Tony

Democracy is a joke. Lie is the new truth. History is a sick minds perspective. Development is an illusion. Let's face it. Tweets are personal.

[Photon Capital @PhotonCap]

- The most immediate catalyst for $AXTI is its addition to the S&P SmallCap 600, which became effective before the market opened on September 21.

- The inclusion has created buying demand from passive and benchmark-tracking funds, contributing to the stock's recent momentum.

- Fundamentally, AXT reported Q2 revenue of $47.6M and net income of $11.1M, while management highlighted record indium phosphide revenue, reinforcing expectations for InP substrate demand tied to AI datacenter optical connectivity.

- The broader market is also in a risk-on environment today, with AI and semiconductor stocks leading, providing an additional tailwind for a high-beta optical materials name like $AXTI.

> The key driver today looks more like S&P SmallCap 600 inclusion and index-related flows than a newly announced major contract.

> What makes $AXTI more than just an index-addition trade, however, is the underlying narrative: InP wafers → high-speed optical transceivers / silicon photonics → AI datacenter connectivity.

> With optical component names such as $COHR and $LITE already benefiting from AI optical infrastructure demand, $AXTI sits one layer further upstream as an InP substrate supplier, giving it materials-level leverage to the same buildout.

> The cleanest framing is therefore: S&P inclusion is the trigger, while InP and AI optics are the fundamental narrative. Index-related buying can normalize after inclusion, so today's entire move should not be interpreted as a corresponding change in fundamentals.

[Kalpesh raval @Kalpeshravals]

एक मंझे हुए एक्टर से ऐसी उम्मीद न थी।
सब सही था,फोकस सही था, लाइटिंग सही थी, मेकअप ओके था, चेहरे पर गजब का कॉन्फिडेंस था, नज़रे कैमरा से 30° कोण बनाते हुए हल्का चिन-अप, एक हाथ जेब में , दूसरे से फाईल पकड़े आप सेंटर ऑफ द फ्रेम में थे....

पीछे दो लोग परफेक्ट V एंगल पर थे...

तीनों का दायां पैर आगे था, कदमताल करते हुए ये एक जहीन, पढ़े-लिखे, साउथ इंडियन हीरो की एंट्री का कहर सीन था,
पता नहीं साहब कैसे फाइल में कागज डालना भूल गए।
इस छोटी सी गलती ने फिल्म डुबो दी...🤣

[✶ @echoesofworld]

Lake Como, Italy

[Orwellian @GeorgiOrwell]

People don’t abuse Nitish Kumar and Chadrababu Naidu enough. People of India did not give BJP a majority mandate in 2024 but these two made sure that we are doomed.

[Tony @SivaKPD]

@SonnetAndWine That will be like the light at the end of the tunnel

[Koushik @atticus_indica]

So AI generates text, this idiot @Pvsindhu1 copy pastes it, godi media prints & publish it, sanghi IT cell idiots are instructed to like & share it.. I assume all are getting paid for this “bharatiya growth story”?

Things entire country have to do for insecurity of 🤏🏼🐒 🤦🏻‍♂️

[atul kulkarni @atul_kulkarni]

Who are we first? Citizens of a country or party loyalists?
When political parties do BRAZEN misconducts REPEATEDLY,are we going to be citizens and oppose it or turn a blind eye as loyalists?
It’s a crucial question about the future of any country.
#globalphenomenon

[Subhash Chandra Garg @Subhashgarg1960]

FCNR(B) scheme will cost India at least 1.75 lakh crore in additional interest payments and 3.18 lakh crore in foreign exchange depreciation. A 1.76 lakh crore notional loss in bad old days had created a storm. What about this 3 times larger loss? https://t.co/04eLQow33y

[Koushik @atticus_indica]

“That is not the characteristic of brave men.

And the thing about cowards? They don’t last very long.”

[Darvas Box Trader @darvasboxtrader]

Plz Don't remind us, How Stupid we are !!

#DARVAS✍️

[Saurav Das @SauravDassss]

Yesterday’s diya campaign was terribly rejected by the people of India. And rightly so!

People need answers on unemployment, job creation, paper leaks, education reforms, food adulteration, petrol adulteration, air pollution, corrupt judges, etc. Not be lighting diyas on a politician’s birthday like megalomaniacs! Not to forget, it was also an insult to Hinduism. No Hindu or any religious devotee of any faith for that matter should offer such sacred diyas and aartis to a human being, only to their god.

In the lust for eternal power, this government and its andhbhakts have attempted to immortalise a mere mortal. In other words, attempted to equate him to god.

[Rahul Gandhi @RahulGandhi]

पहले शिवसेना, फिर NCP और अब तृणमूल कांग्रेस।

हर बार एक ही पैटर्न - BJP और चुनाव आयोग मिलकर एक पार्टी को तोड़ते हैं। फिर उसका चुनाव चिन्ह छीन लिया जाता है।

जब पूरी की पूरी पार्टी चोरी हो सकती है, तो करोड़ों भारतीयों के वोट चोरी होना भी हैरानी की बात नहीं।

वोट चोरी। सरकार चोरी। अब पार्टी चोरी - ये हमारे लोकतांत्रिक पतन के प्रतीक बन गए हैं।

ECI की संवैधानिक ज़िम्मेदारी जनादेश की रक्षा करना है - मगर उल्टा वो उन ताकतों की मदद कर रहा है, जो जनता के फैसले को ही पलट देते हैं।

यह लड़ाई सिर्फ़ ममता बनर्जी जी की नहीं है। यह हर राजनीतिक दल, हर मतदाता की लड़ाई है जो स्वतंत्र और निष्पक्ष चुनाव चाहता है।

[Tony @SivaKPD]

@Asset_Architect 🤣🤣🤣🤣🤣

[The India Voice @The_india_voice]

If the BJP has the courage, let the elections be held using ballot papers.

REPOST LIKE SHARE
MAKE THSI REACH MILLIONS 🔥

[Vinay Kumar Dokania @VinayDokania]

Bhag Bhag D K bose

[ANI @ANI]

#WATCH | Bengaluru, Karnataka: On SIR draft in Karnataka, Actor Prakash Raj says, "... Give notices for six months. Give them a chance. Notices have been sent two days before, one day before. In the notices, they ask for two documents. When you go, you have been tortured for six documents, seven documents... Now look into Chief Minister DK Shivakumar's mother's booth itself. The final draft. The names in English and Kannada are different. The husband's name is different. In Kannada, it is different. In English, the addresses are different... What is this drama happening? They promised on August 20th that every deleted voters' list will be stuck on the booth. There will be Gram Panchayat Sabhas. Not even a single Gram Panchayat Sabha was there. They are doing this just to tell the court tomorrow that we tried. This is not done. So this has proved it is a scam. They were not going to listen... From 20th to 30th, as part of civil society, we'll be travelling to 10 different districts of Karnataka, going to different booths, and we will do our social audit..."

[Pessi | వర | प्रसाद @PessiVaraprasad]

@RaviShastriOfc Ravi shastri, we were actually proud of u all these days!

never knew u came this low !!

[Tony @SivaKPD]

@IndiraKV364714 @MehmoodPracha Why worry then.. bring ballot paper anyway people will vote Godi right

[Mehmood Pracha @MehmoodPracha]

#BringBackBallot #BanEVM campaign across India reignited.
Jantar Mantar, 10.10.26, 11 AM
Please spread the message and join.