$AXTI Q2 Results – AI Optics Drive Sharp Inflection AXT delivered a powerful second-quarter performance with major beats and a clear profitability turnaround. Key Figures: EPS: $0.19 vs $0.07 expected → Beat by 171% Revenue: $47.589M vs $34.08M expected → Beat by 40% Growth: EPS +227% Year-over-Year Revenue +165% Year-over-Year EPS +2000% Quarter-over-Quarter Revenue +77% Quarter-over-Quarter Additional Highlights: Record indium phosphide (InP) sales driven by data-center optical connectivity demand. Non-GAAP gross margin expanded sharply to ~45% (from ~30% prior quarter), generating meaningful operating leverage and a return to profitability. The results mark an inflection after prior geopolitical and export-license headwinds. Market Reaction: Shares closed strongly higher and are up approximately +23% in after-hours trading. Trading Note: The combination of sequential revenue acceleration, dramatic margin expansion, and AI/data-center optics demand is driving the outsized move. Investors will focus on the sustainability of InP volumes, capacity expansion plans, ongoing export-control risks, and the path for further margin durability. The quarter validates the operating-leverage story when volumes recover. Risk Note: Specialty materials and semiconductor names can be volatile; export controls and customer concentration remain key watch items. NOT FINANCIAL ADVICE, DYOR! $AXTI posts big beats, record InP sales, and a margin rebound — stock surging on AI optics demand. How are you viewing the inflection? Drop your thoughts below! #AXTI #AXT #Earnings #Semiconductors #AIOptics #DataCenters