Bull of the Day: AXT (AXTI)
Published . Updated .
Gateway for "secret semiconductor substrate" InP (indium phosphide) is blowing minds with triple-digit growth
Directly affected
- No company is named in this report.
Indirectly affected
- NVDA NVIDIA
Chip makers and their suppliers move when export rules or Taiwan risk changes
- TSM Taiwan Semiconductor
The main advanced-chip manufacturer sits in Taiwan
- ASML ASML
Chipmaking-equipment sales follow export rules
- AVGO Broadcom
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMD AMD
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMAT Applied Materials
Chip-equipment makers feel export controls
- LRCX Lam Research
Chip-equipment makers feel export controls
- SMH VanEck Semiconductor
A fund of semiconductor companies
- SOXX iShares Semiconductor
A fund of semiconductor companies
- QQQ Invesco QQQ
Big tech moves with chip-supply risk
Price reaction, T-5 to T+3
Gateway for "secret semiconductor substrate" InP (indium phosphide) is blowing minds with triple-digit growth
Source: Nasdaq Markets
Alpha & Omega Semiconductor (AOSL) since this story, compared with the market
Since the first closing price after “Bull of the Day: AXT (AXTI),” Alpha & Omega Semiconductor (AOSL) is -13.91%. The S&P 500 fund (SPY) is -0.89% over the same days, a -13.02% difference versus the market.
Disclosure records for Alpha & Omega Semiconductor (AOSL) within two months of 18 Sep 2026
- Gilbert Cisneros buy On Semiconductor (ON) ($15,001 - $50,000). That is 10 days after publication, inside 30 days. The filing is listed beside the story “Bull of the Day: AXT (AXTI).”
- Rohit Khanna buy On Semiconductor (ON) ($15,001 - $50,000). That is 5 days after publication, inside 30 days. The filing is listed beside the story “Bull of the Day: AXT (AXTI).”
- Gilbert Cisneros buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 4 days after publication, inside 30 days. The filing is listed beside the story “Bull of the Day: AXT (AXTI).”
- Michael T. McCaul sell Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 24 days before publication, inside 30 days. The filing is listed beside the story “Bull of the Day: AXT (AXTI).”
- Richard W. Allen buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 37 days before publication, inside 60 days. The filing is listed beside the story “Bull of the Day: AXT (AXTI).”
- Michael T. McCaul buy Tower Semiconductor (TSEM) ($50,001 - $100,000). That is 42 days before publication, inside 60 days. The filing is listed beside the story “Bull of the Day: AXT (AXTI).”
- Rohit Khanna buy On Semiconductor (ON) ($1,001 - $15,000). That is 53 days before publication, inside 60 days. The filing is listed beside the story “Bull of the Day: AXT (AXTI).”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who is named in “Bull of the Day: AXT (AXTI)”
Companies mentioned with this story
- AOSL Alpha & Omega Semiconductor
Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence in the 18 Sep 2026 story “Bull of the Day: AXT (AXTI).” Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- GCTS GCT Semiconductor Holding
For “Bull of the Day: AXT (AXTI),” GCT Semiconductor Holding (GCTS) is linked, with no stored direction, medium confidence. Reason on file: GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- NVTS Navitas Semiconductor
In “Bull of the Day: AXT (AXTI),” Navitas Semiconductor (NVTS) is linked, with no stored direction, medium confidence. Reason on file: GA selected NVTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ON On Semiconductor
On Semiconductor (ON) is linked, with no stored direction, medium confidence in the 18 Sep 2026 story “Bull of the Day: AXT (AXTI).” Reason on file: GA selected ON as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- TSEM Tower Semiconductor
Tower Semiconductor (TSEM) is linked, with no stored direction, medium confidence in the 18 Sep 2026 story “Bull of the Day: AXT (AXTI).” Reason on file: GA selected TSEM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- TSM Taiwan Semiconductor Manufacturing
For “Bull of the Day: AXT (AXTI),” Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence. Reason on file: GA selected TSM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
How “Bull of the Day: AXT (AXTI)” reaches Alpha & Omega Semiconductor (AOSL)
The 18 Sep 2026 story “Bull of the Day: AXT (AXTI)” names Alpha & Omega Semiconductor (AOSL) because of this story.
Alpha & Omega Semiconductor (AOSL) is on the page because GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
A second company, GCT Semiconductor Holding (GCTS), is listed for a different reason: GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Price levels for Alpha & Omega Semiconductor (AOSL)
AOSL traded between 21.68 and 30.88 across 20 sessions. The latest close on file is 22.59. GCTS traded between 1.51 and 2.26 across 20 sessions. The latest close on file is 1.51. NVTS traded between 8.29 and 13.19 across 20 sessions. The latest close on file is 8.63.
A simple score for Alpha & Omega Semiconductor (AOSL)
46 out of 100
“Bull of the Day: AXT (AXTI)” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.