Last Updated 19:00:00 ET
Everything's gone quiet around $AXT(AXTI.US) suddenly?
They're still a vital InP substrate bottleneck:AI capex ↓More GPUs↓Optical interconnect↓Optical transceivers (800G → 1.6T → 3.2T)↓Each transceiver.............................................
Interesting photonics selloff today on no news?
$Lumentum(LITE.US) down -4.95%$Applied Optoelectronics(AAOI.US) down -4.85%$SIVE down -14.8%$SOI down -5.73%$AXT(AXTI.US) down -8.13%$IQE down -12.13%I t........................
This timeline of getting banned on $Reddit(RDDT.US) WSB for posting about $AXT(AXTI.US).
That stock going up thousands of percent.Then becoming the #1 most subscribed to person on X feels kinda like a ......
Next year… I’m expecting there to be many articles about FAU + component bottlenecks.
Especially as the new CPO architecture led by $NVIDIA(NVDA.US) + $Taiwan Semiconductor(TSM.US) starts to scale.Then...............
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 only to frontrun the curr...............................................................
Random CPO related names I like:
- $SIVE- Foci (3363)- $Tower Semicon(TSEM.US)- Browave (3163)- PCL (4977)- $AXT(AXTI.US)- Msscorps (6830)- $IQE- Shunsin (6451)- Furukawa Electric (5801)- $Macom Tech(M..............................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 $AXT(AXTI.US), $SOI, or $IQE.I'm not sure if it's just luck with timing.Or if...
$AXT(AXTI.US)I have strong faith in this! However be prepared for volatility
I think this is just $Lumentum(LITE.US) corporate wording for:
“We don’t have enough InP substrates”. Remember I sad last year that as photonics ramps up, $AXT(AXTI.US) will just keep growing as a crit...
Last year I called out $Lumentum(LITE.US), $Coherent Corp.(COHR.US), $Applied Optoelectronics(AAOI.US), $AXT(AXTI.US), and Innolight before the supercycle...
This year: Found $SOI, which was the SiPH .....................