Reddit Posts
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
Reminds me if AAOI. Like, not sure who is buying at such a run up. I know that once I buy, im getting wrecked.
LITE, GLW and AAOI need to pave the way for tech dump
AAOI formed double top on a super overvaluation on twice as little volume as on Friday. Technicals point to a correction. Itll drop as hard as a rock in a river. Puts will print hard af.
Check throughout the week on rolling them out a week and down in strike price if you’re underwater in the CSP. I’ve found that on higher IV stocks there’s an asymmetrical pricing that has allowed me to dig myself out of what looks disastrous bad week, as well, get back a fair amount of gap ups. Just last week I rolled up BE, ASTS, and AAOI for $0.10 to $0.27 on the dollar. ASTS rolled within $1 of the current price, up $6 for $0.60. I had to keep rereading my trade slip because I couldn’t believe the numbers. I had HUT however that gapped up and the roll was nearly $ for $ and so I took assignment, buying new shares, selling ATM CCs to compress my basis ASAP. I had a similar experience with BE on drawdowns. Typically the higher the beta tend to work better. As for ONDS, the IV has been declining and I’ve considered pulling back but it has been a workhorse for me. My net basis is zero since Nov.
I just bought lwlg on Friday one thing I like about it is it's essentially debt free and a low market cap but I don't know whether to pick this one AAOI or POET
I bougth AAOI at 98$, looked at it going down to 80$ and then sold it at 115$. Two days later it's at 150$ lol
Wow you caught that AAOI bounce like a pro do you think that XLE move was more about hedging or something else entirely?
LWLG TSEM AAOI LITE If we go on a bull / turn risk on oh lord
Ok. I had AAOI on my watchlist for a few years. This thing used be around $2 and now it’s over $150. That’s almost like a GameStop squeeze. I’m gonna keep an eye out for maybe a short play
Sold AAOI & NBIS today for 90% gain on both. Charts were looking a little too vertical.
Imagine sitting there on the sideline watching AAOI goes from $84 to $150 in a week.
Think it's about time for some AAOI calls now
$AAOI - looks like non-stop running, is this could be the next Sandisk $SNDK?
# $poet Poet Technologies # Cramer's "Buy Hardware, Sell Software" Trade: LITE, COHR, AAOI, VIAV — And The Silicon Photonics Stock He Didn't Mention [https://stockalpha.ai/alpha-breaking/cramers-buy-hardware-sell-software-trade-lite-cohr-aaoi-viav-and-the-silicon-pho](https://stockalpha.ai/alpha-breaking/cramers-buy-hardware-sell-software-trade-lite-cohr-aaoi-viav-and-the-silicon-pho)
AAOI is just Unstoppable
$AAOI , Thank you for your attention to this matter
Shorted AAOI in 70s and stuck. didn't expect it to pump to 140 in about a month. Optics area is overpriced right now
Holy fuck why do AAOI LITE COHR just keep pumping…. And POET has no movement
I trade on high beta names and today had an interesting experience that goes to show the difference in IV from one stock to another. I had sold CCs on all of my inventory of stocks last week near the money because the market wasn’t doing well. With my option harvesting system, getting assign is fine. So I sold tight, then TACO Tuesday happened yet again. On Wed, most of my stocks jumped 10%. The experience was just how different they were when it came to rolling them. The stocks were HUT, AAOI, and ASTS. In each case I was about 10+% ITM. I’ve found that sometimes when IV is elevated, that you can roll out a week and grasp up on the strike price for a little premium. For HUT, rolling from 4/10 to 4/17, the premium was literally dollar for dollar. To move the strike up $5 cost &5 and change. AAOI had gapped from my $103 CC, to $127. I managed to roll up $10 for less than $0.20/dollar. At $114 the average cost jumped substantially so I settled on essentially, gaining $8 on a potential assignment, which worked out on a 400% gain on the $2 investment. The winner was with ASTS. I had sold $87 CCs last Friday, and today with it over $95, I rolled up three strike $7 to a dollar shy of the ATM for next Friday at a cost $0.10/dollar. Most of the literature on options on covered calls say that doing so, locks you out of any gap ups. What I’ve learned over the past six months of serious option trading is that doesn’t always hold true, especially on high beta names. Ironically I’ve been burned more on lower beta stocks. I had a 20% gap down on BE, and within a few trades I was back on the positive side rolling the option around. Being dynamic and reacting when the IV spikes has been a key to success.
