AXTI: Earnings Beat Triggers Leveraged Long at 77.30

AXTI posted Q2 revenue of $47.6M against $34.1M consensus and more than doubled EPS estimates while guiding Q3 to $66M versus the street's $38.7M. Lumentum locked supply with an $87M prepayment through 2031, confirming the material science supplier's role in optical components. The stock traced $50 to $88.58 then $73.81 in two weeks, creating the exact post-earnings setup that drew a 10x long on AXTIUSDT at 77.30 with take-profit at 91 and stop at 66. Spot exposure in rAXTI was added near 77.40 on the same levels, using Bitget's TradFi perps for the leveraged side of the AXTI stock post-earnings price action history and the Lumentum prepaid supply agreement with AXT Inc.