Applied Optoelectronics. Every tracked FinTwit mention of $AAOI, newest first. 724 mentions since the first on Jan 30, 2026. See the price chart.
June 2026 · 62 mentions
Jun 4
Alex A.C. — Gems in the new $AAOI article:
- "800G Supply May Tighten Faster Than Expected" 👀🔥
That reminds me the current situation with Memory, how DRAM DDR4 tightened even more than DDR5…↗
Jun 4
PhotonBull — $AAOI
The volatility can be your friend on this name
Last week everyone had forgotten about it
Now it is a favourite again
Long $AAOI https://t.co/IBGsxQgkur↗
Jun 4
KawzInvests 🦑 — $CIEN reported $1.57B in revenue, 39.5% YoY growth, and raised full-year guidance to $6.3B. Adjusted gross margin hit 44.9% and operating margin hit 19.5%, both above the high end…↗
Jun 4
Black Panther Capital — Looks like the US & Iran conflict is about to come to an end.
Bullish.
$IREN $NBIS $CIFR $AAOI $RKLB $ASTS Lets go. Fire up the market again 😎
-BP
Not financial advice. ht…↗
Jun 4
Alex A.C. — Let's ignore $LITE has DWDM Laser arrays.... and that of course can manufacture all they want in-house while Sivers is a meme
Of course $AAOI can manufacture them too... also in-ho…↗
Jun 4
Black Panther Capital — My bet is:
> Some choppy periods, more up towards November 3, 2026 which is the date of midterm election.
> Trump is a business man, he will do whatever it takes to have market i…↗
Jun 3
Michael | Hypermarkets — Everyone is bullish right now. I'm not after June 15:
1. Large IPOs like $SPCX will trigger sell off.
$NVDA — institutions sell liquid mega caps to fund IPO allocations
$AAPL — h…↗
Jun 3
Midas — The 10 Most Talked about Stocks on X Today:
1. $NVDA
2. $MU
3. $SIVE
4. $SNDK
5. $LITE
6. $NBIS
7. $MRVL
8. $DELL
9. $AAOI
10. $IREN
Using @asymmetrix_xyz - the easiest…↗
Black Panther Capital — My dad doesn’t follow my portfolio, even tho’ he has access to it.
It cost him $466,890.
+200% in returns. Over 2 years. Gone.
Not because he didn’t have the money.
Because he…↗
Jun 3
Michael Sikand 🦑 — I have a theory.
$AAOI CEO Dr. Thompson Lin wants to become a billionaire.
It's not often the path to a 10 figure net worth is this clear. PhD Lin is not stupid.
$AAOI is his ba…↗
Jun 3
Wolf Capital — This guy called $AAOI when it was trading under $40
Now he’s got his eyes on $BRUN
I added 2500 shares↗
Jun 3
CK Capital — The photonics sector has run and people think they missed it.
They have not seen what is coming. The buildout is only just beginning.
Here is the simple reality. Every AI cluste…↗
Jun 3
InvestmentGuru — CPO: The Bottleneck
Everyone’s watching GPUs. Semis. Memory. Nobody’s watching the wire between them. That’s the next bottleneck. And it’s real.
The Problem: AI Is Choking on Its…↗
Jun 3
Tradable Astronaut — $MRVL Imagine having this sort of data at your fingertips every single day.
Catching names like $ARM $AXTI $SPCE $AAOI $LITE etc, all early.
Aion Index will show you the best nam…↗
Jun 3
Michael | Hypermarkets — HYPERMARKET WATCHLIST for June 3, 2026
1. $MRVL — $290 | Jensen trillion-dollar endorsement, continuation or gap fade.
2. $KEEL — $5.68 | Leopold call catalyst, high-beta AI infr…↗
Jun 2
Gaetano — If you don't like a stock
Whether it's $SIVE $POET $ALMU $LWLG $AAOI etc.
Maybe just don't buy it
Rather than shorting it
NFA of course.↗
Jun 2
Alex A.C. — @NuttyCLD A fren has told me perhaps Ayar 💘 $AAOI .... 🧐↗
mon — Two days in a row, 8/9 stocks green. 😅
- $IREN got very close to $70.
- $PENG smashed it +20% throughout the day.
- New stock $XFAB +20%.
- My favourite nuclear stock $SMR +8%.
-…↗
Jun 2
Gaetano — On Saturday I discussed my views on the market
Specifically what we were seeing with the weakness across our optical stack like $lite $aaoi $cohr etc.
A hand full of my subscribe…↗
Jun 2
Midas — If you missed the INSANE pump in Phonotics stocks like $AAOI, $POET, and $SIVE.
