---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41903080.md"
description: "Those who didn't buy Nokia when it was 8 yuan, axti is now 100, which is exactly the time of $Nokia Oyj(NOK.US)$AXT(AXTI.US)As Beijing allows axti to export INP, the profits brought by 8-inch substrates will be beyond imagination. Because for this essential optical material, the most high-end 8-inch wafer costing $8,000 each, only axti in the whole world can produce it. Japan's Sumitomo for 6-inch wafers will be severely suppressed by Beijing in export approval for raw materials. Without raw materials, not even half an inch can be produced. It can be foreseen that the 6-inch market will also be snatched by axti. No matter if it's pluggable, CPO, NPO, or silicon photonics, all paths will have to use axti's products. No technical route can bypass it."
datetime: "2026-06-16T04:05:27.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41903080.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41903080.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41903080.md)
author: "[小沃什的交易员](https://longbridge.com/en/profiles/17010280.md)"
---

# Those who didn't buy Nokia when it was 8 yuan, axt…


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## Comments (14)

- **水人波高 · 2026-06-16T15:11:11.000Z**: Why are you going back? Didn't you say it was taking off?
  - **水人波高** (2026-06-16T16:22:12.000Z): 😂
  - **小沃什的交易员** (2026-06-17T01:29:03.000Z): Patience
- **大鹅要有纪律 · 2026-06-16T14:17:38.000Z**: Wanted to ask, if you don't have a position in this stock, how much is suitable to establish a base position?
  - **小沃什的交易员** (2026-06-17T01:29:16.000Z): The money is in your hands.
- **赚点零花钱2026 · 2026-06-16T12:34:29.000Z**: Ask the experts, for small-cap stocks like axi, what's the typical position size? I bought 5% at a price of 110.
  - **小沃什的交易员** (2026-06-17T01:29:52.000Z): Pray to the gods and ask for guidance
- **韩立的交易员 · 2026-06-16T07:22:18.000Z**: @Grok AI Is what he said correct?
- **石油工人黄老板 · 2026-06-16T05:24:13.000Z**: What about Nokia? Should we just sell and run, or keep holding it, bro?
  - **小沃什的交易员** (2026-06-16T09:15:14.000Z): If you ask, it's a loss.
  - **石油工人黄老板** (2026-06-16T09:44:04.000Z): Continue holding, I'm thinking, I mean, should I adjust my positions, sell Micron and buy this one, because I don't have any positions left? Also, I'd like to ask, it seems like you, boss, buy into a 
  - **小沃什的交易员** (2026-06-16T10:23:01.000Z): Keep money on hand usually.