#$AXTI is an active hashtag on Bluesky. In the last 30 days, 9 people shared 22 posts with it — around 1 a day. Activity is down 57% versus the previous week, peaking on Jul 31 with 7 posts.

Posts with #$AXTI

Meng Li

@mengli512.bsky.social

6 days ago

Nvidia funded Lumentum and Coherent because InP supply is tighter than DRAM/NAND, yet even together they can't meet demand. What happens when memory prices peak and laser shortages persist? $LITE $AAOI $AXTI open.substack.com/pub/chi….

open.substack.com

Lumentum CEO Warns of Severe InP Shortage

Lumentum CEO warns indium phosphide supply is tighter than DRAM and NAND as Nvidia invests billions to secure lasers for AI data centers amid soaring demand.

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robot2trade

@robot2trade.bsky.social

1 day ago

$AXTI Whale Alert – Bullish Put Sell Big seller of Sep 18 $75 puts Collected $1.4M premium Cash-secured puts = high-conviction price floor Aggressive bullish positioning. @AXTInc #AXTI #Options

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Grandmaster-Obi

@grandmasterobi.bsky.social

3 months ago

$AXTI stock is gaining attention after Grandmaster-Obi’s $11.95 long-term hold alert resurfaces as AI semiconductor, $MRAM gamma squeeze, and $RGC -style retail momentum narratives build. stockmarketloop.com/axti-….

stockmarketloop.com

AXTI Stock Gains Momentum as AI Semiconductor Traders Revisit $11.95 Alert

AXTI stock is gaining attention as traders revisit Grandmaster-Obi's Alert

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Meng Li

@mengli512.bsky.social

3 days ago

Optical chips face a three-way material race—silicon photonics owns scale, TFLN owns speed, ferroelectrics own memory. No single solution wins all. Can heterogeneous integration break the trade-off deadlock? #Optical #chips #TFLN $AAOI $AXTI chippub.substack.com/p/op….

chippub.substack.com

Optical Chips, Undercurrents Surging

This in depth analysis reveals the three tier landscape of photonic chip materials, comparing silicon photonics, TFLN, and ferroelectric PZT/BTO across optical transmission and AI computing scenarios.

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Tiernan Ray

@tiernanray.bsky.social

8 days ago

AXT soars on AI wafer demand: a star is born? People joke about the overnight sensation decades in the making. It seems that way for forty-year-old startup AXT, whose sales of wafers to make lasers are suddenly in overdrive. www.thetechnologyletter.com $AXTI

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Meng Li

@mengli512.bsky.social

5 days ago

Lumentum CEO warns InP shortage may exceed memory chips, with supply 30% below demand and AI orders surging from hundreds to hundreds of millions—yet capacity expansion lags into 2028. Will CPO save the day or deepen the crunch? #InP $LITE $AAOI $AXTI open.substack.com/pub/chi….

open.substack.com

InP: Why the Shortage?

Lumentum CEO warns InP shortage may surpass memory chips. AI data center demand surges, capacity lags until 2028. Learn why InP supply is critical.

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Small Cap Strategist

@smcapstrategist.bsky.social

10 days ago

Most searched small-cap stocks, Wed Jul 29th - $NVTS $ATAI $BTDR $CLSK $SOUN $JBLU $SSYS $SMR $DFNS $CERS $CAAS $BRZE $AXTI $AMR $ALLO - More: crystalequityresearch.com…. - #smallcap

crystalequityresearch.com

Most Searched, Wednesday July 29, 2026 – Crystal Equity Research

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Rude Law Dog

@esghound.com

5 months ago

some of the more fringe stuff like optical names ( $AAOI / $AXTI) still doing well as well as power names closely associated w/ AI

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Arvind Srinivas

@arv9293.bsky.social

3 months ago

I moved beyond just well known stocks into structural global themes: Memory bottlenecks($MU $HY9H $DRAM $SSUN) Photonics ( $AXTI $SOI), Glass Substrates ($LPKF, $SIVE) and Neoclouds ( $NBIS $IREN). Discussing niche plays with this community helped me learn faster than I ever imagined.

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Positioned

@positioned.bsky.social

6 days ago

$AXTI closed at 60.43. A nice pop above its 20-day SMA at 52.39, showing some short-term buying action. But, still trading well beneath the 50-day SMA of 77.52. That longer-term trend remains a hurdle. Bulls need to clear that 50-day to gain real traction. Thread ↓

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v1s1on_3ndl3ss_

@v1s1on-3ndl3ss.bsky.social

7 days ago

20 stocks i’m watching. $ASTS , $RDW , $NBIS , $PENG , $NOK $AIRJ , $AXTI , $COHR , $HIMS , $INTC $NOW, $NVDA, $BB , $AMZN, $LMT , $MU, $AMAT , $ARM , $CBRS $SKHY #Brickell Which one's your highest conviction pick?

v1s1on_3ndl3ss_ @v1s1on-3ndl3ss.bsky.social

Markets On Close Friday, July 31, 2026 #Dow Jones 52,485 +0.53% #Nasdaq 25,373 +1.00% #SP500 7,489.7 +0.70% #RuT 2,931.34 -0.50% #VIX $15.99 -6.44% #Gold $4,098.6-1.49% #Silver $57.78 -2.10% #Bitcoin $63.000 -2.55% #Brickell #RealEstate #Office Market 🤔