$AAOI
Applied OptHow his view evolved
Every substantive take he's posted on $AAOI, newest first — each labelled with the stance he expressed at the time.
- Jun 16, 2026Bullishconviction 3/4
@cchronobreakk I don't need to open any new US stock position when all my ideas from memory to photonics like $AAOI are still playing out?
View on X → - Jun 16, 2026Bullish
Fun throwback to random ideas back in 2025. Back then, $AAOI was $2B MC, $LITE was a $26B MC, $AXTI was $500M Now: - AAOI is $15.37B - Lumentum is $74.47B - AXT is $7.24B Was working off less information back then, given it was an early theme. Obviously nuances with ASIC https://t.co/CtM2wWAoul
View on X → - Jun 12, 2026Bullishconviction 4/4
Just some reflection, my core high conviction ideas from 2025 aged super well! From $ALAB: $97-> $372 $LITE: $330 -> $904 $AAOI: $30 -> $175 And others like $NBIS, $RKLB, and $TSM! This was back when I had close to no followers! I got some nuances slightly off before more https://t.co/1DKeY2x200 https://t.co/Xm8MsmzZYw
View on X → - Jun 12, 2026Bullishconviction 4/4
Just some reflection, my core high conviction ideas from 2025 aged super well! From $ALAB: $97-> $372 $LITE: $330 -> $904 $AAOI: $30 -> $175 And others like $NBIS, $RKLB, and $TSM! This was back when I had close to no followers! I got some ideas slightly off like pluggables https://t.co/JNrpU0qPwm https://t.co/Xm8MsmzZYw
View on X → - Jun 11, 2026Bullishconviction 3/4
Markets should be cheering on domestic champions like $AAOI. Since it's ideal to support critical AI infra from laser fab to production in the US, rather than being a bear. Feels like everyone just outsources transceivers to Asia like Malaysia or Thailand... With $INTC, $IQE,
View on X → - Jun 11, 2026Bullishconviction 3/4
@WENXIN229986 that's literally for you to decide. If you think they can hit $471m/month revenue near the end of H1 2027. Potential seems high to me with $AAOI at $13.4B. optical names are very volatile.
View on X → - Jun 10, 2026Bullish
@Matthew93889052 $AAOI revenues are dominated by pluggable. These are concurrent architectures happening in parallel, not one or the other. But maybe past 2029, we’ll likely see some pluggable revenue be cannablized
View on X → - Jun 7, 2026Bullishconviction 3/4
@KHu08400080 Not all dilution is bad and depends on what structure. If you're doing a $600m ATM to build out laser fab capacity with $AAOI for $471m / month H1 2027 (at lower MC ranges), then that's accretive. If you're diluting 15% for NASDAQ listing requirements with $SIVE, and using
View on X → - Jun 5, 2026Bullishconviction 3/4
@ClewyCat $SIVE is #1, $AAOI is #2 used wrong wording above. Generally a fan of: - $SIVE (CPO lasers) - $AAOI (End-to-End pluggable/cpo) - Foci (FAU +passive components $TSM COUPE / $NVDA) - Shunsin (Packaging/Test) - Win Semi (foundry) - $TSEM (foundry) - $SOI (silicon photonics) -
View on X → - Jun 5, 2026Bullish
@awodias No, $AAOI is primarily pluggable exposure. But they have large exposure to CPO too, hence why I included the word photonics. Second favorite pure play CPO exposure would be FOCI for me.
View on X → - Jun 5, 2026Bullishconviction 3/4
@DanyloAkymenko $AAOI is my current favorite US long. I personally cost average recently whenever it dips to $150, or even $170. $JBL should preform really well once they’re 1.6T LRO goes mass production with $SIVE h1 2027 imo. Also talked about $RDDT today. $MRVL if you think it hits $1T
View on X → - Jun 1, 2026Bullishconviction 4/4
I did say $AAOI was my favorite US optical long... +20.1% today. If you want the next $SNDK, you're looking at it. I think H1 entering H2 2027 will likely be that massive inflection point for photonics players. We're just a tad early entering H2 2026 while everyone is https://t.co/0JuWJFrz32 https://t.co/hymZBrCtE3
View on X → - Jun 1, 2026Bullishconviction 3/4
@jpm7019 It’s not getting much premiums if $AAOI hits $5.7B ARR entering h2 2027 if it’s $12B now. It’s backed by underlying fundamentals. A lot of the premiums on space sector or quantum though would likely disappear in that event since they don’t have the same revenue figures.
