AAOI
Applied OptoelectronicsWho's tracking it
People we track who have mentioned this stock — their take and the move.
Memory and AI-related stocks saw broad gains, with Kioxia up 17%, Samsung up 6%, and multi
AAOI gained 4%+, indicating recovery in optical networking.
Source: X / @aleabitoreddit ↗The author contrasts European capital preservation culture with growth investing, criticiz
The author dismisses the view that investing in AAOI for photonics is gambling, implying a bullish stance on the company's technological potential.
Source: X / @aleabitoreddit ↗The author defends long-term investment theses for $AAOI, $SIVE, and $NVDA, arguing that t
The author expects $AAOI to reach $1.4B quarterly revenue by Q3 2027, implying a huge market cap opportunity; current sell-off is unrelated to fundamentals.
Source: X / @aleabitoreddit ↗Two capacity expansion announcements today from Tower Semiconductor and Applied Optoelectr
Commencement of 400,000 sq ft manufacturing buildout for 800G/1.6T production, supported by Texas city government and $20.85M state subsidies, though this is not entirely new news.
Source: X / @aleabitoreddit ↗Innolight's investor relations indicate that 800G demand has significantly increased versu
800G demand revision significantly higher than prior expectations, bullish read through on US transceiver makers.
Source: X / @aleabitoreddit ↗Rosenblatt analysts respond to a B. Riley sell report on AAOI, arguing that although netwo
The author references Rosenblatt's rebuttal to a B. Riley sell report on AAOI, arguing that network optimizations won't drastically reduce optical demand due to rapid XPU growth. This suggests a potential upside, but the author does not explicitly endorse AAOI.
Source: X / @aleabitoreddit ↗The author argues that recent selloffs in photonics and Nvidia supply chain stocks are due
Revenue projections of $471M/month in H2 2027 remain unchanged, indicating strong long-term demand.
Source: X / @aleabitoreddit ↗The author expresses strong bullish conviction on Sivers Semiconductors ($SIVE) and Applie
Author notes Applied Optoelectronics has end-to-end US laser/design/assembly, projects $471M monthly revenue entering H1 2027, potential LTAs with hyperscalers like AMD, and likely large cash reserves from ATMs. Compares to NBIS recovery pattern.
Source: X / @aleabitoreddit ↗The author discusses recent losses in photonics-focused holdings, mentions specific ticker
Brought down with the theme, but author believes photonics supercycle still early.
Source: X / @aleabitoreddit ↗The author highlights AAOI's potential for massive year-over-year growth and revenue scali
Projected 800%+ Y/Y growth and $5.6B annualized revenue on $12.8B market cap; demand scaling exponentially into 2028, with expected ASP/margin increases amid industry bottlenecks and CSPs/AMD seeking LTAs.
Source: X / @aleabitoreddit ↗Post provides fundamental research on OE Solutions, a small Korean optical transceiver com
OE Solutions is compared to AAOI but with EML instead of CW, less capacity/qualifications, and playing catch-up, indicating a follower position.
Source: X / @aleabitoreddit ↗The author reflects on receiving strong initial backlash for many of their investment idea
Was called a scam at $30, but author's thesis was later validated.
Source: X / @aleabitoreddit ↗The author shares a deep analysis of their most favored stocks, highlighting optical/laser
AAOI is a laser company with large revenue expansion potential, able to move beyond laser sales to complete optical modules, engines, or ELS components, increasing TAM and margins.
Source: X / @aleabitoreddit ↗Trendforce reports AMD is actively placing multiple procurement orders for CW lasers to se
AAOI is named as one of the few remaining independent CW laser capacity sources in the West, and the author discloses owning it, suggesting a positive outlook.
Source: X / @aleabitoreddit ↗The author expresses strong bullish conviction on AAOI, citing scarce laser capacity sough
Scarce laser capacity that AMD and hyperscalers need; US transceiver supply chain for 800G/1.6T mass production; demand far exceeds supply; projected $5.6B ARR on $13.5B market cap by H1-H2 2027.
Source: X / @aleabitoreddit ↗The author reflects on past predictions for optical stocks AAOI, LITE, and AXTI, noting th
The author highlights AAOI's market cap surge from $2B to $15.37B, indicating successful thematic investment in opticals.
Source: X / @aleabitoreddit ↗New reports indicate AMD is struggling to secure CW laser supply and is negotiating large
Rosenblatt analyst checks point to AAOI as a beneficiary of AMD's CW laser procurement efforts.
Source: X / @aleabitoreddit ↗The author outlines three investment themes—neoclouds, photonics, memory—and discusses spe
Photonics theme is still early; the author considers this an unfolding thesis.
Source: X / @aleabitoreddit ↗China eased InP substrate export restrictions, potentially relieving a key bottleneck in p
Laser maker benefits from increased substrate availability, enabling higher production and revenue.
Source: X / @aleabitoreddit ↗The author harshly criticizes technical analysis (TA) as pseudoscience for traders, arguin
The author includes AAOI as part of a thematic relation with LITE, implying positive outlook based on industry catalysts.
Source: X / @aleabitoreddit ↗The author reflects on past high-conviction stock picks that performed very well, mentions
Increased from $30 to $175; company grew from ~$3B to ~$14B market cap.
Source: X / @aleabitoreddit ↗The author argues that investing in domestic champions like $AAOI and other US/EU semicond
The author explicitly champions $AAOI as a domestic champion, highlights its projected $471m/month production after reshoring to America, and frames it as critical to AI infrastructure and Western supply chains.
Source: X / @aleabitoreddit ↗The author shares that while their portfolio is up +3,612.10% YTD, they are still learning
Mentioned as a CPO-related stock experiencing pullback, but author treats this as a learning case and does not explicitly assign bullish or bearish stance.
Source: X / @aleabitoreddit ↗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 ↗
