Can we count your visit with Google Analytics? No ads, no profiles. Details
AIXXY
OTCInformation Technology · Semiconductor Materials & Equipment
Each weekday: the watchlist of pullbacks inside uptrends, every new ticker teardown, and the bubble shifts that move names like this one. Free. Education, not advice.
Free when you join: the $HOOD Teardown Dossier (Robinhood Markets), the full desk file we sell in the shop. One per new reader.
No spam. One email per day max, unsubscribe in one click. Pro ($49/mo) includes every dossier and report in the shop.
Structural: MOCVD duopoly with $VECO outside the silicon front-end; SiC/GaN power, GaN RF, micro-LED and photonics each independent demand legs. EU sovereign-semi tailwind (EU Chips Act, German subsidies) plus geographic diversification away from pure $TSM/Korea concentration.
Asset-light vs. $ASML/$AMAT/$LRCX - leverage is to compound-semi capex cycles, not leading-edge silicon.
It reads our $AIXXY data (thesis, key levels, peers, a year of prices) and any chart screenshot you paste, then explains the setup in plain English. Free with an email login, 5 questions a day. Education only: it never tells you to buy or sell, and it can be wrong, so check the numbers.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.