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Nice starter to Cashless Toxic Warrants notice the multiplier effect which really boosts the # of shares issued
Guide on Alternate Cashless Warrants How to anticipate price action for a stock with alternate cashless warrants knowledge.dilutiontracker.co…
Here is original Warrant article detailing different types What is price protection on warrants and how does it affect stock prices?
knowledge.dilutiontracker.co…
If your playing in the micro cap arena gotta read filings & because speed is needed the absolute best tool is Dilution Tracker which allows me to quickly see upcoming offering potential but also warrant over hang terms of previous & current offerings with price points
Dilution Tracker Free Trial dilutiontracker.com/?a=1bc5c…
$TWG SOOOOOOOOOOOOOOO sick of these microfloats loaded with a ton of CASH & goes NO where I play these every day & most make NO sense probably why you can't predict who's next lmfao....... GLTA & make $$$$$$$$$$$$$ SEEMs the cash raising SCUM get the best results imo.......Money Guys involved = Big money return
$TWG 500K Float 630K total shares out imo 1 of the thinnest MicroFloats on the market when this gets that $AIOK or $PCLA type Volume it will be epic went $3.20 to $4 early today under 150K Vol & 110K to come back Imo easy Double/Triple+ when that Algo Vol comes only Day 3 since Reverse Split & these always get a play or Two
NOT sure HOW easy it is to make over 20% in 24 hours from my 27 Years experience NOT easy & doubles/triples even harder DO you know 90% of investors have Never known a double/triple HOW blessed am I to have over 2 dozen last 25 Years ????
Pmony retweeted
$CDT CDT Equity
— Shareholders vote Nov 12 on a reverse split, 1-for-2 to 1-for-100, up to 1-for-1,000 in aggregate
— Also votes on share issuance for the J.J. Astor convertible notes and warrants
— $6.75M October Note converts at 70% of the lowest 20-day close with a $0.18354 floor, up to 71.4M shares vs 9.3M outstanding
— Split becomes mandatory if the bid stays under $1.00 for five days
— Risk flag: heavy dilution, stock was $0.13 on the Oct 23 record date
Not financial advice.
Dont let these THIEVES steal your shares from a BEAST $AXTI was single digits not long ago went to TRIPLE DIGITS & just crushed numbers again + added huge capacity for 2027 & already thinking about 2028
AXTL $1.28 off $AXTI at triple bottom & off a HUGE EPS beat all around NOT 1 megative to point to down 15% lmfao.. see ya in a few days & $AXTL at $2+++
$AXTI MONSTER QTR & even better is forward guidance Take advantage Quadrupling output for 2027 Demand 100% +++ taken are you kidding me a GIFT on daily hitting Major Support if ever a chance to get a gift this is it with Mkt Meltdown
$AXTI MONSTER QTR & even better is forward guidance Take advantage Quadrupling output for 2027 Demand 100% +++ taken are you kidding me a GIFT on daily hitting Major Support if ever a chance to get a gift this is it with Mkt Meltdown
$AXTI InP revenue going from $30.7M to $54.3M in one quarter with backlog over $500M and customers still on allocation is the upstream version of the optics story. Capacity doubling again in 2027 and still short tells you how early this is
Pmony retweeted
StockFlash Newswire
AXT Inc ($AXTI) reported Q3 2026 revenue of $73.4 million, up 162% year over year, and non-GAAP EPS of $0.41.
Backlog exceeded $500 million, driven by indium phosphide demand. Management guided to approximately $90 million of Q4 revenue and $0.57–$0.59 of non-GAAP EPS, saying demand continues to exceed supply.
The article cites capacity constraints, rising raw material costs, seasonal softness in some gallium arsenide applications and customer concentration as key risks.
Source: fool.com — 2026-10-30
Read more at stockflash.ai
Pmony retweeted
$AXTI just posted record revenue: $73.4M, up 162% YoY. Q4 guide is ~$90M.
The stock is down ~15% today.
The market is focused on valuation. The business is focused on AI optical demand, with capacity doubling again in 2027.
Sell the news, or buy the backlog?
Pmony retweeted
$AXTI is down -14% today. Meanwhile earnings call yesterday:
"Every customer is on allocation right now. It is impossible to keep up with demand."
