Trade Alert: Adjustment, 7/30/2026

Adjusting our earlier AI bottleneck trade.

I’m replacing the trade from this alert earlier today,

With this:

The Longer-Dated AXTI Trade

AXT (AXTI 0.00%↑) is now trading around $44.52, up about 20% today. Rather than chase the repriced weekly earnings structure, I’m replacing it with a longer-dated position that gives the bottleneck thesis more time and is designed to span the company’s likely autumn and wi…