AAOI Applied Optoelectronics, Inc.

AAOI Applied Optoelectronics, Inc.

Technology · Communication Equipment

Desk view

Watchinglow conviction
Basis Logged decision
Updated

Market read

Scan convergence 1 scan as of 2026-10-16 1 neutral converging

POC $103.67 · VWAP $112.28 · -32.7% vs 12m avg buyer

pullback vol: normalgaps: stablechurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Cluster CFO + 1 other sold $1.1M, Oct 7–14

Coverage

8 related campaigns

Watchlists @ai-bottlenecks@monster-discoveries@optical-supply-chain@thebuildout-co-packaged-optics-cpo@thebuildout-data-center-fiber-high-speed-cabling@thebuildout-optical-transceivers-modules

AAOI Price Structure

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Peers

Every watchlist AAOI belongs to, members best 30-day change first — AAOI highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@thebuildout-data-center-fiber-high-speed-cabling
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ALAB+6.2% -5.3%1d -16.5%7d TEL+5.2% -0.2%1d -2.6%7d CRDO+5.1% -4.9%1d -21.6%7d MTSI+4.2% -3.4%1d -20.6%7d APH+2.7% -2.6%1d -9.0%7d NVDA+0.1% -1.4%1d -6.6%7d MRVL-0.8% -5.6%1d -17.2%7d AVGO-3.2% -4.5%1d -9.1%7d JBL-6.4% -3.1%1d -9.2%7d FN-7.4% -5.6%1d -25.3%7d GLW-8.4% -4.6%1d -15.8%7d LITE-10.4% -5.2%1d -25.3%7d SMTC-18.4% -5.2%1d -27.0%7d COHR-19.7% -7.1%1d -25.5%7d AAOI-21.9% -9.8%1d -31.1%7d
@thebuildout-optical-transceivers-modules
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GFS+8.5% -4.3%1d -3.2%7d TEL+5.2% -0.2%1d -2.6%7d CRDO+5.1% -4.9%1d -21.6%7d MTSI+4.2% -3.4%1d -20.6%7d APH+2.7% -2.6%1d -9.0%7d NVDA+0.1% -1.4%1d -6.6%7d CSCO-0.3% -2.2%1d -9.3%7d MRVL-0.8% -5.6%1d -17.2%7d CIEN-2.3% -6.7%1d -26.0%7d HPE-2.7% -6.0%1d -24.9%7d AVGO-3.2% -4.5%1d -9.1%7d TSEM-3.3% -6.8%1d -14.5%7d STM-5.6% -2.6%1d -12.8%7d JBL-6.4% -3.1%1d -9.2%7d FN-7.4% -5.6%1d -25.3%7d NOK-9.9% -4.5%1d -11.8%7d SANM-10.3% -6.9%1d -19.2%7d LITE-10.4% -5.2%1d -25.3%7d ANET-10.4% -4.6%1d -18.3%7d INTC-11.1% -5.8%1d -14.2%7d SMTC-18.4% -5.2%1d -27.0%7d COHR-19.7% -7.1%1d -25.5%7d AAOI-21.9% -9.8%1d -31.1%7d
@optical-supply-chain
