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Applied Optoelectronics, Inc. · TradingView
USD · Avatars mark influencer views: green ring positive, red negative, amber both
Opinions on non-trading days appear on the next trading session.
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.