AAOI Applied Optoelectronics Inc

$AAOI On my opinion if mrvl swallows lite for at least$80b, AAOI is very attractive at the current value.

The amount of fire sales on fast paced growing companies specifically in the mid cap AI and infrastructure space is absurd.... not sure I've seen anything like it. Many down 50-60-70% in just a few months time. Total crash.... Important to be "stock pickers" Bc only few will snapback and have 50%+ bounces off lows. Names I am looking or watching: $AAOI $BE $AXTI to name a few. I am trying to stay AWAY from the Mag 7 names bc of Capex spend $SPY $QQQ

$AAOI $LITE acquisition by $MRVL (rumored) makes AAOI stand out and be another potential candidate to be acquired

$AAOI Why does this post make me feel like we're going under 67? I hope not, just saying, lol.

$AAOI Needham analyst Ryan Koontz maintains Applied Optoelectronics (NASDAQ:AAOI) with a Buy and a price target of $170 — he’s not new to this, he’s true to this 💰

$AAOI Touchdown of that LH from before, looking for a breakout above and a target $100.41 in the days leading up to earnings. If the market reaction to earnings is solid, going to look for a breakout above $131.40. GLTA

$AAOI Glad I bought in at $68!! Their earnings come out next week which everyone is anticipating are going to be a blowout. The stock might reach $90 by the end of the week. There's going to be a lot of hype all next week in the run-up to earnings. I would load up at this point. May never see $73 again

$AAOI is setting up nicely as it runs into a major supply zone. The downtrend is starting to turn: Monday broke the lower high at $71.88, and Tuesday followed through with bullish continuation. I expect most of these imbalances above to get filled over the coming week. I’m leaning long here. If $130 breaks, ATHs could be in play soon (2-3 month cycle)

$AAOI $IREN I don’t think it is about earnings next week. It is about election results and future guidance.

$AAOI I think getting this back to $77 tomorrow would be a great accomplishment and a step forward in reaching $100 before the end of the year.

Wall Street is punishing the entire AI infrastructure sector because hyperscalers are spending enormous amounts of money, but where the hell do they think that money is going? Companies like $AAOI, $IREN, and $CRWV are supplying the networking equipment, building the capacity, and delivering the compute needed to support that demand. Yes, financing, execution, and profitability risks are real, but continued capex spending is an opportunity for these businesses, not automatically a negative. The market can keep overreacting in the short term, but as long as that spending translates into revenue and profitable growth, my long-term thesis remains. intact. $QQQ $SPY

$AAOI may have acted like a $SIVEF since bahhhh top bahhht the $AEHR balls in a bear market have 3 legs down and that AAOI gap held. Serenity $NOW as its only a bahhh under da hood. N shud get $NICE again soon.

$AAOI just remember AAOI is going to upgrade their capacity we reached 230$ without the new expansion builded imagen next year and 2028 this will break 200$ again..only a question of time holding my shares till then and with marvell buy lumentum the eyes will soon be pointed here too ..good weekend to all true holders

$AAOI The problem is that we think that if we are right in our thesis and make the right decisions and buy the stocks that should profit from the situation, we should get rewarded. The stock market is no longer like that, to suck your money out of your portfolio- they open shorts, buy puts and the mm’s sell the right stocks to make them loss 30% in A week, at last you sell low, your stop loss activated, they buy from you, slowly, patiently, and you see the stock rises after a few months, because you are not patient as they are.

$AAOI the new of marvell IS good for aaoi, now we Will be in the list of Big boys for future adquisitions but for marvell shareholders je je no... 4b cash to buy 85b mcap of lite? They could have bought lite for 200$ share only 15 months ago but for aaoi shareholders IS very good

$AAOI ok that convinced me to go long. Maybe there something good here. Whens earnings? Tomorrow?

$AAOI $AAOG SCOOPED SEVRRAL THOUDAND SHARES OF $AAOG HERE $AAOI BOTY IS 62.00 on 3 year chrt‼️Close enough 😎👍

$AAOI is about to break loose. Big tech earnings are going to be epic followed by a huge jump for AAOI.

$AAOI **AAOI – Bullish Investment Thesis** **1. Growing AI Demand:** AAOI is well-positioned to benefit from rising demand for high-speed optical connectivity as AI data centers continue to expand. **2. Strong 800G Growth:** Rapidly increasing 800G shipments are creating a meaningful new revenue growth driver. **3. Major 1.6T Opportunity:** A $200M+ order from a major cloud customer provides a strong foundation for next-generation product growth. **4. Capacity Expansion:** Aggressive U.S. manufacturing expansion and improving non-GAAP profitability could support stronger revenue growth and margins. **Bottom Line:** Strong AI demand, accelerating 800G shipments, major 1.6T orders, and expanding production capacity position AAOI for potentially significant growth through 2027.

$AAOI Their earnings come out on the 5th of November! They are supposed to shatter their numbers. This might cause the stock to run up in the week prior and after earnings. My guess is we are up $15 before earnings and then another $15 after earnings be prepared!!!