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ALAB+6.2% -5.3%1d -16.5%7d MTSI+4.2% -3.4%1d -20.6%7d MXL+2.6% -8.8%1d -25.8%7d OPTX+2.4% -5.9%1d -19.4%7d FORM+0.2% -7.3%1d -24.8%7d PLAB-1.2% -3.5%1d -7.1%7d CIEN-2.3% -6.7%1d -26.0%7d VIAV-3.2% -9.3%1d -26.6%7d TSEM-3.3% -6.8%1d -14.5%7d CLS-6.2% -3.6%1d -16.1%7d JBL-6.4% -3.1%1d -9.2%7d FN-7.4% -5.6%1d -25.3%7d GLW-8.4% -4.6%1d -15.8%7d ONTO-9.4% -4.8%1d -25.1%7d LITE-10.4% -5.2%1d -25.3%7d HIMX-10.7% -3.8%1d -12.4%7d LAZR-14.3% -4.2%1d -19.1%7d SNDK-14.5% -6.8%1d -17.9%7d LWLG-17.8% -5.5%1d -20.1%7d SMTC-18.4% -5.2%1d -27.0%7d LPTH-18.4% -6.6%1d -21.2%7d COHR-19.7% -7.1%1d -25.5%7d AXTI-19.9% -11.1%1d -24.8%7d AAOI-21.9% -9.8%1d -31.1%7d KOPN-24.2% -13.7%1d -26.2%7d POET-26.6% -9.7%1d -22.1%7d AEHR-28.1% -12.4%1d -28.4%7d ALMU-40.8% -10.2%1d -30.3%7d
@thebuildout-co-packaged-optics-cpo
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SNPS+20.1% -2.9%1d -10.9%7d CDNS+14.2% -1.5%1d -9.4%7d GFS+8.5% -4.3%1d -3.2%7d CRDO+5.1% -4.9%1d -21.6%7d MTSI+4.2% -3.4%1d -20.6%7d ASX+4.2% -5.6%1d -14.9%7d AMD+3.2% -6.0%1d -13.1%7d KEYS+2.9% -3.2%1d -13.5%7d FORM+0.2% -7.3%1d -24.8%7d NVDA+0.1% -1.4%1d -6.6%7d CSCO-0.3% -2.2%1d -9.3%7d MRVL-0.8% -5.6%1d -17.2%7d TSM-1.2% -2.3%1d -9.0%7d AMAT-1.5% -4.8%1d -19.3%7d LRCX-2.0% -4.9%1d -17.2%7d IBM-2.3% -0.8%1d +2.2%7d CIEN-2.3% -6.7%1d -26.0%7d HPE-2.7% -6.0%1d -24.9%7d VIAV-3.2% -9.3%1d -26.6%7d AVGO-3.2% -4.5%1d -9.1%7d TSEM-3.3% -6.8%1d -14.5%7d TER-4.7% -5.3%1d -19.3%7d STM-5.6% -2.6%1d -12.8%7d CLS-6.2% -3.6%1d -16.1%7d JBL-6.4% -3.1%1d -9.2%7d FN-7.4% -5.6%1d -25.3%7d GLW-8.4% -4.6%1d -15.8%7d ONTO-9.4% -4.8%1d -25.1%7d AMKR-9.6% -5.1%1d -14.9%7d LITE-10.4% -5.2%1d -25.3%7d INTC-11.1% -5.8%1d -14.2%7d SMTC-18.4% -5.2%1d -27.0%7d COHR-19.7% -7.1%1d -25.5%7d AAOI-21.9% -9.8%1d -31.1%7d
@ai-bottlenecks
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P+27.1% -7.0%1d -19.7%7d TLN+23.4% +0.3%1d -6.3%7d 8046.TW+22.6% +0.7%1d -8.1%7d PENG+18.4% -7.7%1d -25.1%7d 6920.T+15.2% +5.0%1d -15.2%7d 3037.TW+13.4% +1.4%1d -14.2%7d 4958.TW+12.9% +7.3%1d -5.9%7d 7729.T+10.2% +1.7%1d -12.4%7d GNRC+10.0% -2.9%1d -14.3%7d TT+8.8% +0.3%1d -3.8%7d 2802.T+8.6% +0.8%1d -2.2%7d AMS.SW+8.5% -2.3%1d -15.5%7d RSW.L+8.5% +1.5%1d -4.1%7d GFS+8.5% -4.3%1d -3.2%7d 