AAOI Applied Optoelectronics Inc

$AAOI after i see how much $MRVL pay for $LITE ; AAOI i am adding every dip even i like more than $NBIS and $IREN ...

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

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

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 this is a crazy opportunity now. Anyone who's paying any real attention knows that the marvel acquisition changes the game

MM's going for morning squeezes as bears got too over confident from last few days on names like $AAOI $BE $AXTI $SPCX. Lets study and keep watch $QQQ

$AAOI Applied Optoelectronics upgraded to Outperform from Market Perform at Northland Northland analyst Tim Savageaux upgraded Applied Optoelectronics to Outperform from Market Perform with an unchanged price target of $120.

$AAOI Trading halted for MRVL & LITE. A merger announcement between these two would mean that this will skyrocket when announced.

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

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

$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 with every bull there is always a bear. It is unfortunate that a little pop on this stock in the Bears come running out. Trying to shoot it down. Tomorrow. I hope you get buried.

$AAOI Next year estimated revenue at $2.96B. Market cap at $62.50 share price is around $5.7B … Buying the fear …

$AAOI Kind of trading in sympathy and correlated to $LITE . This isn’t about the fundamentals of this company. I remain bullish here.

$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

$AAOI just remember AAOI is going to upgrade their capacity we reached 230$ 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