Don't miss the Quantum Armsrace.
Here are 5 stocks that could explode: https://t.co/0NDj8ASgqr↗
Jun 2
Black Panther Capital — Welcome to no. 41.000 in the community.
We salute you, brother or sister.
Started this to document a portfolio and a process. 41.000 of you made it something bigger. I don’t take…↗
Jun 2
CK Capital — The photonics sector just got hit over the last month and it handed you one of the best names in the entire space at a discount. $AAOI is the one I want to own.
Here is the simple…↗
Jun 2
Shay Boloor — Optical interconnect names are running because $NVDA CEO Jensen Huang basically validated the future AI architecture where copper wins inside the rack but optics becomes unavoidabl…↗
Jun 2
PhotonBull — $AAOI is now at $204
This weekend, I claimed it was a buy at ~$155
You even had a chance to get in at $150 yesterday before the open
Who listened?? https://t.co/FpvSuoFkeO↗
Jun 2
Black Panther Capital — Holy fk! +14,000 new followers in a single day.
I had to put my phone down and just sit with that for a minute. I genuinely couldn’t process what I was looking at. You don’t see a…↗
Jun 2
CK Capital — Did 3x the S&P 500 gains in 2 days with the fullport account.
Let’s ride. $AAOI https://t.co/TuiSKq4hE2↗
Jun 2
CK Capital — Up over 20% on the all in $AAOI https://t.co/PX6pfy6vVz↗
Jun 2
Alex A.C. — @HyperAICapital 😂😂😂👌
I add:
"we did what that Citron said, he said to Short $SNDK and $AAOI "↗
Jun 2
Michael | Hypermarkets — The easiest way to be a millionaire by 2031:
Is letting your money compound by buying and holding:
For example:
$NOW as demand for agentic AI goes up and token uses increase so…↗
Jun 1
BULL OF BRITAIN — The SaaS rally doesn't look like its ending soon. We are currently in some weird liquidity war at the minute
> Space tanking, Small trims in Semi/Photonics -> SaaS catching bid.…↗
Jun 1
mon — What a day.
- New stocks $NOK +9.64% & $AAOI +17.18%.
- $NUAI smashed it +18.24%. 🔥
- $PENG & $KEEL +7%. $FIVN +8%.
- $SMR & $IREN day is coming.
- $OUST taking a bre…↗
Jun 1
mon — $AAOI is the next $SNDK.
I hope you're right. Started a position this morning, already up 19%. 😁↗
CK Capital — Everyone sees $AAOI as an optical transceiver company. The real story is that they own the bottleneck input in a world where the input is the bottleneck.
Most optical companies bu…↗
Jun 1
Shay Boloor — $AAOI UP OVER 20% TODAY https://t.co/QFTeSwNFYh↗
Jun 1
Gaetano — Well, today is a good day
$NOK $AMBA $AAOI↗
Jun 1
Serenity — 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 infl…↗
Jun 1
CK Capital — Is this the most legendary day 1 ever for a full port challenge??? $AAOI https://t.co/aKXMc8TaZ8↗
Jun 1
Michael Sikand 🦑 — $BRUN is surging today.
I loaded this morning on my Asymmetrical Bets fund ($16M AUM following) on @joinautopilot with a 20% allocation at $34.50.
Shoutout @mkfilko for inspirin…↗
Jun 1
Black Panther Capital — Return since 2024: +206,98%.
I don’t short.
I don’t dont leaps.
I don’t do options.
I don’t use leverage.
I don’t charge anything.
I don’t have a subscription.
I don’t get paid by…↗
Jun 1
KawzInvests 🦑 — Stock pickers market. Pick right or sit it out.
$PENG $AAOI $BB $NOK https://t.co/mKNxpA0Hka↗
Jun 1
CK Capital — I think the full port challenge is off to a good start no?
$AAOI https://t.co/IlJCqMszTa↗
Jun 1
Serenity — @StormDirac Yeah, it's extremely disingenuous to conflate different architectures, customers timelines.
And try to profit off false information with $SIVE.
But with Citron and…↗
BULL OF BRITAIN — A follow up as promised - a few names from every layer of the stack.
ALREADY RUNNING (still biddable, easy money gone)
> Agentic / server CPU - $INTC, $AMD, $ARM
> General-server…↗
Jun 1
PhotonBull — Told you
Back up we go with $AAOI https://t.co/Gze8HsrcnX↗
Jun 1
CK Capital — Let’s fly. $AAOI https://t.co/2ZP6DG710n↗
Jun 1
CK Capital — Just entered $AAOI for my first ever trade in this full port challenge and I think the fear in this stock has created the opportunity.