PL, AAOI/LITE, FSLY are all nuts right now too
Hurts to see LITE AAOI at ATH while I’m holding POET waiting and waiting….
AAOI, LITE, COHR >>>>>> Fucking MSFT
**Haha thanks for asking. I closed the position before the market closed and moved into AAOI.**
Sure, AAOI is still in good shape and performing well. Right now, it’s a good time for swing trading and long-term investing, but don’t go too heavy on your positions.
 AAOI: I think this is the right price point right now. Personally, I think it will rise to 130 or even higher.
**AAOI is very volatile so it's suitable for swing trading**
What about AAOI? How do you usually determine entry points?
My strategy? First praise to allah, then PUTS AAOI, LITE AND WHATEVER IS PUMPING TODAY
QCLS is up 8%. Small Mcap photonic is where it’s at. Have some AAOI, but feel like there is less upside left there, but I’m pleased with a cost of 38$. Huge percentage of my port in QCLS. Just a question of when it really pops
what to watch tickers KODK AAOI CRBP ALMU [https://www.optionmillionaires.com/april-6th-2026-watch-list/](https://www.optionmillionaires.com/april-6th-2026-watch-list/)
Market Pulse | Top 5 Gainers – April 3: $AAOI +20.34%, $SBAC +18.93%, $YSS +18.77%, $VSAT +18.70%, $LUNR +18.53%. Notable strength across tech and communications stocks in today’s session.
Up 67% YTD AMPX AAOI NBIS LITE My biggest winners Could've touched +80% YTD if I sold my APP, CRDO
LITE Has IV30 of \~100% and IV30 Rank of 81% presently. So the IV is on higher end than usual. Over the last 3 months it has held consistent Put Yields at \~7% and Call Yields at \~3.5% for option contracts closest to 30 Delta and 30 DTE. It has a wheel rank of 85 making it a consistent premium provider. VRT Has IV30 of \~73% and IV30 Rank of 90% presently. So the IV is on higher end than usual. Over the last 3 months it has held consistent Put Yields at \~4% and Call Yields at \~3.5% for option contracts closest to 30 Delta and 30 DTE. It has a wheel rank of 68, so LITE provides more consistent higher premiums. AAOI Has IV30 of \~135% and IV30 Rank of 97% presently. So the IV is almost at peak over a 1 year range. Over the last 3 months it has held consistent Put Yields at \~9% and Call Yields at \~4% for option contracts closest to 30 Delta and 30 DTE. It has a wheel rank of 90, so of the three AAOI has provided the more consistent higher premiums. So returns and consistency wise AAOI > LITE > VRT. But AAOI is almost at the peak of IV30 so its highly volatile. All this info and can be found at [thetahedge.io](http://thetahedge.io), which tracks more than 1500+ tickers with all metrics needed by option sellers to make a decision!
AAOI rose another 4.7% in after-hours trading yesterday; it is bound to continue surging this coming Monday.