6103.T+8.5% +1.1%1d -0.5%7d VST+8.3% -1.4%1d -5.9%7d ON+8.1% -2.3%1d -7.1%7d 6501.T+8.0% +3.1%1d +1.8%7d LIN+7.9% +1.1%1d +3.0%7d NG.L+7.4% +2.0%1d +6.2%7d 6861.T+6.8% +2.3%1d +0.3%7d ENTG+6.6% -5.5%1d -16.3%7d NTAP+6.4% -5.1%1d -14.1%7d ALAB+6.2% -5.3%1d -16.5%7d TXN+6.1% -0.9%1d -2.6%7d 3105.TWO+6.0% -0.2%1d -13.8%7d 6146.T+5.9% +1.3%1d -12.4%7d MPWR+5.5% -3.1%1d -12.7%7d 2449.TW+5.2% +1.1%1d -9.7%7d TEL+5.2% -0.2%1d -2.6%7d WEC+5.2% +2.5%1d +4.8%7d SHLS+5.1% -7.6%1d -18.0%7d CRDO+5.1% -4.9%1d -21.6%7d HUBB+5.0% -0.8%1d -2.7%7d SONY+4.8% +0.8%1d +3.1%7d NXPI+4.7% -0.8%1d +0.8%7d CEG+4.6% -1.3%1d -9.0%7d MTSI+4.2% -3.4%1d -20.6%7d VECO+4.2% -5.3%1d -18.2%7d ASX+4.2% -5.6%1d -14.9%7d VICRE+4.1% -12.9%1d -28.0%7d AI.PA+4.0% +0.1%1d +2.0%7d SIE.DE+3.9% 0.0%1d -0.5%7d WRT1V.HE+3.9% -3.3%1d -1.9%7d JCI+3.6% -1.5%1d -7.6%7d RRX+3.2% -1.4%1d -6.7%7d AMD+3.2% -6.0%1d -13.1%7d 6762.T+3.1% +1.3%1d -10.0%7d 4186.T+3.0% +2.5%1d -10.8%7d PRLB+2.9% -2.0%1d -8.7%7d ROK+2.7% +1.0%1d -1.5%7d APH+2.7% -2.6%1d -9.0%7d MXL+2.6% -8.8%1d -25.8%7d NXT+2.6% -4.1%1d -7.0%7d 6954.T+2.5% +1.4%1d -1.9%7d ASML+2.5% -1.0%1d -7.8%7d 6481.T+2.1% +1.3%1d -6.9%7d PWR+2.0% -1.6%1d -10.5%7d 7011.T+1.9% +5.4%1d +3.5%7d 2383.TW+1.6% +0.9%1d -13.9%7d SOLS+1.3% -1.1%1d -3.4%7d 6315.T+1.2% +2.2%1d -18.3%7d 3665.TW+1.0% 0.0%1d -14.6%7d CMI+0.7% -0.3%1d +1.5%7d Q+0.4% -3.5%1d -8.9%7d FCX+0.4% -0.7%1d -5.6%7d 6506.T+0.4% +2.4%1d -8.5%7d BAM+0.3% -1.4%1d -1.2%7d FORM+0.2% -7.3%1d -24.8%7d NVDA+0.1% -1.4%1d -6.6%7d D+0.1% +1.1%1d +3.1%7d CLFE-0.3% -0.3%1d -6.6%7d SHECY-0.3% -2.8%1d -3.6%7d CSCO-0.3% -2.2%1d -9.3%7d LPK.DE-0.4% -0.8%1d -15.5%7d GEV-0.4% -0.6%1d -8.3%7d 5347.KL-0.5% +0.1%1d +0.9%7d MRVL-0.8% -5.6%1d -17.2%7d TSLA-0.9% -2.1%1d -7.3%7d KLAC-1.0% -5.0%1d -15.3%7d 6471.T-1.0% +2.4%1d -2.3%7d KLIC-1.2% -5.3%1d -14.5%7d PLAB-1.2% -3.5%1d -7.1%7d TSM-1.2% -2.3%1d -9.0%7d ECG-1.5% -1.8%1d -10.4%7d AMAT-1.5% -4.8%1d -19.3%7d ENR.DE-1.6% +2.0%1d -7.1%7d ETN-1.6% -2.8%1d -8.9%7d AMBA-1.7% -2.6%1d -8.5%7d 6141.T-1.8% +2.9%1d -0.3%7d WOLF-1.9% -10.4%1d -24.1%7d LRCX-2.0% -4.9%1d -17.2%7d CLFD-2.1% -1.7%1d -13.3%7d CIEN-2.3% -6.7%1d -26.0%7d 322310.KS-2.4% +5.8%1d -26.4%7d XMTR-2.4% -8.7%1d -18.1%7d EME-2.4% -1.5%1d -8.6%7d DLR-2.8% +0.9%1d -1.6%7d EQIX-3.0% -1.0%1d -3.9%7d NOVT-3.0% -4.5%1d -8.8%7d AVGO-3.2% -4.5%1d -9.1%7d TSEM-3.3% -6.8%1d -14.5%7d 300124.SZ-3.4% +0.6%1d -1.8%7d IQE.L-3.5% +0.9%1d -20.3%7d AIXA.DE-3.7% +6.2%1d -9.7%7d TKR-3.7% -0.6%1d -3.2%7d NVT-3.8% -2.5%1d -15.2%7d ABBNY-3.8% -1.8%1d -5.2%7d SMTOY-3.9% -7.3%1d -14.7%7d 2308.TW-4.4% +0.3%1d -16.8%7d TER-4.7% -5.3%1d -19.3%7d IFX.DE-4.8% -0.1%1d -11.0%7d 4979.TWO-4.9% -4.1%1d -8.0%7d 601689.SS-5.1% +4.9%1d -7.5%7d MU-5.2% -5.6%1d -14.6%7d STM-5.6% -2.6%1d -12.8%7d WAF.DE-5.7% +1.1%1d -16.8%7d BWXT-5.9% -0.1%1d -4.7%7d 2049.TW-6.2% 0.0%1d -6.5%7d CLS-6.2% -3.6%1d -16.1%7d JBL-6.4% -3.1%1d -9.2%7d NKT.CO-6.4% 0.0%1d -1.1%7d 002472.SZ-6.5% +1.3%1d -11.5%7d 002050.SZ-6.5% +2.9%1d -6.4%7d CAMT-6.6% -1.4%1d -15.3%7d 5803.T-6.6% -0.8%1d -16.8%7d ARM-6.6% -6.9%1d -14.4%7d CAT-6.6% -0.7%1d -8.7%7d QCOM-6.9% -3.5%1d -1.9%7d 603728.SS-6.9% +0.5%1d -10.7%7d POWL-7.1% -3.3%1d -14.0%7d NEX.PA-7.3% -0.4%1d -2.0%7d FN-7.4% -5.6%1d -25.3%7d 8358.TWO-7.5% +2.3%1d -11.8%7d AMSC-7.7% -4.5%1d -15.9%7d SOI.PA-7.8% -1.0%1d -19.6%7d 6830.TW-8.0% -0.3%1d -8.2%7d GLW-8.4% -4.6%1d -15.8%7d MKSI-8.7% -6.0%1d -18.8%7d FPS-9.1% -2.1%1d -20.9%7d 3436.T-9.2% +1.9%1d -21.1%7d 6981.T-9.2% +2.2%1d -13.4%7d FIX-9.3% -2.9%1d -16.1%7d SU.PA-9.3% -1.8%1d -4.9%7d ONTO-9.4% -4.8%1d -25.1%7d AMKR-9.6% -5.1%1d -14.9%7d FSLR-9.7% -3.5%1d -2.9%7d NOK-9.9% -4.5%1d -11.8%7d SYM-10.1% -2.5%1d -9.1%7d CGNX-10.2% -3.0%1d -14.2%7d 6324.T-10.2% +3.7%1d -14.0%7d CCJ-10.3% -2.0%1d -7.4%7d LITE-10.4% -5.2%1d -25.3%7d ANET-10.4% -4.6%1d -18.3%7d ORCL-10.4% -4.6%1d -9.3%7d PRY.MI-10.5% -0.4%1d -11.2%7d 300748.SZ-10.6% +1.2%1d -5.9%7d XPEV-10.7% -4.2%1d -6.8%7d INTC-11.1% -5.8%1d -14.2%7d NEO.TO-11.2% -3.0%1d -5.2%7d ALOY-11.3% +8.2%1d -1.2%7d ILU.AX-11.8% +5.3%1d -6.0%7d CW-11.9% +0.2%1d -2.0%7d AOSL-11.9% -6.8%1d -22.0%7d UMC-12.0% -5.3%1d -13.7%7d STRL-12.1% -4.9%1d -17.3%7d AGX-12.2% -5.9%1d -12.0%7d LASR-12.7% -5.1%1d -12.5%7d 6451.TW-13.5% +1.0%1d -13.4%7d VRT-13.8% -3.9%1d -15.0%7d 005380.KS-13.8% +5.6%1d -3.9%7d LBRT-13.8% -0.6%1d -12.6%7d ENPH-13.9% -0.7%1d -6.7%7d 009150.KS-14.0% +2.1%1d -23.2%7d SMCI-14.2% -9.9%1d -24.4%7d SNDK-14.5% -6.8%1d -17.9%7d ENVX-14.7% -7.1%1d +1.2%7d 005930.KS-15.0% +2.6%1d -17.8%7d SHA0.DE-15.0% +1.4%1d -0.8%7d BESIY-15.1% -6.7%1d -14.1%7d 2GB.DE-15.2% +1.2%1d -18.1%7d MTZ-15.3% -0.3%1d -10.2%7d FCEL-16.1% -7.7%1d -27.9%7d FLEX-16.2% -8.2%1d -24.5%7d OUST-16.4% -9.3%1d -28.8%7d SIVE.ST-16.4% +0.2%1d -20.4%7d 9880.HK-16.6% +3.0%1d -10.0%7d 1888.HK-16.9% +3.1%1d -19.4%7d LEU-17.3% -9.5%1d -19.3%7d TTMI-17.6% -7.4%1d -22.4%7d 688017.SS-17.8% +1.2%1d -10.2%7d MOD-17.8% -3.3%1d -18.0%7d MP-18.0% -3.5%1d -12.9%7d BE-18.0% -6.3%1d -21.1%7d 688825.SS-18.3% +3.3%1d -11.7%7d SMTC-18.4% -5.2%1d -27.0%7d STX-18.4% -7.5%1d -18.4%7d COHR-19.7% -7.1%1d -25.5%7d LYSDY-19.9% -0.5%1d -12.6%7d AXTI-19.9% -11.1%1d -24.8%7d WDC-20.4% -6.9%1d -16.4%7d NVTS-20.4% -9.6%1d -22.6%7d NBIS-21.0% -12.2%1d -25.1%7d OKLO-21.5% -6.8%1d -19.4%7d AAOI-21.9% -9.8%1d -31.1%7d SKHY-21.9% -6.6%1d -19.3%7d 3363.TWO-22.4% +2.1%1d -20.4%7d IPWR-23.4% -7.2%1d -17.4%7d KULR-24.1% -7.0%1d -29.7%7d KOPN-24.2% -13.7%1d -26.2%7d FTCI-24.4% -3.0%1d -16.6%7d AIRJ-24.5% -3.8%1d -14.7%7d HUT-24.6% -11.0%1d -19.6%7d 006260.KS-24.9% +2.7%1d -14.8%7d HSAI-25.5% -7.0%1d -22.4%7d CRWV-26.4% -11.9%1d -25.2%7d POET-26.6% -9.7%1d -22.1%7d AEHR-28.1% -12.4%1d -28.4%7d TMC-28.9% -3.4%1d -23.2%7d 3308.HK-29.2% +2.7%1d -17.4%7d SMR-29.8% -5.2%1d -19.0%7d ASPI-32.1% -3.2%1d -19.3%7d FRMI-33.8% -7.1%1d -7.9%7d FLNC-35.9% -9.8%1d -21.9%7d TE-35.9% -10.6%1d -22.7%7d IREN-36.7% -11.2%1d -23.3%7d 3952.HK-36.7% +5.8%1d -27.1%7d NJDCY-37.4% -5.5%1d -5.5%7d HGRAF-47.5% -14.2%1d -24.2%7d TRT-51.2% -4.8%1d -13.2%7d EOSE-53.8% -15.7%1d -27.8%7d
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-5.1%1d -8.9%7d AXSM-25.9% -2.9%1d -6.7%7d IMVT-26.5% -2.8%1d -12.3%7d ALM-27.0% -2.7%1d -17.2%7d AEHR-28.1% -12.4%1d -28.4%7d MAN-28.4% -5.1%1d -21.4%7d MAAS-28.6% -4.7%1d +4.0%7d CLDX-28.9% -4.8%1d -7.9%7d DNTH-29.7% -3.3%1d -12.5%7d IMNM-29.8% -5.3%1d -15.8%7d USAR-30.2% -5.0%1d -16.1%7d ASTS-31.4% -8.6%1d -20.2%7d CELC-31.5% -6.2%1d -16.7%7d BW-32.0% -6.8%1d -15.4%7d GHRS-34.6% -3.5%1d -14.0%7d NBTX-38.1% -4.2%1d -10.1%7d NESR-40.5% -2.0%1d -17.8%7d NKTR-46.9% -5.1%1d -13.1%7d LQDA-49.8% -1.2%1d +25.5%7d

