$AAOI

3 theses

bullish 100%neutral 0%bearish 0%

Avg return (3m)

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Win rate (3m)

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1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Jun 10, 4:10 PM ET

$AAOIDDbullish

u/alwaysmoney2 · 6d agono track record yet

AAOI - The Chokepoint To $525-$700

AAOI is a vertically integrated optical supplier positioned at a critical bottleneck in AI infrastructure—the optical interconnect layer between silicon and power. With hyperscalers spending $725B+ capex in 2026 and the optical transceiver market reaching $26B, AAOI's $1.1-$1.5B demand is supply-constrained rather than demand-constrained, suggesting significant room for revenue growth and margin expansion as production capacity scales.

At post $202.89Now $175.13-13.7% since postedas of Jun 10, 4:10 PM ET

1d-12.8%

3d-12.8%

1w—

1m—

3m—

6m—

1y—

original post →

$AAOIGainbullish

u/ActionHeroLOL · 28d agono track record yet

“Put like 1% of my portfolio into these”

$AAOI YOLO

After a 30% post-earnings drop, author bought 1% of portfolio believing the stock was oversold. The earnings report revealed fundamentals solid enough to justify a recovery from the depressed price.

At post $223.10Now $175.13-21.5% since postedas of Jun 10, 4:10 PM ET

1d-8.8%

3d-14.7%

1w-25.9%

1m—

3m—

6m—

1y—

original post →

$AAOIYOLObullish

u/37366034 · 49d ago19 prior · awaiting results

AI Infrastructure Build Out YOLOs

Applied Optoelectronics manufactures optical interconnect components for data centers and AI infrastructure. The author sees optics and photonics as key bottlenecks with major upside potential.

At post $149.42Now $175.13+17.2% since postedas of Jun 10, 4:10 PM ET

1d-7.8%

3d+8.5%

1w+2.3%

1m+21.5%

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6m—

1y—

original post →

End of results.