🔥🚀 POWER OF TS! #AXTI Sep. 16, 2026 ($65.93) to $83.22 is a gain of $17.29 (+26.23%) in just 21 days. Strong Evidence Oct. 5: #AXTI BlackRock increased its holdings by 101.15%, raising its ownership to 14.3%, signaling strong institutional conviction. #AXTI Positive Update: S&P SmallCap 600 inclusion took effect Sept. 21, adding institutional visibility and potential index-driven demand. Driven by strong AI/data-center optical demand, optimism around InP substrates and co-packaged optics (CPO), plus S&P SmallCap 600 inclusion and improving Q2 fundamentals. 🔹 AI/data-center optical demand is accelerating, driving record InP revenue and strong growth. 🔹 Q2 revenue surged 164% YoY to $47.6M, with 44.9% gross margin and $11.1M GAAP net income. 🔹 $632.5M capacity expansion + S&P SmallCap 600 inclusion + institutional accumulation add further momentum. Upcoming Catalysts: Q3 2026 earnings on Oct. 29, continued AI/data-center optical demand, InP capacity expansion, and potential new Tier-1 customer wins. #AXTI’s strong AI/data-center optical demand, rapid revenue growth, improving profitability, InP capacity expansion and institutional support provide multiple catalysts for continued growth, though China exposure and high volatility remain key risks.