Next earnings AAOI reports in 19 days Nov 5

Last report Aug 6

Reported the quarter ending 2026-06-30: revenue $192M, diluted EPS -$0.28, net income -$23M (SEC filing, revenue corroborated by the desk's provider cache). Across the print the stock moved +5.5% (close before → first close after).

full note →

Against street estimates

How AAOI's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 10 quarters · newest report Aug 6 · projection Oct 16

Result
Aug 6 0.020.06 GAAP ≠ +300.0%Beat
May 7 -0.05-0.07 GAAP ≠ -44.8%Miss
Feb 26 -0.11-0.01+91.1%Beat
Nov 6 '25 -0.09-0.09 GAAP ≠ -2.3%Miss
Aug 7 '25 -0.07-0.16-116.2%Miss
May 8 '25 -0.04-0.02 GAAP ≠ +46.7%Beat
Feb 26 '25 -0.02-0.02-14.3%Miss
Nov 7 '24 -0.17-0.21 GAAP ≠ -25.4%Miss

Against its own guidance

How AAOI printed versus the numbers it guided to — company guidance vs reported actuals (8-K parsed); NOT analyst consensus. So "beat" here means beat its OWN guidance, not the street's. Streak counts revenue quarters only.

2 graded revenue quarters · 2 guidance lines below · 2 straight revenue quarters at or above its own guidance · newest filing Jun 30

Guided rangePrintedvs guidedResult
May 7 for Jun 30 Revenue$180M – $198M$191.9M+1.5%In range
Feb 26 for Mar 31 Revenue$150M – $165M$151.1M-4.0%In range

Recent news

Headlines about AAOI from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 3 days ago · Oct 14

