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AXT, Inc.

  • Big Wave Trading Portfolio Update And Top Current Holdings

    By Joshua Hayes - August 5, 2012 | Tickers: AVD, AXTI, BVSN, CAMP, CLGX, MAGS, PHMD, PRXI, STX

    This week marked a moment our model has not seen during a running six month period of time (this occurred in only four months, making it even more interesting), during the past 130 years. With the weak BUY signal in the Nasdaq switching to a SELL signal in the Russell 2000 on Thursday to a NEUTRAL signal on Friday, it marked 11 model switches to BUY or SELL in a more »

  • An Indirect Apple Supplier to Keep On Watch

    By Tom Gibbs - May 7, 2012 | Tickers: AAPL, AXTI, TQNT | Editor's Choice

    Value-focused investors have generally had a positive experience over the past several years in purchasing companies that supply popular electronics manufacturers.  Unlike the larger enterprises that they supply – i.e. Apple (NASDAQ: AAPL) – many of these component producers are much smaller and are significantly less followed by institutions.  As such, the strategy can often isolate relatively cheap firms that operate in small niches within the vast semiconductor market.  One of more »

  • AXTI: Undervalued and Underappreciated

    By Tom Gibbs - December 13, 2011 | Tickers: AXTI

    “Human beings are constituted not to think in terms of uncertainty.  If they think it is a good stock, they think there is a 100% chance that it will end up being a good stock.  If they think it is a bad stock, they think there is a 100% chance that it will end up being a bad stock.  What this means for investors is that ‘good’ stocks are overbought more »