View on X → - Jun 1, 2026Bullishconviction 4/4
$AAOI is actually my favorite photonics exposure in the US market right now. I went long last year with low sizing at $28, back when I guessed they were qualifying with $AMZN and $MSFT. High conviction post earnings at ~$70, when they announced 1.6T and other volume orders with https://t.co/MnMhR1dm9D
View on X → - May 30, 2026Bullishconviction 3/4
@Batemanzm75 I’m gonna go ahead and make a random prediction in a year: $AAOI - $70B MC $SIVE - $30B MC Foci - $15B MC Shunsin - $10B MC
View on X → - May 30, 2026Bullishconviction 3/4
- $AAOI at $12B - $SIVE at $2B - Foci at $2.8B - Shunsin at $2B Usually the best risk/reward to me currently. Lot of my answers before like $AXTI already 10x’d, so different lineup this time. $AAOI due to absurd H1 2027 revenue projections from capacity ramp, doing everything https://t.co/Vtzc0Ao9gZ
View on X → - May 28, 2026Bullishconviction 4/4
I’m actually even more bullish on $AAOI at $13B MC given all the recent laser bottlenecks… Than I was back at $2B or $6B. I also think markets missed the analyst note around potential long term supply agreements with $NVDA or $AMD. If they’re projecting $471M in H1 2027… https://t.co/iAzVWo8u4V https://t.co/B0g7p4wxNB
View on X → - May 28, 2026Bullishconviction 4/4
I’m actually even more bullish on $AAOI at $13B MC given all the recent laser bottlenecks… Than I was back at $2B or $6B. I also think markets missed the analyst note around long term supply agreements with $NVDA or $AMD. If they’re projecting $471M in H1 2027… that’s https://t.co/GhRgjQx9Ou https://t.co/B0g7p4wxNB
View on X → - May 28, 2026Bullishconviction 3/4
@MatteoDeDycker $600m ATM, still long term bullish on $AAOI
View on X → - May 27, 2026Bullishconviction 4/4
Back when $AAOI was ~$20-30 when I went long: I thought $AMZN and $MSFT were qualifying specific optical transceivers for their ASIC programs. Turns out it’s more interchangeable/mass producible. Regardless, glad my thesis on $LITE, $AAOI, Innolight, $COHR, $AXTI played out so https://t.co/sYkMfQfHa2 https://t.co/aHLgIQOnEr
View on X → - May 24, 2026Bullishconviction 3/4
@UNICONTSLA Yes $AAOI has the end-to-end manufacturing scale for 800G/1.6T optical transceivers in a time where hyperscalers will buy anything $AAOI or optical players can make. The fact they're trying to do it all in America + receive tax credits (eg. Texas) should give it premiums.