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

AAOI research tape

119 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Optical Supply Chain Scan — October 16, 2026 scan Monster Scan — 2026-10-13 scan Monster Scan — 2026-10-12 scan Optical Supply Chain Scan — October 9, 2026 scan Monster Scan — 2026-10-09
Types
Oct 16 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGMTSI +4 more
Oct 13 Scan Monster Scan
005930.KS009150.KS1888.HK2802.T4186.T5803.T6103.T6146.T +4 more
Oct 12 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 9 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGMTSI +4 more
Oct 9 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 8 Market Brief OpenAI's Smaller Number Hits Every Layer of AI Hardware; SpaceX Hits the Carriers After the Bell
ABBNYABCLABSIAPLEATH.TOGCTPBFHAE +4 more
Oct 8 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 7 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 6 Market Brief Reactors and Fiber Carry the Record; Genomics Comes Undone
AAOIAMPARASMLBELFABLKTWSTTXG +4 more
Oct 6 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 5 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 2 Article Optics Is Pricing the Laser Shortage, Not the Module Cycle
LITECOHRCIENFNAAOIMXLAXTISMTC#optical-supercycle +4 more
Oct 2 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGMTSI +4 more
Oct 2 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 1 tweet Serenity — Morgan Stanley hears 3.2T Chinese transceiver curbs are coming, with a 65% US-content escape hatch
LITECOHRAAOIAXTISMTCMXL#optical-supercycle
Oct 1 Scan Washout Turn Scan
322310.KS4186.T6146.T6315.T6506.T6954.TAAOIADMA +4 more
Oct 1 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Sep 30 Scan Monster Scan
AAAMIAAOIAAPLABCLABNBABSIACMR +4 more
Sep 29 Scan Monster Scan
AAAMIAAOIABCLABSIACMRADIADM +4 more
Sep 28 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 25 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGMTSI +4 more
Sep 25 Market Brief The Agent Week: Chips Win, Software Splits, Bonds Hit 2007
AAOIAVAHAVAX-USDBDNBGBMRNALMZS +4 more
Sep 25 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 24 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 23 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGMTSI +4 more
Sep 23 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 22 Market Brief Memory Closes Ten-for-Ten While the Tankers Price a Hormuz Reopening
AAOIANFARMKASHRASXATZ.TOVKTXMAZE +4 more
Sep 22 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 21 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 18 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGMTSI +4 more
Sep 18 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 17 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACHCACMR +4 more
Sep 16 Market Brief The Fed's First Hike Since 2023, and the AI Build-Out Bounced Anyway
AAOIAEISAIALMAMZNAPHBRUNAXTI +4 more
Sep 16 tweet Serenity — Foxconn's interconnect chairman names CW lasers and fiber the photonics bottleneck
LITECOHRAAOIGLWMTSINVDA#optical-supercycle Quotes @aleabitoreddit ↗
Sep 16 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 15 Scan Monster Scan
AAOIAAPLABCLABNBABSIACMRADIADM +4 more
Sep 14 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 11 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Sep 11 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 10 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Sep 4 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Sep 4 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Sep 3 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 2 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 1 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 28 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Aug 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 27 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 26 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 24 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 23 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 22 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Aug 22 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 21 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 18 Article Fabrinet Q4: beat, then a soft Q1 guide, negative FCF and a $56.7M equity mark — the optical group's −10–20% day — article
FNAAOICOHRLITEMRVLAPH
Aug 18 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Scan Monster Discover
