AAOI
Applied Optoelectronics, Inc. · TradingView
- Last close
- $105.90
- +227.2% since 2025-10-09
- Opinions
- 140
- Sentiment
- Buy 137Sell 3
Price & Opinions
- Positive
- Negative
- Mixed
USD · Avatars mark creator views: green ring positive, red negative, amber both
Opinions on non-trading days appear on the next trading session.
Opinion overview
2026-10-03 – 2026-10-09
Negative (0)
No negative opinions in this period.
From our perspective, "Completely Sold Out, there's no end in sight". With hyperscaler demand visibility into 2030, 2031, the implications are enormous for laser suppliers adding capacity like Sumitomo Electric and $AAOI.
Somehow ends a 3-5 year laser shortage with $AAOI or memory shortage with $MU? Hint: it doesn’t.
Given the stock was really under a hundred bucks, I think we can get back to 200, and we're already on the way faster than I thought.
