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bought AAOI 3 month ago at 14.80, went down as usual but finally no loss and sold at 15.30 on wednesday to gtfo. Of course now at 16.45
💰💰💰Good morning! #premarket #watchlist 09/16 $AAOI -Launches Quantum Bandwidth , $CLEU -no news+breaking chart, $TYME -Announce Stockholder Approval of Merger, $HKD -no news+big volatility
💰💰💰Good morning! #premarket #watchlist 09/16 $AAOI -Launches Quantum Bandwidth , $CLEU -no news+breaking chart, $TYME -Announce Stockholder Approval of Merger, $HKD -no news+big volatility
AAOI Applied Optoelectronics looking interesting
Next potential short squeeze stocks after GME and AMC:
Mentions
Yes, AAOI is a great play and still undervalued.
any of you regards is investing in Applied Optoelectronics (AAOI)? It looks to me a very interesting play. 7B market cap, revenue growth of 100% (up to approximately 1B) expected for next year, 200 M deal recently announced (with oracle probably).
$AAOI? OMG. Not another 60% lost!!!
CPO going to eat the copper wire bros. TSEM LITE AAOI
It's gone up by 10% since I bought it at $44.61. I withdrew a £1,114 profit within a day. However, it might want to raise money for expansion so check about the last time it raised money via share issuance. $AAOI fell 10% last Friday because it decided to raise another $250M after two weeks raising the previous $250M for expansion. I made a quick profit of £3,375 after holding the share from 4 Mar 2026 to 10 Mar 2026 before it fell by 10% on last Friday. My gut feeling told me to sell the entire share but I decided against it. My tax free portfolio is now down by 9.5% while my pension portfolio is down by 21.89%. I'll buy some for my pension because I can afford to wait for it to recover. This profile on X, u/aleabitoreddit, shares his expertise on AI supply chain. I follow him on X.
AAOI with its PE of 118, Beta of 3, and negative earnings. BDMD with negative earnings, negative income, and decreasing revenue. Where do you people find these kind of stocks? How much actual money are you putting into these garbage companies??? I think THAT’S your bigger problem. Invest in broad market index funds or profitable companies. Do some research on their CAGR, ROIC, and profit.
I bought 2000 himx for 10.2. I strongly believe it's the next runner like AAOI, GLW,COHR
Pffft I’m down 10x that since Wednesday thx AAOI
AAOI might have some swing trade potential today, volatility off the charts recently.
What are some tickers you guys like? I like AAOI but idk photonics is weird Can’t understand the right rhythm of short baskets. Missed out of the SOXS trade. I like Intel but think the basket is overvalued 🌽is done selling off for a bit. Missed the carry trade on the $59k exact bottom was my short LMFAO
Look at AAOI. Optical is the next bottleneck. I had buy orders in, missed the bus, not sure now.
Worst ticker on my watchlist is AAOI 💀
Any AAOI ~~bagholders~~ long term investors around here?
LWLG is the next AAOI and nobody is talking about it here, so weird
# AAOI (Applied Optoelectronics) - Playbook Analysis **The Narrative (Phase 1):** AAOI is riding a "supercycle" in optical transceivers, driven by AI data center demand. They just announced a massive $200M+ order for 1.6T transceivers, which has sent the stock parabolic. Shorts are betting that the 700% run-up over the last year is unsustainable and that execution risks (like capacity constraints and customer concentration) will eventually pull it back to earth. **The Pressure (Phase 3):** * **Short Interest:** **14.75%** of the float. * **Days to Cover:** **1.32 Days**. **(FAIL - Exit door is open)**. * **Borrow Rate:** **0.29%**. **(FAIL - No Financial Pain)**. * *Summary:* Despite the high short interest, the extreme daily trading volume means shorts can exit in a little over a day. There is no structural "jam" here yet. **The Magnet (Phase 4):** The nearest heavy Gamma Call Wall is at the **$140.00** strike, following a recent analyst price target upgrade. **The Math (Phase 10):** *"Our customized Black-Scholes-Merton model indicates a* ***65.89%*** *probability of reaching the* ***$140.00*** *Ignition Point (a* ***10.44%*** *ROI), and a* ***43.36%*** *probability of reaching the* ***$159.00*** *Exhaustion Ceiling (a* ***25.42%*** *ROI) by the* ***April 17, 2026*** *options expiration."* **The Reward Distribution (Phase 7):** * **Target 1 - Ignition Point ($140.00):** \* **Risk/Reward Ratio:** **1 : 1.03**. * **Target 2 - Exhaustion Ceiling ($159.00):** *Metric: High Analyst Forecast.* * **Risk/Reward Ratio:** **1 : 2.50**. **The Risk (Phase 6):** The structural floor (today's session low) is **$113.88**. * **Max Downside:** **10.17%**. * **Risk Tier:** **Tier 3 (Warning)**. **Verdict:** **MOMENTUM GO.** This isn't a short squeeze play—the shorts aren't trapped—but it is a high-probability momentum runner. A 65% chance of hitting $140 within 37 days is statistically strong. However, with a 10% downside to the floor, this is for active traders only.
