447tracked tickers
4615ticker mentions
1634public tweets
Serenity research cockpit

Track every stock Serenity pitches.

Public tweets and subscriber posts flow into one local database, then Claude extracts ticker, thesis, and conviction so each mention can be compared against market performance.

Last update on Jul 24, 2026

AXTI.US

AXT Inc
First mention Jan 1, 2026
Business Overview
TechnologySemiconductor Equipment & MaterialsUSA
Valuation
Market Cap5.8B
Forward P/E117.5x
EV / Revenue59.3x
EV / EBITDA-1379.3x
Financial Metrics
Revenue Growth+39.1%
Gross Margin+21.3%
Operating Margin-5.9%
Free Cash Flown/a
Filtered Comps
AXTI
AXTIAXT Inc
117.5x59.3x
AAOIApplied Optoelectronics, Inc.
36.9x31.8x
AEHRAehr Test Systems
661.4x80.4x
COHRCoherent Corp.
46.8x12.7x
LITELumentum Holdings Inc.
47.7x27.3x
POETPOET Technologies Inc.
-72.1x1676.5x
Recommended starts 30 trading days before the first Serenity mention.
Selected range returnn/a
Strong buyBuyHoldSellStrong sell
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