The analyst is long AXTI and MU as part of their positioning in AI infrastructure layers, highlighting AXTI as foundational wafers and MU benefiting from exploding HBM demand.
AXTI provides raw crystal wafers powering photonics; MU benefits from record earnings and strong guidance due to AI workload scaling increasing HBM demand.
11 stocks- my positioning in 11 layers of AI infrastructur
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +0.0% | +0.0% |
| 1 week | -0.6% | -1.0% |
| 1 month | — | — |
| 3 months | — | — |
| 6 months | — | — |