View on X → - May 23, 2026Bullishconviction 3/4
华人社区最近的赞誉让我感到受宠若惊！ 我认为任何空头被打爆，都只是我单纯喜欢像 $AAOI 这样的股票而产生的无意间的副作用。 希望也能与更多的华人社区朋友互动（最近我在 X 上跟日本和韩国的网友互动得比较多）。 https://t.co/XW43IOafLL
View on X → - May 23, 2026Bullishconviction 3/4
@northyvt $AAOI is more pure manufacturing scale and I'm extremely bullish on them. So it's more like Furukawa + Innolight in my view? So extremely bullish for revenue ramp. $SIVE is just pure one-of-a-kind IP, where major CPO hyperscaler supplier seems to all use them, like
View on X → - May 15, 2026Bullishconviction 3/4
Leopold Aschenbrenner is a legend, but I'm not quite sure he can beat 3152.77% YTD in the Serenity Awareness fund. That being said, I've hit 23 different longs this year with 100-1000%+ YTD. 1. $AXTI 2. $AAOI 3. $SIVE 4. $LITE 5. $IQE 6. $AEHR 7. $CRCL 8. $EWY 9. Unimicron https://t.co/kk06ZqwIN2 https://t.co/Adj2khuST0
View on X → - May 13, 2026Bullishconviction 4/4
$AAOI is now up ~6-7x at $200+. Feels like nobody else was long last year aside from me and like two other people on X? Remains one of my top high conviction optical longs moving forward into 2027 due to massive revenue ramp + Made in America supply chains. https://t.co/HD0724F2vE
View on X → - May 13, 2026Bullishconviction 4/4
People wonder why I'm focusing on non-US markets recently. Why? CPO is my #1 thematic long. Markets don't know yet, the sudden paradigm shift in photonics... I was one of the only to frontrun the current supercycle in 2025 w/ $AAOI @ ~$30, $LITE ~$300s, and $AXTI at ~$13 on https://t.co/QtzuFKiEyh
View on X → - May 12, 2026Bullish
@hmmmmmm1458 $AAOI is extreme pluggable exposure... Still debating if CPO helps them more than it hurts
View on X → - Feb 27, 2026Bullishconviction 4/4
@xoRachelPitzel $AAOI is probably going a lot than this. They have 3 hyperscaler clients looking to buy all the 800G/1.6T transcievers they can produce with $4B+ ARR revenue foretasted off 900%+ y/y growth. "they would like to buy all the transceiver we can make for 800G and 1.6"
View on X → - Feb 27, 2026Bullishconviction 3/4
@PhotonCap Yes! The most direct play is $AAOI, they just dropped a $SNDK-style earnings projecting 10x revenue growth. But of course there's going to be other beneficiaries not priced in too upstream as you mentioned.
View on X → - Feb 27, 2026Bullishconviction 4/4
$AAOI's 10x projected rev surge in optical transceiver demand by 2027 for $4.3B ARR off a $5.5B MC... Is enormous. $LITE and $COHR might be crowded, but. We'll likely see rotation upstream like: $ASML-type suppliers: - Aixtron (ETR: AIXA): ~75% share for inp MOCVD - $VECO - https://t.co/KN4OKZoTQg
View on X → - Feb 27, 2026Bullishconviction 3/4
@yianisz Agreed! But I don’t quite think it’s crowded quite yet. Most people are in names like $LITE and $COHR and $AAOI is just getting out on their radar. I think there’s a lot of room to go but certainly depends on execution.
View on X → - Feb 27, 2026Bullish
@CameronBoswell8 Nice! On a side note, the shorts are going to be in for a brutal ride on $AAOI. It’s really elevated at 16% https://t.co/pPmOxjMV6Y
View on X → - Feb 27, 2026Bullishconviction 3/4
@Frenchie_ D'accord ! Si $AAOI atteint ses objectifs, l'action est extrêmement sous-évaluée. Cela dit, il faudra surveiller comment les marchés intègrent le risque d'exécution, qui reste le principal frein. La dilution liée à l'ATM de 250 millions de dollars n'est pas grand-chose en
View on X → - Feb 27, 2026Bullishconviction 3/4
@Superioresearch Yeah $AAOI is the only true domestic player assembling in Sugar Texas for 800G and 1.6T transceivers. $COHR does their stuff in Malaysia/Vietnam, and $LITE uses $FN and others. There's likely going to be a huge geopolitical premium for American domestic manufacturing on top if
View on X → - Feb 27, 2026Bullishconviction 4/4
After earnings, $AAOI could easily be a $25B-$30B company next year from $5B if they hit their projections. And they're one of the only "Made in America" (Sugarland, Texas) companies out of - $LITE (global) - $COHR (global) - $FN (Thai) - $AVGO (global) - Innolight (China), https://t.co/xhqPPmyz9B https://t.co/lMvDhR8GOQ
View on X → - Feb 27, 2026Bullish
@Investmnt_Eagle $LITE, $COHR, Innolight, $AVGO, and Eoptolink. $AAOI is one of the only pure "Made in America" texas fab. So it will get the premium.
