Reddit Posts
Your wheel is probably less diversified than delta makes it look
B. Riley says $AMZN’s RNG and OpenAI’s MRC are becoming “Structural Headwinds for Transceiver TAM.”
When do you expect photonics sector to recover ($AAOI , $SIVE)
NVIDIA just put $2B into a single optical supplier ($LITE). The AI trade is rotating to the networking layer.
Why is $AAOI experiencing high Volatility from past one week?
$POET bull is back! $40 before EOY
NNBR as the next AAOI : The Case
Pre-Market Gainers and Losers for Today (May 8, 2026) 📈 📉
Is Photonics just getting started? $LITE and $COHR
AAOI to $200? AI Optics Supercycle or Massive Bubble?
AAOI calls printing easy profits Just chilling and waiting for tomorrow’s close
Ready to break $10k — this past month has been wild
AAOI vs Citron ⚠️ Is This AI Stock Overvalued or Just Getting Started?
AAOI vs Citron ⚠️ Is This AI Stock Overvalued or Just Getting Started?
Ready to break the $10,000 mark, this trade made $3,000, this feels amazing!
756k portfolio made a killing on stocks but options destroyed me today down 24k
Anyone here still following AAOI? Trying to figure out if this run has legs
23 MARCH 2026 , THE BIGGEST WINNERS AND LOSERS PRE-MARKET
TSEM — The TSMC of AI Photonics. 5-10x potential
TSEM — The TSMC of AI Photonics. 5-10x potential
TSEM — The TSMC of AI Photonics. 5-10x potential
AAOI Gearing up for a Generational Run ($120 →$150+)
Made a ton of plays today. Let's see where they end up tomorrow and at the end of the week.
Made $50k on AAOI, now back for $50k+ AAOI shares YOLO
Made $50k on AAOI, now back for $50k+ AAOI YOLO
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
lot of dogshit stocks like IREN and AAOI look good for a quick flip
From +500 to -4k in 2 days lmao. AAOI fucked me so hard.
Theres no rotation. If covid taught me anything its that tech stocks are the only thing that matters. Buy the dip on AI (specifically AAOI)
As long as you gold quality companies yes. Of you hold shit like AAOI or whatever, youre gambling.
LITE should just buy AAOI
AAOI will have a blockbuster +100% earnings. But only after it goes down to $50
I traded some lottos with AAOI and AXTI, both went banana 1-year window
Sold everything for profit except AAOI piece of garbage
AAOI cut in half this past month
Sold 50K of VOO and put it all into photonics like AAOI. Thought I was getting a nice 10% discount, turns out everything can go down damn near 50%
same i bought some AAOI at 109 and looks like it is opening much lower my stop at 102
Sold 50K of VOO and put it all into photonics like AAOI. Thought I was getting a nice 10% discount, turns out everything can go down damn near 50%
I’ll bag hold AAOI until the day I die idgaf
Will AAOI ever return to its former glory?
What should i full port between SNDK, MU, AAOI, DRAM? I want to play this recovery
AAOI i down more than 50% in 2 months, NBIS you are next
Where do you think AAOI is headed
What the hell is AAOI doing shit stock
If you like AAOI, take a look at CLFD. CLFD to the moon!
TSEM expanding capacity and flying 18% pre market should push AAOI higher, no?
AAOI took me down with it. I could have sent that money to someone in a poor country and get reliable returns
Not looking at $WOLF $AAOI $AXTI?
I’m knee deep in AAOI and its not good DO NOT RECOMMEND
I expect a significant rotation back into photonics beginning in late July/early August. My unsolicited advice is to open or increase positions in AAOI this week. SIVE if you want even higher upside with more execution risk.
The most volatile ones. Lately- GLW, BE, ALAB, and AAOI have been juicy
I’m holding 5 AAOI shares at $160 and I will bag hold them for years If I have to
**BanBet Lost** — /u/Phantom400 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AAOI** ▲ | $122.82 → $195.00 | +58.8% | 5d | Lost |
I need AAOI to make me whole. I’ll never touch this garbage
plz pump AAOI so i can get out of this shit
Like the AI buildout cycle is just easier to trade tbh. AAOI, NBIS, CRWV, AMD, etc. These are easier to swing trade rn
Interesting, haven't heard of them. Very low market cap. It's like an even more speculative play than AAOI which is already a very speculative play.