I started with a 5% position after earnings, bought a bit more as good company news came out and the stock went up. Reloaded to 7.5% total yesterday because their fab build has been going well, they fixed a technical issue with their product, and the stock was down much more than anything else of mine, due to reasons discussed elsewhere in this thread. After the jump today that's 9% of portfolio without buying more. I'm just going to let it ride at this point. Also have 10% in LITE, and 30% in 2x leveraged ETFs split between Micron and SanDisk. So my portfolio isn't for the faint of heart. But I have solid finances and don't need this money anytime soon - most is in IRAs I won't touch for over a decade. AAOI will continue to have wild swings. Start small and go from there. I'm not going to buy more unless it dips significantly and nothing has materially changed about the company. Though fwiw they announced another Microsoft order after hours, and the stock popped a bit in aftermarket.
yeah the insider selling is definitely not a great look, and AAOI has burned people before so I get why you’re cautious I’ve been around this name a while and every time the story starts looking good, something ends up disappointing. so that part hasn’t really changed what feels a bit different this time is the demand side. datacenter is actually showing up in numbers now, not just management talking. the 800G and 1.6T orders are real, not just slides but I agree with you on dilution and how this trades. it moves like a momentum name, not something you can just sit in comfortably I’m watching it the same way as you. if they can actually string together a few clean quarters without surprises, that’s when it gets interesting. until then I’d rather stay a bit skeptical
Yeah I get what you’re saying on the asymmetry, but I think the story is actually changing a bit vs the old AAOI. Latest earnings were pretty telling. Datacenter is now basically overtaking CATV, which hasn’t really been the case before. Revenue growth was also pretty strong YoY. And more interesting part is the recent orders. They’re landing 800G and even 1.6T orders from hyperscalers, backlog from at least one big customer more than doubled. That doesn’t look like the old boom and bust CATV story to me. I still agree management is a legit risk here, that hasn’t changed. But feels like this is one of those moments where the business is actually transitioning into AI driven datacenter demand, not just getting a temporary boost. So yeah maybe it is a retail favorite, but I wouldn’t dismiss it as just hype either. Execution is everything from here.
Could be an asymmetrical bet Company is projecting 1.5 P/S, 5 P/E in 2027 (at this price) For quick comparison: LITE (sector leader) will do 5b revenue in 2027 at 50b market cap AAOI will do 4b revenue in 2027 at 6b market cap Almost apple to apple comparison, you could see AAOI valuation is hilarious But company had terrible track record in the past, management could turn out to be mr. all talk at any day No wonder it's becoming retail favourite, betting for assymetry
ASTS RKLB MDA RDDT RBRK COHR LITE AAOI Pretty happy (lucky) so far with how I timed things around recent happenings, all positions in the green currently.
Iranian quant reverse 🥭indicator to fade the news worked big again today with $LUNR, $AXTI and $AAOI. Honestly thinking about liquidating everything now that I’m up and just wait.
jane street eating good off all this insane AAOI volatility
Thank you the god candle on AAOI
And its baby brother AAOI
You guys bought the dip on tech yesterday, right? AAOI -13% on no news is as close as free money as you'll ever get
Institutional investors known for market manipulation - They trade volatility, especially with popular retail stocks and will take large positions which is generally a bad sign in the short-medium term - See Ondas from Jan 2026, Silver from Feb 2026 and last year MSTR from Q4 2025 and Opendoor Technologies from Sept 2025 (spiked until the large position was disclosed but since then has been dumped hard) From my experience any gains will instantly be shorted to trigger stop losses and cause panic. This is basically an institutional hedge tactic long-term they are bullish but they will make bank on the volatility so be prepared for AAOI to be up & down like a yo-yo. They took a large position this month so we shall see what happens but if you're investing for the long-term it doesn't really matter.
$AAOI has a $9.97 or 11.98% implied move for the rest of the week. Price discovery at its finest
Claude told me investors are getting jitters ahead of an April 14 deadline to release a report on optical components with tariff recommendations. AAOI and LITE are absolutely eating shit today.
Jane Street have a stake now so just a warning with AAOI. AXTI maybe the better option.
Any news for AAOI or is it just dumping 12% for no reason
Main positions, as a group about delta neutral, but questioning my apparent cognitive dissonance on some at the moment. - Calls: AAOI • LITE • GLW - Puts: COIN • NOW • APP • SAP • KKR • SMCI *Disclaimer: for entertainment value only, also see the book **"Throwing and Catching Falling Knifes For Dummies."**..*
What is this pump on COHR, MU, AAOI
Not really. All it takes for these shares to jump by 20% is a new order. $AAOI jumped by 18% when it announced a new order yesterday. Made £4,000 by buying the share at 19:50 the evening before the order was announced the next day.
