The analyst expresses a bullish stance on AXTI, believing the thesis remains strong despite some recent price gains.
AXTI still seems to have +10% days, thesis is still strong with them, but uncertainty about how much has been priced in over the last year.
@PeterSikachev That would actually make for a pretty nice portfolio! $AXTI still seems to have +10% days, but less frequent now than even just a few weeks ago. Thesis is still strong w them imo, but who knows how much has been priced in already over the last yr
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +7.7% | +8.9% |
| 1 week | +5.3% | +6.0% |
| 1 month | -3.7% | -4.6% |
| 3 months | — | — |
| 6 months | — | — |