- Positions
- 3
Opened position · Apr 11, 2026
AXTIEntry: $63Current return: +2%Went long $AXTI at $63, 1475% above the run's low. The trade is up 2% from entry.
Entry to peak
+127%Entry
$63
Apr 11, 2026
Peak
$143
May 26, 2026
Current price
$64
+2%now
- Entry vs the low
- 1475% above the low
- low $4.00 on Oct 10, 2025
- Max drop since entry
- −74%
- May 26 → Jul 29, 2026
- Current price
- $64
- +2% from entry
The journey
Trade 1
LongEntry to peak +127%Ranked trade30D return +89%Opened position
Long AXTIEntry: $6330D return: +89%Apr 11, 2026, 20:36 UTC
📊 1Y +122%: What Happens When a SiPh Engineer Only Buys What He's Touched $POET $FORM $LITE $AEHR $LWLG $COHR $GLW $MRVL $TSEM $SIVEF $AAOI $CIEN $KEYS $AXTI $SLOIF $BESIY $ATEYY $TER Many of you have been asking what I actually own. So I laid it all out. - 3 accounts, 43 positions, fully disclosed - 58% of portfolio in optical/SiPh value chain - Optical-heavy account returned +196% in 1Y - Every position: weight, return, and why I bought it Behind the paywall: individual thesis for each name, and a short comment on Santec, which I get asked about the most. Quarterly updates for paid subscribers going forward. My thanks to the community members, subscribers, and followers who have engaged and shared insights across X, PIC community, and Substack. Special thanks to Mooni Insight (@Semicon_player) and Serenity (@aleabitoreddit) on X for the inspiration. Link: t.co/qxC9xubwfd
Added to position · 2 times
Long AXTIAvg price: $8430D return: +89%Apr 29, 2026, 14:23 UTC to May 1, 2026, 13:37 UTC
Show all 2 trades
Added at $76Apr 29, 2026, 14:23 UTC Retrospective trade
어제가 찬스였을 지도 어제 저는 $LITE $AXTI $AAOI $GLW 를 주워 담았습니다. t.co/NTtCTC5LHi
Added at $92May 1, 2026, 13:37 UTC
$AXTI 폭등중 전 제 뷰와 같이 pre-market에서, 75.96에 담음. 20프로 이상 수익중. t.co/UAyT4CQElo
Trimmed position
Long AXTIPrice: $10330D return: +89%May 4, 2026, 17:54 UTC
Trade 2
LongEntry to peak +38%30D return −20%Opened position
Long AXTIEntry: $7130D return: −20%Aug 4, 2026, 06:20 UTC
The four biggest rebounds in my portfolio from their respective lows: $AXTI +98%: InP substrates, the essential starting material for lasers and CPO $AAOI +57%: optical transceivers for data centers $AEHR +47%: burn-in and reliability testing for advanced semiconductors $LITE t.co/aKeym6Md40
Trimmed position
Long AXTIPrice: $9530D return: −20%Aug 18, 2026, 06:24 UTC
Trade 3
LongEntry to peak +13%30D return −33%Opened position
Long AXTIEntry: $7830D return: −33%Sep 24, 2026, 18:01 UTC
Repeated ATMs from $AAOI are exactly why I’ve been trimming heavily into strength and rotating that capital elsewhere. One of the names I rotated into was $AXTI. t.co/ED0QFjtp2L
Every trade on the chart
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More journeys on $AXTI
Oliver | MMMT Wealth
+657%Went long $AXTI at $19, 373% above the run's low. The trade is up 240% from entry.
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Serenity
+543%Went long $AXTI at $22, 457% above the run's low. The trade is up 189% from entry.
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Irrational Analysis
+501%Went long $AXTI at $24, 495% above the run's low. The trade is up 170% from entry.
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