2026-01-09 18:33:55

Grabbed $AXTI at $18 on the dip yesterday. The pullback looks like pure retail fear—Q4 revenue shifting into Q1 due to permit holdups. What's really driving this? InP substrate supply is incredibly constrained right now. Spot market pricing climbed 15% just since the new year kicked off. And here's the thing: $AXTI sits at the exact chokepoint in that supply chain. You've got institutional buyers watching this closely, but retail got spooked by the timing delays. Classic market psychology when bottleneck situations hit.

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

18 Likes

Reward
18
6
Repost
Share

Comment

0/400

LightningPacketLoss

· 01-12 13:35

Damn $AXTI , this wave is definitely panic selling, permit delays caused retail investors to all run away.

View OriginalReply0

DeFiDoctor

· 01-10 23:32

The supply chain bottleneck... The medical records show that the retail sector is panicking again. $AXTI is indeed a critical node, but the question is—Is the permit extension really just a surface symptom, or is there an inherent flaw in the protocol itself? The 15% spot price increase needs further verification; don't let institutional hesitation turn into a prelude to harvesting retail investors.

View OriginalReply0

LiquidatedThrice

· 01-09 19:03

Damn, the license delay scared off retail investors. I'm a bottom-fishing fanatic this time.

View OriginalReply0

MonkeySeeMonkeyDo

· 01-09 19:02

ngl this wave of permit delays really scared retail investors, while institutions are quietly laying low... it's a bit ironic

View OriginalReply0

GasFeeBeggar

· 01-09 18:58

Let me help you analyze this. The permit extension caused Q4 revenue to be pushed into Q1, and retail investors saw the delay and started to sell off, a typical panic reaction. But the InP substrate is really a bottleneck, with spot prices rising by 15%. $AXTI is right at a critical point, institutions are watching, retail investors are selling, isn't this the best entry point?

View OriginalReply0

GhostChainLoyalist

· 01-09 18:40

Retailers are indeed easily scared, but supply chain bottlenecks are no joke. The InP issue should have been taken seriously long ago.

View OriginalReply0