View on X → - Feb 27, 2026Bullishconviction 4/4
@Pacheca12345 Probably tripling my $AAOI position size after earnings. 4.5B ARR for photonics(which usually has a premium like $LITE ), ~40% margins, $5.5B MC. Again idk, this is just unheard of guidance scale up.
View on X → - Feb 27, 2026Bullishconviction 3/4
@crux_capital_ I don’t think I’ve been this impressed by earnings before. That photonics scale up on $AAOI is just crazy. Probably going much higher.
View on X → - Feb 27, 2026Bullishconviction 3/4
@Meatusmax Uh if they price in $AAOI projections, definitely getting sent a lot higher. That guidance is insanity
View on X → - Feb 27, 2026Bullishconviction 4/4
Holy $AAOI … Just putting it out there they’re projecting $378 million in monthly revenue for transceivers. At a $5.5B MC. This is the definition of extreme scale up. Although margins are different, $AAOI projections would actually surpass $LITE next quarter guidance by https://t.co/DGX3nIDZva
View on X → - Feb 27, 2026Bullishconviction 4/4
@InitialY23 I’m just celebrating some of the DD I did two months ago! Seeing it play out with stock prices from $AXTI, $AAOI, and $LITE all hitting triple digit returns is very fun to see (and helps validate my original thesis on photonics). Obviously not telling others to take positions,
View on X → - Feb 27, 2026Bullish
@yianisz Congrats on $AAOI, not many people were mentioning it last year. There’s been a lot of crowding in photonics recently so I’ve been rotating into more niche photonics bottlenecks that markets don’t really know yet too.
View on X → - Feb 27, 2026Bullishconviction 3/4
$AAOI is another photonics name that has just doubled in the last two months! Feels like every photonics company from $AXTI and $AAOI has been doubling or tripling recently? I’ve dubbed this the “Elite Four” for photonics exposure: 1. $LITE (High BOM of the TPU) 2. $AXTI https://t.co/EGWuQGrMop https://t.co/aHLgIQNPOT
View on X → - Feb 24, 2026Bullishconviction 3/4
@crypticTooth $AXTI is my favorite just because of their strategic value to the photonics supply chains. Otherwise $LITE is runner up, and largely undervalued if you fast forward two years. But as of now it looks a little overextended. Prob $COHR #3 and $AAOI #4 as another moonshot with
View on X → - Feb 16, 2026Bullish
@yianisz Yeah pretty sad to see people get laid off from AI displacement. So only thing people can do now is ride the wave or get left behind. Biggest hedge against this is AI equities and looking into BOM spend. Biggest is memory like $MU or $SNDK. Photonics from $LITE to $AAOI
View on X → - Feb 7, 2026Bullish
@Frenchie_ I have $CRDO on there since I felt the selloff to $95 was a huge overreaction. But I am a fan of photonic supply chains like $LITE, $COHR, $AAOI, $AXTI type companies
View on X → - Jan 7, 2026Bullishconviction 3/4
@Motorphy @B38B37 $AAOI is heavily tethered to $MSFT Maia and they just heavily lowered estimates (hence why $MRVL went down 4% today). I still really like it regardless since it’s more of an inevitability minus execution uncertainty, just need to wait it out for a year or two.
View on X → - Jan 2, 2026Bullish
Welcome to 2026. Jan 1st ratings: Strong Buy: $TTD $SMCI $AIRO $INTC $HIMS $AXTI $TSM $NBIS $CIFR Samsung Electronics (KRX: 005930) $HUT $IREN $WULF $GLXY $TSSI $META $ETOR $CRCL Buy: $KRKNF $ONDS $GEMI $NVDA $MU $AMKR SK Hynix $SNAP $RDDT $AAOI $COHR $FISV $FLY $DJT $LITE https://t.co/Exn9pWEFPO
View on X → - Dec 28, 2025Bullishconviction 3/4
@crux_capital_ Agreed, for traders, this should be an interesting opportunity like Lithium in 2021 when EVs came about or HBM currently with Sk Hynix and Micron if people recognized the bottlenecks early. Tons of opportunity ($AAOI only up 2.9% YTD despite new hyperscaler orders. Tied to
View on X → - Dec 26, 2025Bullishconviction 3/4
@thgstar2 Disclosure: I have positions in $LITE, $AAOI, and $AXTI in the photonics sector. From my own personal thought process, if I see the entire AI industry and players like $LITE and Innolight bottlenecked by some $600m company worth less than a new pre-revenue LLM startup, I’m long.