"All of the growth is going to be indium phosphide."
On Q4 margins: "It could begin with a six… Not a high six."
On pricing: "We're not going to be announcing multiple long-term agreements… it's not what we think is the right strategy for $AXTI"
On competition: "At least for the next two years. Three years out, it's hard to say."
$AXTI $LITE $COHR $AAOI $IQE
$AXTI caught a decent bounce at the open & stayed out of the way but silly now adding in lots $AXTL 5K to start $1.30 that report was awesome & guidance blew estimates away will bounce hard next green Mkt day $$$$$$$$$$$$
$AXTI STELLAR EARNINGS. MORE ANALYST UPGRADES COMING? Revenue: $73.4M, up 162% YoY EPS: $0.41 vs. $0.31 expected Gross margin: 56.1% Backlog: Over $500M Q4 revenue outlook: ~$90M Analyst price targets reportedly average around $91.60, with a high of $125.
$AXTI COULD BE HEADING FOR A HIGHER VALUATION RE-RATING. AI optical demand is accelerating, and indium phosphide substrates are becoming increasingly important for next-generation data centers. If earnings momentum continues, analysts may need to revise their estimates higher. Apparently, even stellar earnings aren't enough to keep a stock from selling off. 😂 BULLISH LONG TERM.
$AXTI blew the doors off earnings & Quadrupled out capacity for huge growth & stock down lol.. ww $AXTL if it bounces
AXT, Inc. Announces Third Quarter 2026 Financial Results
FREMONT, Calif.--(BUSINESS WIRE)-- AXT, Inc. (NasdaqGS: AXTI), a leading manufacturer of compound semiconductor wafer substrates, today reported financial results for the third quarter, ended September 30, 2026.
Management Qualitative Comments
“This is a pivotal and exciting period for AXT,” said Morris Young, chief executive officer. “Our revenue in Q3 reached a record $73.4 million, up 54 percent from the prior quarter and up 162 percent year over year, driven by exceptionally strong customer demand for our indium phosphide material. We entered 2026 with a commitment to double our indium phosphide capacity and I am pleased to report that not only have we surpassed that goal but we have more than quadrupled our 2026 indium phosphide revenue opportunity through additional productivity gains and the expansion of our capabilities for high-value, large diameter products. We remain laser-focused on execution and supporting our customers as they scale, and we believe we are well positioned for transformational growth as our market continues on an extraordinary trajectory.”
Third Quarter 2026 Results
Revenue for the third quarter of 2026 was $73.4 million, compared with $47.6 million for the second quarter of 2026 and $28.0 million for the third quarter of 2025.
GAAP gross margin was 56.0 percent of revenue for the third quarter of 2026, compared with 44.9 percent of revenue for the second quarter of 2026 and 22.3 percent for the third quarter of 2025.
Non-GAAP gross margin, after excluding charges for stock-based compensation, was 56.1 percent of revenue for the third quarter of 2026, compared with 45.0 percent of revenue for the second quarter of 2026 and 22.4 percent for the third quarter of 2025.
GAAP net income, after minority interests, for the third quarter of 2026 was a net income of $25.7 million, or $0.39 diluted income per share, compared with a net income of $11.1 million, or $0.17 per share, for the second quarter of 2026 and a net loss of $1.9 million, or $0.04 per share, for the third quarter of 2025.
$TNMG this a.m. now $CHOW $ONEG
Day 4 since New R/S $TWG 500K Float & only 630K total out has $80 Million in CASH raised in July at post split $200 share a straight Pipe financing so done.. no Toxic features like 99% of crap we trade. $TWG has No Convertibles tiny amount of warrants out of the money Nothing toxic like 98% of microcaps & Pipe shares locked up for 6 Months till early 2027. Look left on Chart was $50's Sept this a.m. 150K sent it to $4 any big vol day s/b nuts
$TWG 500K Float 630K total shares out imo 1 of the thinnest MicroFloats on the market when this gets that $AIOK or $PCLA type Volume it will be epic went $3.20 to $4 early today under 150K Vol & 110K to come back Imo easy Double/Triple+ when that Algo Vol comes only Day 3 since Reverse Split & these always get a play or Two
