AAOI
Applied OptoelectronicsWho's tracking it
People we track who have mentioned this stock — their take and the move.
The author states that optical players LITE, AAOI, and SIVE are recovering from a selloff
Author believes initial selloff was stupid and stocks are recovering as they should.
Source: X / @aleabitoreddit ↗The author believes photonics technology from AAOI, LITE, and SIVE is not disappearing soo
The author thinks AAOI's photonics are not disappearing anytime soon, implying sustained relevance.
Source: X / @aleabitoreddit ↗The author finds Jabil (JBL) compelling at $38B due to its unappreciated 1.6T pluggable tr
The author contrasts AAOI's capital-intensive approach (ATMs for laser fabs) unfavorably against JBL's more scalable model, implying potential competitive disadvantage.
Source: X / @aleabitoreddit ↗The author describes a discretionary, inference-based investing style that relies on unstr
Author sees potential undervaluation given projected $471M+ revenue for H1 2027 vs $12B market cap.
Source: X / @aleabitoreddit ↗The author shares a large social media earnings statistic that will fund dog rescues, and
The author explicitly states they make profits from $AAOI in the stock market, indicating they believe in its potential.
Source: X / @aleabitoreddit ↗The author questions why traders panic on $RDDT after a sharp drop, points to $AAOI and $M
Described as a high-beta stock that is directionally correct to hold, implying a positive long-term view despite short-term pain.
Source: X / @aleabitoreddit ↗The author jokes about market corrections, dismisses media narratives around chip stocks,
Author explicitly stays long based on company's $471m H1 2027 revenue projection.
Source: X / @aleabitoreddit ↗Transceiver supply is the next squeeze
Transceiver supplier leveraged to the 1.6T ramp.
Source: X / @aleabitoreddit ↗