AAMIAAOIABCLABNBACHCADPTAEHRAGM +4 more
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Scan Monster Discover
AAMIAAOIABCLABNBACHCADPTAEHRAGM +4 more
Aug 8 tweet Gaetano (crux_capital_) — the market sold off the wrong optical name: his bull case for why AXTI's China selloff is negotiating leverage, not a real ban
AXTIAAOICOHRLITE#optical-supercycle Quotes @crux_capital_ ↗
Aug 8 tweet Serenity (aleabitoreddit) — AAOI's earnings call says China is years behind on CPO lasers, and AAOI itself is capacity-out of first-gen CPO
AAOISIVEFLITECOHRAVGO#optical-supercycle Quotes @aleabitoreddit ↗
Aug 8 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Aug 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAALAAMIAAOIABBNY +4 more
Aug 6 Catalyst AAOI earnings
AAOI
Jul 31 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 28 tweet crux_capital_ — the photonics buildout isn't over, even at the height of fear
LITEGLWCOHRAAOISIVEF#optical-supercycle
Jul 28 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 25 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 17 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 11 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 11 Scan Monster Scan
005930.KS298040.KS5991.T6324.T6779.TAAMIAAOIABCL +4 more
Jul 7 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 2 tweet the two real bear cases for the photonics supercycle (laser oversupply vs VCSEL-over-SiPh)
CIENAAOICOHRLITE#optical-supercycle
Jun 26 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jun 25 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jun 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAONABSI +4 more
Jun 20 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jun 16 Scan Monster Scan
005930.KS6779.TAAOIAEHRAIXA.DEALABALRIB.PAAMKR +4 more
Jun 16 Scan Optical Supply Chain Scan
6779.TAAOIAEHRALABALMUALRIB.PAAXTICIEN +4 more
Jun 9 Source Jabil as an under-priced 1.6T pluggable-optics maker
JBLAAOIINTC
Jun 1 Source Stock pickers market. Pick right or sit it out. $PENG $AAOI $BB $NOK
PENGAAOIBBNOK
Jun 1 Source $AAOI is guiding to 930,000 units per month of 800G and 1.6T capacity by end of
AAOI
May 29 Scan Optical Supply Chain Scan
6779.TAAOIAEHRALABALMUALRIB.PAAXTICIEN +4 more
May 29 Scan Monster Scan
005930.KS6779.TAAAAOIACLSACLXAEHRAGX +4 more
May 25 Investigation Optical supercycle WHY: what specifically drove the CIEN/COHR demand acceleration
CIENCOHRLITEFNAAOICRDOALABTSEM#optical-supercycle#ai-power-bottleneck#ai-power-delivery +3 more
May 23 Article Weird-ETF rotation read — MSTR-leverage breakdown, AI-stack narrowing, defensives flat
MSTRNVDATSLABTCMSTUMSTXMSTYNVDL#ai-power-bottleneck#optical-supercycle +4 more
May 22 Source $MEME Great proxy for risk on/off in high beta land. Top Holdings ~ $AAOI $ASTS
MEMEAAOIASTSAPLDSNDKBEIRENIONQ +3 more
May 7 Catalyst AAOI earnings
AAOI
May 1 Source This is one of the most insane runs of the entire cycle. $AAOI up 382% YTD. From
AAOI
Apr 28 Scan Monster Scan
AAOIADEAAEHRAEISAFRMAGXALMAMD +4 more
Apr 28 Source $AAOI's 1.6T pluggable optics line at OFC 26 is running on $VIAV ONE-1600 test e
AAOIVIAV#optical-supercycle
Apr 26 Scan Monster Scan
AAAAOIAAUCACHCACLSACLXADEAAEHR +4 more
Apr 14 Source AI Supply Chain leadership leaderboard — top 12 +106-303% YTD + do-more-of-whats-working methodology
AAOIAXTIOPTXSNDKLWLGAEHRICHRBE#optical-supercycle#ai-power-bottleneck#ai-power-delivery +4 more
Apr 11 Source Follows Roundup
AAOIAEHRAMKRAMZNAXTICIENCLSCOHR +4 more
Apr 11 Source Photonics Scorecard — YTD Multi-Baggers — @aleabitoreddit
AXTIAAOISIVEFLITEIQEAEHRCRCLEWY +4 more
Apr 10 Source @ParadisLabs — 500%+ YTD Performance Post
LITECOHRAAOIAXTITSEMIQESOI.PAAEHR +1 more
Apr 10 Scan Monster Scan
AAOIAMATAMKRAXTIBEBWCIENDAWN +4 more
Apr 9 Source @aleabitoreddit — 30 random US stocks I like today and why
INTCMRVLTSMCOHRRKLBDRAMAVGOAMZN#optical-supercycle#ai-power-bottleneck#gulf-infrastructure-strike#war-ends-playbook#protein-economy +5 more
Apr 3 Scan Monster Scan
AAOIAGROAMATAXTICIENDARDAWNDNTH +4 more
Mar 31 Scan Monster Scan
AAAAOIACLXADEAAEISAEMAGIAGX +4 more
Mar 26 Scan Monster Scan
AAOIACLXADEAAEISAEMAGIAGXAHG +4 more
Mar 26 Article Daily Actions
AAOIABBVADBEAEISAMDARMASMLBIIB +4 more
Mar 24 Scan Monster Scan
AAOIAKAMASMLCOPDOCNDVNEXASFIX +4 more
Mar 20 Scan Monster Scan
AAAAOIAKAMANETANFAPHAVGOBE +4 more
Mar 13 Scan Monster Scan
AAAAOIAAUCACLXAEMAGAGIANET +4 more
Mar 12 Scan Monster Scan
AAAAOIAAUCACLXADEAAEISAEMAG +4 more
Mar 4 Scan Discovery Scan
AAAALAAOIAAONAAPAAPLAAUCABBV +4 more