AAOI going full regard upwards over the past few days. I should've just gone all in when I first decided to buy. Sigh.
A lot of tech has been pumping for years, this sector is waking up big and photonics could be a huge part of the future. Just look around at things like data centers. Photonics will change the game if even just a few of these companies succeed. Anyone who does a deep dive into it will see the same imo. LWLG is my fav for upside from current levels but I have a bit of AAOI, POET and AXTI for the long haul.
ADTN ANET in addition to AAOI
Lots of risk but Photonics is an under the radar sector and these guys are the biggest dark horse. Look at AAOI and AXTI for comparisons on if these guys succeed
I had AAOI on my watchlist for a while, but due to technical issues with my laptop while I was out for work, I missed buying into it before it had its moonshot. So I'm without a stock position. However, I have been trading options on it, and doing well so far (nearly making as much as I theoretically would've with raw shares), so I guess that is a compromise trade. I still don't own shares though. I'll wait for a mean reversion before I nibble for the longer run. It's silly buying into parabolics.
#TLDR --- Ticker: AAOI Direction: Up 🚀 Prognosis: Buy Shares (to fuel the rocket) & $130–$150 Calls Catalyst: AI Data Center hyperscalers desperately need AAOI's optical networking components. Wife's Boyfriend Status: Extremely Proud
Nice stuff from $AEHR and $AAOI. Might rally more into GTC
Bought $AAOI a day ago and I’m already up 20%
People not in photonics are gonna be mad in a years time. AAOI and QCLS for the win
https://preview.redd.it/h8ql3t9yd8og1.png?width=1065&format=png&auto=webp&s=7e0ee283156c4b40f1aae66c7627709b21610e62 Cracking something on $AAOI. How far it can go?
I missed $LITE but gonna ride $AAOI all the way
Photonics are pumping like crazy going into OFC (March 15-19) POET LITE COHR AAOI
Told you to buy $AAOI last week, hope for another drop to $90 otherwise she’s gone
Not AAOI? You know nothing then!!!!!!!4
AAOI making me rich on this bright red day
AAOI to the moon maybe?? "Applied Optoelectronics (AAOI) said Monday it has received an initial order of over $200 million for its 1.6T data center transceivers from an unnamed hyperscale customer." - MT Newswires
Photonics is the way! AAOI and QCLS is my saviour🛐
SNDK and COHR doing their best to hold support LITE, AXTI, AAOI want higher Will the macro be too much..?
It’s like at a certain point you go down 5k 10k 30k unrealized but you’re holding MU, EWY, and AAOI and gotta just hold the bags. Takes away some of the fun in trading and taking profits but fuck man I’m not gonna lose money on these just because a 🥭 is trying to make everyone forget about Epstein.
Agreed 100%, these companies are still undervalued if anything considering their forward guidance, unless you think AI is genuinely a scam and will collapse then there is no reason to believe demand for memory does anything but increase - especially over the next 2-3 years. SNDK in particular, although it has grown a lot - their float is tiny, and their market cap still very conservative. I think SNDK, MU, WDC, AAOI, COHR & LITE are some of the best high growth plays in the market for the next few years, and if put NBIS as my top data center pick as well.
AAOI call on my watchlist went up 23000%. Pain
Told you to buy $AAOI at $85. This one is a 3x bagger
Where the super hero gang at? POET gonna be up there with AAOI
$AAOI and $IBRX are the only ones i'm tracking. I think each will 3 X by EOY
Great stuff. Out of the ones you listed, I missed out on the AAOI rocket, due to some technical difficulties I experienced with my laptop the past week, causing it to be out of commission. By the time I noticed it, it was too late. But great to hear that you were there for it. In my case, I only ever trimmed and reinvested. I never exited in full. Not sure whether you did that as well. But if your portfolio was primarily those tickers, you should've made a lot more than me, as I have a lot of dilution due to diversification.
Does anyone know how much higher $AAOI can fly?
Mostly AAOI, some AXTI. COHR and LITE if you prefer less volatility.
Again, not talking about just today lol. Other Ai components are mooning while memory is struggling AAOI, AXTI both over 106% in the last month while memory is down
Photonics absolutely RIPPING in after hours. POET AAOI COHR LITE All up 10-20% in after hours after 10-20% moves today. Light is the new copper.
Why no one talking about AAOI?? Shit is parabolic
AAOI ripped on earnings. POET is in the same space and started pumping today.
Optical is the new memory… AAOI, COHR, LITE, and fiber GLW… thank me later
$AAOI will be a 10 bagger, InP baby!
POET LITE COHR AAOI All ripping. Photonics is the buzzword for 2026.
Full ported AAOI at open what a great idea... now I'm an investor
I thought AAOI was done after its 50% pop Friday. Up another 30% pre-market Meanwhile NVIDIA announced $2B investments each into COHR and LITE. They’re each up like 7%. Investments into optics for AI infrastructure continues to go hyperbolic
Silly me shorted AAOI at $87 Cooked
Yep, its getting crowded. The more crowded is is, the less upside For 3 others, sure it's crwoded. But I'd argue that market still hasn't fully realized potential of AAOI yet
Photonics is going crazy right now. AAOI, LITE, COHR. POET is due for a run back to 9-10 soon.
