Intel's stock chart shows a pattern of growth followed by a sharp upward trend, similar to other semiconductor companies.
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Exactly like 1999, Earnings and CFO Illusions, and Spotlight Company AXTI
Mark MeldrumMay 12, 2026
The creator discusses the current market environment, drawing parallels to 1999, and highlights the role of AI and liquidity in driving asset prices. He delves into the technical aspects of semiconductor substrates, focusing on AXT as a spotlight company, and explains the science behind compound semiconductors and their applications in AI infrastructure. The creator also touches upon economic data, consumer sentiment, and the potential for an AI trade bubble.
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Nvidia is a key company to watch for upcoming earnings, with expectations that demand for their products is not slowing down.
AXTI is highlighted as a spotlight company with strong growth potential in the AI infrastructure space, particularly in indium phosphide substrates for optical cables, despite its high valuation and volatility.
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AXTI
buy opened May 12, 2026
-11.89%