Strong Sell AXTI by Apr 17, 2026.

**AXTI produces indium phosphide (InP) substrates used in optical and high-speed data applications tied to AI infrastructure.** What matters right now: * export permits * ability to ship product * conversion of demand into revenue The business is improving, but not fully proven. In fact, the financials are quite weak. # What I’m Watching (Two things) **Earnings on April 30, 2026** Shows whether demand is turning into revenue. **Permits** Determines how much product can actually be shipped. If both show …