Hope we get a massive green day for every stock except AAOI hope it crashes and burns.
$AAOI is actually trash needs to be shorted to the ground.
lol garbage ass AAOI still cant turn green
Bought an $AAOI put tomorrow. Hopefully we bring this shit co below $100 by Friday
What news would drive $AAOI to $200
I should diversify my SIVE with AAOI.
$AAOI should either shit or get outta the way
I look like a fucking idiot having bought AAOI at 160
AAOI earnings when? I have august calls trying to gauge how badly it’ll get
sorry bulls. I bought calls. Just like i bought AAOI calls. everything i touch turns to crap. fuck this!
AAOI holders partake in CBT
Keep shorting $AAOI lads this company needs to get out of business.
Literally as soon as i shift my money from $RDDT to AAOI and AXTI they decide to die and go to 0 obv and RDDT decides to pump obv
I started following Serenity in March, doubled my money on my initial $SIVEF purchase but I’m now bag holding to the tune of -25%. Also on AAOI and a few others. The funny thing is, Serenity and others were waving the Goldman diagram of all the CPO players; I bought $SMTOY based on that and I’m down 6%. It also did a four-way split the other day. The only thing that’s still holding up well is $MRVL, most of which I bought for $162 in March. I sold my $CCXI today for a quick 10%. Churchill was also behind $INFQ which has dropped like a lead balloon. Anyway—I’m holding on my CPO tickers. Tomorrow is gonna be a bloodbath :/
People still follow Serenity? That person got lucky in March on the CPO calls but since then all those stock have halved. SIVE AAOI AXTI NVTS How they are pumping CCXI
AAOI AXTI SIVE all cooked unless you bought in March
True, I have high concentration positions in CRDO and AAOI, let’s ride 🫡
Not even gon buy anything, will just wait for MU WDC AAOI to fly
what is this dumping bullshit again on WDC LITE AAOI? market pumps for 4 mins then sells? wtf is that
Rode AAOI from 50's to 20's thinking I DCA'd into a bargain in 2017. At $30's and $40's sold all and never looked back. Be careful, highly cyclical. PE looks cheap during upcycle then revenue dries up for years.
Fullport SIVE, LITE, AAOI Probably some others
Anyone else bag holding AAOI at $200? No? Okay.. :(
Who bought AAOI over 200? LMAO
I gotchu fam. I work in the industry. You know your internet modem/router you plug your Ethernet cable from it into your computer? In a data center same thing you plug a cable from a switch to a server. Except that cable’s more advanced. Tip of each cable that you plug in, is what AAOI makes. Inside that tip are chips that Marvell and Broadcom makes.
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AAOI** | $195.00 (above) | $122.82 | +58.8% | Jul 10, 5:44 PM |
what do you guys think of AAOI?
"but there were talks about AMD signing a deal with AAOI" If that shit gets announced, fuck everything i said, and enjoy retirement. i did sell my measly 200 shares to weeks ago when I saw the highs fell from being 190 to 200+ and started becoming 180 - 175, I may open up some CSP to get back in, best of luck and i hope you get rich mofo
If you lose money all the time and you think AAOI is not a good investment... wouldn't that make it a good investment? Lol, jokes aside, AAOI (and SIVE!) are especially appetising exactly because they are still expanding and scaling up their business in order to meet insane demands. Yes, execution risk is the biggest issue, but there were talks about AMD signing a deal with AAOI (they need photonics stuff but, as I said, the big boys are already fully booked) and SIVE is being bought by lots of institutions and will be one the NASDAQ soon. While there are execution risks, way bigger players than us (both companies and institutions) are already betting on them. I honestly have zero fear in holding a big chunk of SIVE and AAOI for a full year (at least) from now.