View on X → - Dec 24, 2025Bullishconviction 3/4
@jvthed210725 $LITE is personally my favorite since it’s central to every ASIC + gets much higher BOM share with OCS architectures like TPU. $AAOI is levered Maia and Trainium ramp and we should get Maia 1M+ ramp 2026-2027 as per UBS note + other research firms, so it’s hidden opportunity
View on X → - Dec 23, 2025Bullish
@Neon68 Uhh $AAOI is just a levered long in Trainium and Maia, since they’re not involved in TPU/Blackwell unlike $LITE from public info. Maia was pushed backed to 2026, with ramp up in likely EOY into 2027. Esp with rumors $AAOI co-developing by new architecture with Microsoft,
View on X → - Dec 23, 2025Bullishconviction 4/4
$AAOI is up 24% and $LITE is 5% since my thesis today. From BOM analysis, LITE ($27B) is levered toward TPU Ironwood due to OCS but benefits from NVDA + all ASICs. AAOI ($2.5B), is levered toward MSFT MAIA ramp and Amazon Trainium. InP like HBM, will be a bottleneck for 2026 https://t.co/TcZ6FUXRkx https://t.co/L5JgLLamg3
View on X → - Dec 22, 2025Bullish
@i_Drohi Yeah $LITE is incredible after seeing how it's in every single ASIC + $NVDA blackwell deployments. Then once you do BOM analysis and model TPU/GPU deployments, it looks undervalued even at ATHs. Then there's $AAOI, which is similar to LITE but levered toward AMZN | MSFT ASICs.
View on X → - Dec 22, 2025Bullishconviction 3/4
@yianisz Among $LITE, $COHR, Innolight, etc. I've found $LITE to be the most asymmetrical setup since it's central to ironwood (with OCS), blackwell, and other hyperscaler ASICs. However, $AAOI is extreme alpha. Especially as a levered play on $AMZN Trainium, $MSFT Maia ASICs scale up
View on X → - Dec 22, 2025Bullishconviction 3/4
@EccShibaInuInv I only have $LITE and $AAOI lol. But how I'd frame it is $LITE and $COHR are basically duopolies in photonics. With $LITE extra leveraged on Google TPU growth. Then there's $AAOI, extreme alpha + leverage call on $MSFT + $AMZN hyperscaler ASICs. No action yet, no major runup
View on X → - Dec 22, 2025Bullish
@manukafirth "Late". $LITE is a $26B MC in the center of every future $GOOGL TPU deployment, $NVDA/ $AMZN / other GPU/ASICs. 8-12% BOM share of every Google TPU v7. This is like saying $NVDA was "late" when price it was a $1T MC. But if you want want another player, $AAOI. $MSFT is https://t.co/pzOSHyzuwk
View on X → - Dec 21, 2025Bullishconviction 3/4
@itsthesquonky I’ll do some research today on it, thanks for the shout. I’m already into quite a bit of micro caps like $AAOI which is leveraged $LITE imo just for the $MSFT Maia ramp. There’s the conference Jan 6-8 I think which should be a catalyst if Microsoft reveals more news about it
View on X → - Dec 21, 2025Bullish
@TheWingman4Life For me personally: A stock is "high conviction" when they are fundamentally de-risked and are going from that point to scale. For example, $NBIS post-MSFT deal. I like $AAOI much better than $POET in the photonics space personally. But neither of them are "de-risked yet". So
View on X → - Dec 12, 2025Bullishconviction 3/4
@youngvibrantman Yeah I really, really like $LITE but it’s already priced in with a premium. I only have relatively small positions in $AAOI though just because of execution risk in case a hyperscaler drops purchase orders + competition from Jabil. That being said it’s priced as a small cap
View on X →