- Positions
- 5
Opened position · Feb 20, 2026
AXTIEntry: $29Current return: +79%Went long $AXTI at $29, 636% above the run's low. The trade is up 79% from entry.
Entry to peak
+387%Entry
$29
Feb 20, 2026
Peak
$143
May 26, 2026
Current price
$53
+79%now
- Entry vs the low
- 636% above the low
- low $4.00 on Oct 10, 2025
- Max drop since entry
- −74%
- May 26 → Jul 29, 2026
- Current price
- $53
- +79% from entry
The journey
Trade 1
LongEntry to peak +387%Ranked trade30D return +84%Opened position
Long AXTIEntry: $2930D return: +84%Feb 20, 2026, 14:48 UTC
@aleabitoreddit $AXTI has been one of my favorite positions to swing with conviction since your first post. Up more than 80% 🫡
Trade 2
LongEntry to peak +87%Closed +45%Opened position
Long AXTIEntry: $38Close P&L: +45%Feb 27, 2026, 17:28 UTC Retrospective trade
@aleabitoreddit I got back to $AAOI, $LITE, $AXTI on today pre market. Wasn’t expecting such a bullish jump on the news +40%+ on $AAOI.
Added to position
Long AXTIPrice: $54Close P&L: +45%Mar 19, 2026, 16:50 UTC
Remember to be greedy when others are fearful. Added into Photonics $LITE $AAOI $AXTI, Memory $MU $SNDK and some Military with $CODA. First trades in a couple of weeks. t.co/LEmU6ZPDQ0
Closed position
Long AXTIExit: $56Close P&L: +45%Apr 8, 2026, 14:43 UTC
This past month has been my wildest in the stock market to date. This has been the most fun I’ve had as well. Become fan of Mexican food now 🌮 I’m taking a break from active trading, tomorrow my wife and I bring a new life to this world and I want to be fully present. I’ll remain long on my core positions Photonics $LITE $SIVE $AAOI $AEHR $AXTI Memory $MU $SNDK Sk Hynix Chips/Foundry Win Semi $ARM $INTC I’ve been long $AXTI sine $16 sold 100% due to potential dilution, will add after that becomes clear what would be the outcome, it still is a bottleneck. I’m sure it will go up a lot more, it is just something I don’t want to hold overnight.
Trade 3
LongEntry to peak +53%Closed +55%Opened position
Long AXTIEntry: $63Close P&L: +55%Apr 10, 2026, 16:19 UTC
Trimmed position
Long AXTIPrice: $68Close P&L: +55%Apr 14, 2026, 13:22 UTC
Closed position
Long AXTIExit: $98Close P&L: +55%May 2, 2026, 22:41 UTC Retrospective trade
April was one hell of a month, the most canonical event for sure was April 7 when the ‘Strait of Hormuz opened’ and we were off to the races. Here is an update of how my portfolio is holding up this month: Core holdings (75% allocation) [For this exercise all entries are equally weighted, in reality they are not] Photonics + 90.67% $SIVE -> +284% $AAOI -> + 77% $MRVL -> +54% (Trimmed 25%) $AEHR -> +85% (Trimmed 25%) $IQE -> -6% (Got in late April) $AXTI -> + 50% (Sold 100%… took an F) Memory + 54.67% $MU + 48% $SNDK +69% Sk Hynix +47% Foundry +23.50% Win Semi +37% $TSEM +10% Chips +52.33% $AMD + 66% $ARM + 42% $INTC + 49% NeoClouds +60% $NBIS +60% (2 trades– exited mid April at +48%, re-entered late April +12%) Equally weighted core holdings performance = 64.85% New holdings 25% allocation (since mid April ) $PDFS +2% $LPKF +60% $M7U + 13% $NVTS + 14% $LWLG + 23% $POET - 15% (still holding) Equally weighted new holdings performance + 16.17% Plus some trades on the side… TRT +80%, XML +60% My portfolio is highly concentrated on the AI buildout, photonics names are doing the heavy lifting. $SIVE alone is making me escape out of the permanent underclass - Thanks S. I only do common stocks and margin up to 30% when a fire sale presents itself. How did you do in April?
Trade 4
LongEntry to peak +35%Closed +4%Opened position
Long AXTIEntry: $72Close P&L: +4%Aug 5, 2026, 15:48 UTC
My all-in stock IS green on a sea of red. I'll give you a hint: it sits in layer 7 of my AI Buildout map. $LITE $AAOI $AXTI $SIVE $CRDO $COHR $FX $MRVL GGGG t.co/tSkUVbd7HI t.co/WWnYLZG0rg
Closed position
Long AXTIExit: $75Close P&L: +4%Aug 19, 2026, 16:37 UTC
Trade 5
LongEntry to peak +43%Current return −15%Opened position
Long AXTIEntry: $62Current return: −15%Sep 7, 2026, 18:31 UTC
Trimmed position
Long AXTIPrice: $64Current return: −15%Sep 16, 2026, 19:28 UTC
Added to position
Long AXTIPrice: $53Current return: −15%Oct 23, 2026, 17:24 UTC Retrospective trade
$NBIS $VICR $LITE $AXTI Who here was part of the retail crowd buying tech this past week? Guilty as charged. I added too. Buying into extreme fear is how wealth gets built over the long run. Now I’m holding into Q1 2027. t.co/JxnS1Uu0Bu
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