AXTI since there’s significant risks with China supply chains but just clearing up misconceptions.
If a stock “already-ran” it’s imp…↗
Dec 28
Serenity — @crux_capital_ Agreed, for traders, this should be an interesting opportunity like Lithium in 2021 when EVs came about or HBM currently with Sk Hynix and Micron if people recognize…↗
Dec 28
Gaetano — This post is FULL of valuable insight
It's clear that there is so much interest in Photonics
If you share that interest I highly recommend saving this post I tagged and coming ba…↗
Dec 28
Serenity — @SwanShapedBird There is a lot risk with $AXTI for sure. That’s why it’s valued like a penny stock at $700m and not $30B+ like $SMTOY despite being both vertically integrated and o…↗
Dec 27
Serenity — @Qreiseck I will donate to a charity if your choice if you can point out where you realized a $700m microcap company like $AXTI was the bottleneck for the entire AI sector.↗
Dec 27
Gaetano — @valleyinvesting Hey man, I don't like to give reccs but I'll just tell you what I have bought from the companies that I publicly talk about.
Over the last few months I've bought…↗
Dec 27
Serenity — @trusited Grok is likely conflating wafer fab with InP substrate manufacturing. $AVGO's penn fab still requires InP substrates from Sumitomo, $AXTI, or JX to build the lasers (henc…↗
Dec 27
Serenity — @VulcanMK5 Yep, $LITE and $COHR are amazing and are up quite a bit since they tons pricing power.
Go few levels deeper into $AXTI (vertically integrated), Sumitomo -> Dowa, etc…↗
Dec 27
Serenity — The "InP Chokepoint": The Bottleneck of the AI Buildout explanation:
The future of $NVDA Blackwell, $META MTAI, $GOOGL TPU, and $MSFT Maia ramp is tied to:
A $700M small cap $AXT…↗
Dec 27
Serenity — @cryptoleek Exactly. You just out why I'm sounding all the alarm bells to @sama, @sundarpichai, @satyanadella and Western AI leaders about huge InP substrate shortages/bottlenecks…↗
Dec 27
Serenity — @Buncahn That’s what’s so incredibly alarming, that the Western AI buildout might be held at choke point by an obscure $700m company like $AXTI and $SMTOY.
InP substrates were inc…↗
Dec 26
Serenity — @Apollo_21mil It's multifaceted. However, InP is EXTREME because $AXTI and $SMTOY control roughly 60%+ of this critical global supply.
The industry's shift from copper to photonic…↗
Dec 26
Serenity — @DigestingX That’s for you to figure out.
I’m just highlighting how two companies (one of which is worth $600m) happens to be the bottleneck of the entire AI trade in the near fu…↗
Dec 26
Serenity — @Yalovenko Thanks, we might not see a InP substrate bottleneck yet, but we’ll likely see it when hyperscaler ASICs (TPU, Trainium, Maia, etc.) ramp up -> supply strains like memory…↗
Dec 26
Serenity — @thgstar2 Disclosure: I have positions in $LITE, $AAOI, and $AXTI in the photonics sector.
From my own personal thought process, if I see the entire AI industry and players like $…↗
Dec 26
Serenity — @HyperAICapital HBM was a critical bottleneck in 2025 and we've seen that with $MU and SK Hynix.
Just researching components used for future hyperscaler ASIC deployments, the whol…↗
Dec 26
Serenity — Warning: The entire AI industry will likely be bottlenecked by two companies:
1. $AXTI ($700M)
2. $SMTOY ($31.7B)
Which both control 60–70%+ of the world's InP substrates.
Futu…↗
Dec 25
TheValueist — $AXTI AXT: Navigating AI Demand and China Export Controls
AXT, Inc. is a compound semiconductor supplier currently navigating a high-growth cycle driven by AI data center demand,…↗
Dec 25
TheValueist — $AXTI AXT: Navigating AI Demand and China Export Controls↗
Dec 25
TheValueist — Thanks for the heads-up on $AXTI. Outside of my focus area, but it's great to learn more about the optical networking supply chain. I'll share my work on it.↗
Dec 22
Serenity — @manukafirth Another good one is $AXTI which is the materials supplier for $LITE / photonics. $500m mc↗