Paradis Labs
@ParadisLabs · ×1.0
Apr 30, 2026, 21:27
Bullishscore +0.880· conf 94%· USD 123.40Apr 30, 2026, 21:27
作者认为财报和融资改善显著提升公司扩产能力，并带来很大的潜在上行。
Open original tweetdetected by twitter-stock-ingest
AXTI
NASDAQstockAXT, Inc.
Technology · Semiconductors
Materials and equipment for compound semiconductor substrates and related products.
KOL voices
3
17 mentions total
Average tone
+0.55
Net bullish
Bullish share
88%
15 of 17
Last mention
1d ago
First seen 2mo ago
Tone distribution
▲ 15= 2▼ 0
Serenity
@aleabitoreddit · ×1.0
May 3, 2026, 04:12
Bullishscore +0.720· conf 84%· USD 120.97May 3, 2026, 04:12
作者把该公司作为自己提前发现光通信超级周期的成功案例。
Open original tweetdetected by twitter-stock-ingest
Serenity
@aleabitoreddit · ×1.0
May 13, 2026, 04:06
Bullishscore +0.700· conf 84%· USD 120.97May 13, 2026, 04:06
作者认为光通信是第一主题多头，并称自己提前发现了当前超级周期。
Open original tweetdetected by twitter-stock-ingest
Serenity
@aleabitoreddit · ×1.0
May 1, 2026, 15:32
Bullishscore +0.700· conf 84%· USD 120.97May 1, 2026, 15:32
作者认为光通信标的继续大涨，并暗示此前论点被验证。
Open original tweetdetected by twitter-stock-ingest
Ren
@Ren_aramb · ×1.0
May 21, 2026, 04:29
Bullishscore +0.660· conf 79%· USD 120.97May 21, 2026, 04:29
作者把该公司列入光通信供应链受益标的，认为行业确认信号非常强。
Open original tweetdetected by twitter-stock-ingest
Serenity
@aleabitoreddit · ×1.0
Apr 25, 2026, 20:00
Bullishscore +0.640· conf 78%· USD 120.97Apr 25, 2026, 20:00
作者认为光通信是最新超级周期，该股仍属于重要阶段性受益者。
Open original tweetdetected by twitter-stock-ingest
Serenity
@aleabitoreddit · ×1.0
May 12, 2026, 05:47
Bullishscore +0.620· conf 74%· USD 120.97May 12, 2026, 05:47
作者把该公司列为自己喜欢的光通信相关标的。
Open original tweetdetected by twitter-stock-ingest
Ren
@Ren_aramb · ×1.0
May 19, 2026, 05:14
Bullishscore +0.600· conf 74%· USD 120.97May 19, 2026, 05:14
作者把该公司列为光通信供应链受益标的。
Open original tweetdetected by twitter-stock-ingest
Ren
@Ren_aramb · ×1.0
May 19, 2026, 17:42
Bullishscore +0.580· conf 72%· USD 120.97May 19, 2026, 17:42
作者称自己的核心投资主题是人工智能建设，并将该公司列为光通信方向标的。
Open original tweetdetected by twitter-stock-ingest
Serenity
@aleabitoreddit · ×1.0
Apr 28, 2026, 20:42
Bullishscore +0.580· conf 72%· USD 120.97Apr 28, 2026, 20:42
作者认为机构正在买入相关光通信和基板标的。
Open original tweetdetected by twitter-stock-ingest
Paradis Labs
@ParadisLabs · ×1.0
Apr 22, 2026, 14:27
Bullishscore +0.580· conf 76%· USD 123.25Apr 22, 2026, 14:27
作者认为当前是选股市场，该股大幅跑赢指数。
Open original tweetdetected by twitter-stock-ingest
Serenity
@aleabitoreddit · ×1.0
May 15, 2026, 20:20
Bullishscore +0.540· conf 72%· USD 120.97May 15, 2026, 20:20
作者认为出口管制凸显该公司所处上游供应链的战略价值。
Open original tweetdetected by twitter-stock-ingest
Paradis Labs
@ParadisLabs · ×1.0
Apr 26, 2026, 14:27
Bullishscore +0.540· conf 72%· USD 124.00Apr 26, 2026, 14:27
作者认为该公司基板业务的强指引支撑该股上游供应链逻辑。
Open original tweetdetected by twitter-stock-ingest
Paradis Labs
@ParadisLabs · ×1.0
Apr 30, 2026, 06:59
Bullishscore +0.480· conf 70%· USD 123.32Apr 30, 2026, 06:59
作者认为更高设备利用率会带来更多磷化铟晶圆消耗，从而利好该股。
Open original tweetdetected by twitter-stock-ingest
Paradis Labs
@ParadisLabs · ×1.0
May 16, 2026, 16:15
Bullishscore +0.420· conf 66%· USD 123.80May 16, 2026, 16:15
作者把该公司列为上游材料瓶颈相关标的。
Open original tweetdetected by twitter-stock-ingest
Serenity
@aleabitoreddit · ×1.0
Mar 18, 2026, 01:59
Neutralscore +0.080· conf 72%· USD 120.97Mar 18, 2026, 01:59
AXTI is used as an analogy for an earlier overlooked photonics supply-chain company; not a direct current recommendation in this tweet.
Open original tweetdetected by twitter-stock-ingest
Paradis Labs
@ParadisLabs · ×1.0
May 20, 2026, 14:49
Neutralscore +0.060· conf 58%· USD 122.76May 20, 2026, 14:49
作者把该公司列入财报读数相关供应链，未给出独立立场。
Open original tweetdetected by twitter-stock-ingest