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Applied Optoelectronics, Inc. · TradingView
美元 · 头像标出博主观点:绿圈看多、红圈看空、黄圈多空皆有
非交易日观点标记在下一个交易日。
2026-10-06 – 2026-10-12
我最新卖出了10月底到期AOI的95美元的put,权利金是350美元。
Might still be early if people think there’s “no moat” in lasers and that AOI makes no money; wait and see Q2 2027.
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.