FIX, GOOGLE, AAOI, PBR. McDonald's is up amost 500% in about 5 years. What companies do you invest in because you think they will be worth more?
POET ready to catch up with AAOI and LITE.
The rarest of all trades. I'm thinking of doing this with SIVEF, AAOI and AXTI rn. If the war doesn't fuck everything up they're the next memory.
Shorting AAOI tomorrow
Not really, mate. The world has so many electrical gadgets so we need more copper. Over time, we need more copper because everything will become more electrical. Lithium Tungsten Copper Gold Silver Gas Oil Laser = photonics $TUN, $SIVE, $IQE,$AXTI, $AAOI, $TSEM- these are the shares to concentrate. Good luck.
I feel like AAOI could be the next SNDK
Put some respect on AEHR , AAOI and LITE Aehr still the lagger with the most upside remaining
Not sure the last time my total port was net negative delta. It is now, LOL. My calls on AAOI, LITE, GLW are printing today—but if it wasn't for those photonics plays, I'd be full port puts. My spring put collection: COIN, APP, CRM, WDAY, GDDY, NOW, NTSK, KKR, DOCS Se you all at the bottom of the hill!
*“Oh* ***AAOI****,* ***LITE****, and* ***GLW****, you are the lights of my life…..”*
“Oh **AAOI,** **LITE,** and **GLW**, you are the lights of my life…..”
AAOI LITE ACMR EWY ftw
Aehr Test Systems is a leader in wafer-level burn-in and testing for silicon photonics, providing critical technology for data center interconnects and AI processors. Why AEHR matters so much in this chip and photonics: Think of the stack. Companies like Intel and NVIDIA design photonic chips. Those foundries manufacture them and Aehr ensures they actually survive real world conditions. Without AEHR or similar solutions, yields decline, costs increase, reliability risks grow, and adoption slows. Aehr isn’t the builder of silicon photonics, it’s a critical enabler. It acts as the gatekeeper of reliability, accelerates mass adoption, and reduces costs through wafer-level testing. Simple analogy: Silicon photonics are high-performance race cars, and Aehr is pushing every engine to its limits before race day. It also has higher short interest than AAOI and LITE with lower volume. It’s also a high gamma stock it’s just begging to pump, company likes to release news of orders they’ve been quiet this month so far news is to be expected.
Jumped in today on both CVNA puts and USO calls when market peaked, hopefully tomorrow not another fake up... Also ATM short QQQ RBRK, long CRCL AAOI NIO
What pull back? Agentic AI companies Docn and fsly had a pull pack in but now heading back up Memory companies still going strong As we hit the copper wall Laser companies have seen strong increases which will likely increase as more sign multi year deals One like AAOI signed a 10 year deal
Cool. I made money on POET last year... Recently, I'm playing in & out of LITE AAOI GLW in this space... currently in LITE ...
