- Positions
- 2
Opened position · Apr 3, 2026
AXTIEntry: $52Current return: +25%Went long $AXTI at $52, 1193% above the run's low. The trade is up 25% from entry.
Entry to peak
+177%Entry
$52
Apr 3, 2026
Peak
$143
May 26, 2026
Current price
$64
+25%now
- Entry vs the low
- 1193% above the low
- low $4.00 on Oct 10, 2025
- Max drop since entry
- −74%
- May 26 → Jul 29, 2026
- Current price
- $64
- +25% from entry
The journey
Trade 1
LongEntry to peak +177%Ranked trade30D return +86%Opened position
Long AXTIEntry: $5230D return: +86%Apr 3, 2026, 13:15 UTC
@nilsonios @aleabitoreddit Currently names like $AXTI, $AAOI, Samsung, $SOI and $TSEM make up a significant chunk of it Then some other fun trades on the side too!
Trade 2
LongEntry to peak +10%30D return −46%Opened position
Long AXTIEntry: $10630D return: −46%Jun 3, 2026, 19:29 UTC
Everything's gone quiet around $AXTI suddenly? They're still a vital InP substrate bottleneck: AI capex ↓ More GPUs ↓ Optical interconnect ↓ Optical transceivers (800G → 1.6T → 3.2T) ↓ Each transceiver needs EML/DFB/CW lasers ↓ Those are fabbed on InP substrates ↓ $AXTI (and Sumitomo) supply the substrates Near term story is 800G/1.6T pluggables. CPO inflection will be "late 2027 and beyond" (management guidance). With 2X InP capacity by end of 2026. I.e. demand > supply. And fresh capex in 6-inch InP R&D for next-gen EML/SiPho: Larger diameter = more die per wafer = lower unit cost + is required by some advanced device roadmaps. But ofc, a ton of pricing-in has happened already: Probably looking further ahead to 6-inch InP ramp for 1.6T and probably even CPO (2027+ story). Personally don't see anything wrong with trimming at these levels (I did last week to rotate some gains elsewhere) But keeping some exposure makes sense imo since a ton of capex flows direct to them. So we should see a QoQ improvement in reported earnings as backlog converts etc.
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More journeys on $AXTI
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