I see your point, but AAOI volatility is based on future expecteatiosn that they will execute one the demand. Honestly it probably can and will run up for earnings. BUUUTT I can see the stock running up for earnings, but I can also see more sell off Last I checked they werent yet profitable and went back to the well for more debt. And the market has been shitting on companies who even slightly mention the word "Capex" In last AAOI earnings doc - Strong demand, investing capital to meet demand “We made tangible progress during the quarter on expanding our manufacturing capacity, which is a critical step as we prepare for higher-volume production of our next generation datacenter products. We believe we are well positioned for sustained growth and the capital investments underway are expected to fundamentally strengthen the company as we execute on the strong demand we see. I wont doubt that you guys have looked into this already, but beyone Photonics, when any company talks about bringing in mroe debnt aint been looking too good, I.e CRWV, AMKR, ORCL AAOI does not have NVIDIA backing to make them look better than they do on paper like COHR and MRVL do I dont know man, i lose money all the time, aint the best at this any way
Those companies are fully booked up until 2028, AAOI and especially SIVE are not... all of this while demand for photonics is going crazy... do you see where I'm going with this?
Take off all your clothes and look down. See the tiny little stick dangling? Thats an important part of your body, it’s where pee pee comes out. This company, AAOI, makes a different important part for big businesses to make money.
I entered all of Goog, MU, AAOI, CVX, UNH leaps at bottom and sold all of them for 20-30% profits. I accumulated RDDT and MSFT ‘28 leaps last 2 months. I will let them expire this time.
AI data centers need more optical connectivity, and AAOI is in the right neighborhood. Revenue forecasts for these optical names can look insane on paper, then the timing slips, customer concentration shows up, or capacity takes longer than expected. Just what I would keep an eye.
I can’t tell you how many times this pig got slaughtered being greedy. I bought back the sept $230s when GLW was at $210. If it goes to $190 I will buy another lot to bring cost basis down. Hopefully it doesn’t pull an AAOI and collapse.
apparently there is an AMD and AAOI deal about to be announced soon, [https://x.com/twils1211/status/2059374002892583109](https://x.com/twils1211/status/2059374002892583109)
He's talking about NOKIA and it hasn't had it's run yet so I think he's onto something. You're right COHR, LITE, AAOI, and other have had their run with more to go because of this optical infrastructure play. But NOKIA is positioned to be able to supply single InP chips that fold lasers, modulators, and detectors into one solid piece whereas COHR, LITE, and others supply the individual components. I'll have to dig deeper into NOKIA but sounds promising.
AAOI finally woke up today. Would like to see $170+ in again in July
Lite does not offer CPO, they offer the same thing that AAOI offer, laser chips.
AAOI is clearly not the strongest photonics play by that description. I can’t apply forward multiples anywhere near LITE and COHR because AAOI merely provides the components for CPO rather than offering it themselves. You mentioned two things: transceivers business and lasers. Transceivers are disrupted and their lasers are sellable only if LITE and COHR are sold out of CPO. That’s not a convincing investment for me.
The thesis is straightforward. Lumentum is completely booked through 2028, and the laser shortage isn’t easing anytime soon — every qualified laser supplier will be absorbed by demand. That’s where AAOI steps in. The AMD rumors are particularly interesting. If AMD adds AAOI to their ecosystem alongside GLW, AAOI essentially participates in two separate cycles simultaneously — supplying transceivers for one and laser chips for another. That’s a dual revenue stream most competitors can’t offer. What the market is currently missing is the laser chip story. Everyone is focused on the transceiver ramp, but AAOI is expanding their Sugar Land facility’s laser chip production for a reason. That build-out isn’t just capacity insurance — it’s a deliberate bet on becoming a vertically integrated laser supplier at scale. And here’s the optionality that rarely gets discussed: if CPO eventually displaces pluggable transceivers, AAOI doesn’t necessarily lose. The same Sugar Land factory floor can be reoriented toward laser chip production, since CPO architectures still require external laser source modules. The factory becomes more valuable, not less. This is a company positioned to win in multiple scenarios, and the market is only pricing in one of them.
Who bought the flash sale on MU/AAOI? Free money
AAOI announce that AMD deal u dickhead
Software got its 1 day run on Friday. Buy DRAM, MU, INTC, WDC, AAOI, AMD, SOXL. Microsoft doesn't go up.
AAOI management confirmed $471M/month in revenue by mid-2027. This doesn’t even include laser revenue. LITE currently trades at 10-13x forward PS. Apply even half that multiple to AAOI’s annualized run rate and you’re looking at a market cap that puts the stock well north of $500. Execution = 5X in 12 months
I’m well aware of this. LITE and COHR make lasers too. Why would anyone buy lasers from AAOI when LITE and COHR offer CPO. AAOI’s best answer is NPO.