r/wallstreetbets · u/AleaBitoV1 · 实盘不做把握 3/10
北京时间·🕒 发布 12-28 15:40:10时区推断·⟳ 抓取 06-07 17:56:07回填·⚡ 决策 06-18 07:17:34·131.4 天前
WSB 用户发帖吹捧 AXTI 为 AI 光子学单点故障
📄 原文r/wallstreetbets · u/AleaBito↗ 原文
AXTI - the Single Point of Failure of the Entire AI Buildout - A $700m Company Nobody Knows About You all really though…
不做 AXTI.US
纯 WSB 情绪喊单，无底层实质催化剂（如订单、业绩、官方公告），'单点故障'论述严重夸大，疑似 pump and dump，视为噪音回避。
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AXTI - the Single Point of Failure of the Entire AI Buildout - A $700m Company Nobody Knows About
You all really thought GPUs from $5T+ companies like Nvidia or $300B+ Memory companies like Micron was the bottleneck??
Think again.
This small $700m stock that nobody knew about here, worth less than a pre-product college dropout AI startup, will have Microsoft, Amazon, Nvidia, Google, Meta, and every single AI Hyperscaler by the balls in 2026.
I'm actually serious. Why you might ask?
Majority of future chips need photonics. Future Nvidia, Amazon Trainium, Microsoft ASIC, and all hyperscaler
You all really thought GPUs from $5T+ companies like Nvidia or $300B+ Memory companies like Micron was the bottleneck??
Think again.
This small $700m stock that nobody knew about here, worth less than a pre-product college dropout AI startup, will have Microsoft, Amazon, Nvidia, Google, Meta, and every single AI Hyperscaler by the balls in 2026.
I'm actually serious. Why you might ask?
Majority of future chips need photonics. Future Nvidia, Amazon Trainium, Microsoft ASIC, and all hyperscaler
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