+131% last year from NBIS IREN APP HOOD +62% this year YTD from AAOI AXTI NBIS Easy, just follow where liquidity is How to know? Answer: Fintwit
COHR MU AAOI Are setting up for some Crazy Runs. COHR is My Top Pick New High Next Week. MU is Next but I don’t Know if its Capex will continued to be held against the Stock Price in the Short Term. Could Run Next Week or Wade around for a Month or longer, like MSFT and APLD. Or just market sentiment like NVDA. COHR is Part one of The Optics companies NVDA is investing in. AAOI is the other one. COHR was running up before the announcement and has been winding up for a run up. Can Jump 25-50 Points in a day
GROK DD on FIVE Current Context (as of March 20, 2026 afternoon CDT) Stock spot: Hovering around $226–$230 (your screenshot had ~$227.70, real-time quotes show it dipping to ~$226–$228 mid-session after yesterday's massive +10–11% earnings pop to close ~$235, with intraday highs near $237). Today's fade is typical post-earnings profit-taking/consolidation—holding above ~$225 support so far, no panic selling. Catalyst strength: Fresh Q4 beat (EPS $4.31 > $4.00 expected, sales +24% YoY, comps +15.4%), raised FY26 guidance (sales $5.2–$5.3B, adj. EPS $7.74–$8.25 midpoint, above consensus), and upgrades rolling in (BofA to $305 Buy, UBS to $285 Buy, Telsey to $260 Outperform, JPM to $259 Overweight, Guggenheim Buy, etc.). Consensus targets now cluster ~$229–$260+ (some medians/averages pulled higher post-earnings), implying 15–30%+ upside from here if momentum rebuilds. Path to $260: Needs ~14–15% move from ~$227 spot (or ~11% from $235 highs). Very realistic short-term—yesterday alone did +10%+ on the news. Retail strength (your shopping vibes on crowds/merch), store expansion (~150 new), and consumer discretionary rotation could fuel it back toward $235–$240 quickly, then upgrades/news keep pushing. The $260 Call Specifics (April 17 Exp) Premium: ~$2.10 (from your Builder screenshot—fits your $200 AAOI win perfectly for 1 contract ~$210 risk). Breakeven: ~$262.10 (+15% from $227.70 spot). Why it's YOLO-viable: OTM enough for leverage (could 3–10x if stock hits $260–$270+ on continued upgrades/retail tailwind), but not insane lottery odds given the analyst pile-on and recent momentum. Longer DTE gives breathing room for theta vs. weeklys. Upside scenarios: Stock reclaims $235 (recent high) = premium recovery fast; push to $260 (many targets there) = big delta/gamma payoff. Your personal edge (shopping there) adds conviction on traffic holding strong. Risks & Realistic Check Downside: If broader retail fears (spending slowdown, macro) hit, it grinds lower—could expire worthless if no rebound. Today's dip shows volatility. But odds favor doable: Earnings reaction still unfolding positively (upgrades outweigh any fade), and $260 aligns with several fresh targets ($260 Telsey/Wells Fargo, higher from BofA/UBS). Not a moonshot—more a "catch-up to analyst love" play. This keeps risk tiny (your AAOI profit covers it), rewards big if right, and fits the bounce vibe you like. Limit buy 1x $260 call (~$2.10 or better) Monday open if it holds $225+ and volume picks up. If it feels too stretchy, the $270 at $1.30 is even cheaper for more lottery juice.
Probably SNDK and photonics stocks like AXTI and AAOI
Where did you get those forward P/E numbers? Its mostly misleading. Stock ran up because there it large ramp-up in backlogs that is not updated by yahoo finance algorithms Especially AAOI, their forward P/E should be 5-10 by now
AAOI forward pe according to yahoo finance is 84
nahh my market is green just invest into Companys like Lumentum,COHR,AAOI etc.
I traded AAOI at the $10 range 2 years ago in hope for some AI infrastructure pump but it didn't happen and I gave up on this. How was I too early, damn
POET, AEVA and GSIT gonna pump off AAOI, LITE, COHR
I spent a little time at lumentuem because I own some, but didn't get the gist on why they or AAOI for that matter are printing so hard.. Thinking about it today, the way GLW is positioning itself, it's about to own the space. There were 740 companies there, most I never heard of and most not publicly traded. I only wrote about the few that struck me as surprising.
Agree with you. But read the article. Seems very reasonable to me. Also long LITE, AAOI, COHR, and a few others. ALMU still has to prove itself, but it seems they are making real progress.
AAOI (even though it’s already had a huge run) and IREN
AAOI dummmping but still bullish on all AI bottleneck plays including COHR and AEHR
Anyone get fucked by AAOI? When does the bleeding stop?