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…↗
May 2026 · 118 mentions
May 31
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.↗
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…↗
January 2026 · 5 mentions
Jan 9
mon — @aleabitoreddit 😱
Congrats on $AXTI & $OSS. You made great move this year.↗
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
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
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
December 2025 · 1 mention
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…↗
— @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
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 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
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
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
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
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
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
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
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 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 25
InvestmentGuru — Building a Semiconductor Watchlist: 20 Names to Watch
$AMKR — Advanced packaging
$GFS — Mature-node foundry
$LSCC — Low-power FPGAs
$AEHR — Wafer-level burn-in test equipment…↗
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 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
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
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
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
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 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
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↗
Apr 16
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 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
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
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
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…↗
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 4
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↗
Apr 2
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
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/…↗
Apr 1
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
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
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
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 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
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 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
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…↗
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
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…↗
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…↗
Mar 23
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 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
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 16
Wayne Liang — Almost certain $AXTI is going much higher... https://t.co/ntwhx2ecMC↗
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 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 13
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 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 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 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 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,…↗
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
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
TheValueist — $LITE $COHR $AAOI $AXTI sorted by pre. https://t.co/TrlfzG6T1o↗
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…↗