I flipped from -10% End of Jan to +45% YTD End of Feb, just by rotating to photonics stock AAOI LITE COHR AXTI these tickers are monster Rallying +5%-20% each in a bloodbath market, every, single, day.
Haha AAOI pump resumes should have went full port Friday
Damn I panicked sold my AAOI position just yesterday evening lol
Price action on AAOI is crazy rn, saw it go from 101 to 89 in seconds
I got downvoted for saying AAOI was the move
$AAOI Current Setup Applied Optoelectronics has formed a bullish pennant pattern with exceptional structure (15.0/15) and breakout confirmation (13.0/13). The stock trades at $84.23, consolidating just below resistance at $84.31 after a dramatic 270% rally over three months. Volume metrics are robust—current volume of 24.3M shares represents 3.92x the 20-day average, signaling strong institutional participation. The overall quality score of 92/98 and 80.73% win probability reflect a textbook pattern setup on historically reliable technical grounds. Stock Context Applied Optoelectronics operates in optical networking components, a sector benefiting from AI infrastructure buildout and data center expansion. A breakaway gap formed on February 27, 2026—just days before the current pennant formation—suggests a catalyst-driven move. The company's stock has surged from lows around $10 to $84 in three months, placing it 767% above its 52-week low. Recent semiconductor sector strength, driven by continued AI capex cycles and 5G infrastructure investments, supports this trajectory. However, the technology sector faces cyclical headwinds and valuation compression risks as interest rates remain elevated. What to Expect A successful breakout above $84.31 resistance would target $89.75 conservatively, representing a 6.5% gain from current levels. Historical pennant patterns show breakouts in the direction of the preceding trend (up 270% in three months) tend to extend 40-60% of the prior move height. Volume confirmation is critical—breakout candles should sustain the 3.9x volume ratio to validate institutional conviction. The setup fails and invalidates below the key support level of $37.02, though this represents a catastrophic 56% drawdown that would suggest fundamental deterioration rather than technical failure. Risk Factors Extreme technical extremes present acute risk. RSI at 80.06 signals overbought conditions with limited room for further momentum before mean reversion. Beta of 3.17 means AAOI trades with 3x market volatility—in a broad selloff, losses would be magnified proportionally. The sector context shows bearish regime (score 0.08), conflicting with the bullish pattern. Volatility at 2.25% annualized is elevated, and the 62-91% weekly gains suggest retail participation and potential capitulation risk. Recent rallies of this magnitude often precede profit-taking; semiconductor stocks face cyclical earnings compression risks, and any miss or guidance cuts could trigger sharp reversals given stretched valuation multiples.
Once again, AAOI saving my entire port holyfuk
AAOI, Defense, and oil ETFS are ripping. Wish I bought more last week
Damn AAOI been ripping the last few days
AAOI is such a buy lock in
AAOI been saving my entire port this month, holy shit they cookin
AAOI was sub $2 in 2023. It’s over $80 today. Anything is possible
AAOI to the moon!!
I am telling you AAOI is the next LTE
AAOI is the next LTE. Dumping $1000 in when my bonus hits
AAOI. wtf shoulda bought more
Bought 2 shares of AAOI yesterday, really wishing I bought more instead of MU and CRDO
Bell rang before I could buy puts on INOD and ZS, and calls on AAOI, but I did buy AAOI shares after the bell... My time management sucked today...
Looks good to me, I'm holding all these as well at smaller weights except EWY and AAOI? What's your thesis on AAOI?
I’m 46% MU, 23.5% SNDK, 14% NVDA, 8% EWY, 8.5% AAOI. Today is looking like it’s my day, FUCKKKK YEAA
AAOI was ripping this morning and now it's barely green.
Anyone know why AAOI mooning since mid-morning?
remember AAOI fiber? pooperidge farm remembers.
What's going on with LITE, AAOI, COHR
it'll come back around. i sold AAOI at $95, and it somehow didn't use up all my luck.
AAOI is choppy but has been getting some flow here and there. All the large order flow that I’ve seen has been bullish. Someone got in on 12/31 for $366k worth of 02/20 $40 calls.
Uhh, from my own personal research so far, to cover all grounds I’ve liked: 1. $AXTI - Basically 40% of InP supply chain 2. $DOWA + Sumitomo for Western hedge on InP / InP substrate 3. $AAOI, $LITE for hyperscaler buildout, AAOI for AMZN/MSFT, and LITE for everything but more levered to Google TPU 4. $MRVL and $AVGO - MRVL design partner for MSFT 2026-2027, and AVGO kinda everything.
POET, AVGO, AAOI, LITE, COHR, and any US photonics company are one level higher where they all depend on InP substrates or Indium Phosphide to make their optical components. Basically AXTI is the lowest level of the entire supply chain.
Entered C on Friday. $123 2 Jan. Looking at 45 AAOI for 9 Jan