Latest / Chip Stock Investor Podcast
The $4 Billion Hype Cycle: Why We're Passing on AXT Inc. (AXTI) and What to Buy Instead
AXT Inc. (AXTI) ran from a $200 million market cap to over $4 billion in a matter of months. Now it's pulled back — and a lot of retail investors are wondering if it's a buying opportunity.
CSI says: not so fast.
In this episode, they pull back the curtain on the base materials layer of the semiconductor supply chain — the specialty wafer and ingot suppliers that exist before a single chip ever reaches a fab like TSMC or GlobalFoundries. It's a part of the industry that rarely gets coverage, and right now it's generating some of the most speculative price action in the entire semiconductor…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.