AXTI → $150.00 by Dec 29, 2027.

I drew colossus from Starcraft 2 to represent laser beams. And prepared a whole thesis but kept getting automodded for "low quality". So here's the more TLDR version of my thesis: The Entire AI Industry is shifting to photonics from Google TPU to optical interconnects. The entire AI "Growth" story ends in 2026 if there's no InP substrates + materials. BUT GUESS WHO CONTROLS IT ALL? One Company: $AXTI. There's two bottlenecks: InP Substrates - \- Hyperscaler optics (TPU pods, …