$AAOI is down heavy from recent highs and it…↗
Jun 1
KawzInvests 🦑 — $AAOI is guiding to 930,000 units per month of 800G and 1.6T capacity by end of 2027.
That's 9x the Q1-26 exit rate of 100,000 per month.
Semis are already trading at 44x 2026 ear…↗
Jun 1
Black Panther Capital — Port doing Semi OK today.
$NOK $NBIS $PNG.V $AAOI showing the way.
$ASTS $SIVE $RKLB getting hammered.
Leaves me at -0,59%.
Any news on $RKLB today? https://t.co/AApGUhQz5U↗
Jun 1
Gaetano — It’s clear to me that $AAOI
Is going to lead optics out of this slump
Whenever the market allows it↗
Jun 1
Serenity — @ethics3606 No, unfortunately me going long on $LITE last year doesn’t send it to a $70B MC, unlike public opinion.
they’re all driven by extreme forward revenhe growth, $AAOI $47…↗
Jun 1
Serenity — It’s mainly just “follow the leader” algorithmic selloff in current photonics markets.
Most laser/optical related companies from $AAOI to $SIVE seem tied to $LITE performance…
De…↗
Jun 1
Gaetano — Quick refresher on $AAOI
Give this a read when you can
On the insider sale recently, there was a different large sale in the 90's a few months ago.
You decide what it means for…↗
Serenity — @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…↗
Jun 1
Serenity — @michaelsikand Yep agreed, i think just in general if your stock isn’t called $MSFT or a big Software name.
You would need to calculate your own fwd P/E ratios with hypergrowth na…↗
Jun 1
Serenity — $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…↗
May 2026 · 255 mentions
May 31
PhotonBull — This guy bought $AAOI $SOI $MU before they delivered 3-5x returns in a few months
Now he has switched to being more than all in on $EOS.AX
Big conviction bet here by @TheObserver…↗
May 31
Black Panther Capital — Welcome to no. 26.000 in the community.
We salute you, brother or sister.
Started this to document a portfolio and a process. 26.000 of you made it something bigger. I don’t take…↗
May 31
Black Panther Capital — MAY 2026 PORTFOLIO UPDATE:
Numbers first. Then the breakdown.
MONTHLY PERFORMANCE:
> Long-Term Port: +43.99%
> Short-Term Port: +63.54%
YTD PERFORMANCE:
> Long-Term Port: +81.13…↗
Black Panther Capital — $AMZN reported EPS: $2.78 vs $1.64 expected. AWS grew 28%, fastest in over three years.Fine.
But here is what the financial media is not saying:
CEO Andy Jassy said AWS revenue w…↗
Apr 30
Black Panther Capital — Here’s a full breakdown on our monthly economy and what we use:
For context we are 2 adults and 3 kids. Tax around 38-50% depending on income. Top 1% national income.
Monthly hou…↗
Apr 30
InvestmentGuru — Here’s my 15-stock AI infrastructure watchlist
AI INFRASTRUCTURE CORE
$MRVL
→ Custom AI silicon for hyperscalers like Google and AWS
→ Data center now the core growth engine…↗
Black Panther Capital — Wild time to be alive.
2026 so far:
→ The US bombed Venezuela and captured Maduro
→ The Doomsday Clock sits at 89 seconds to midnight
→ Iran controls the Strait of Hormuz and j…↗
Mar 31
Serenity — @alejandrobatiz $AAOI does laser -> design -> assembly -> then sells the transceiver. So they have the whole supply chain.
Pluggables won't go away so they'll fill that gap.
Th…↗
Mar 31
Serenity — @MacadoMP Just your normal volatility for $AAOI.
It's something to get used to, especially if you've been in $AXTI before, you're conditioned to be fine with +25% -20% movements.↗
KaizenInvestor — Weekend is a great time to do some research.
Companies I’m going to look into this weekend:
$IBRX
$AAOI
$UAMY
$LITE
$POET
$TE
$AMPX
Here is my method 👇↗
Feb 27
KawzInvests 🦑 — $AAOI up 50% today.
Management guided $378M per month in transceiver revenue by Q2 2027. That is $4.5B annualized.
A $50B market cap does not sound crazy when you run those numbe…↗
Feb 27
KaizenInvestor — The anticipated $AAOI shift toward 800G and 1.6T transceivers highlights the sheer velocity of current data center upgrade cycles.
Hitting a $378M monthly revenue run rate by mid…↗
KawzInvests 🦑 — @SJCapitalInvest This is my favorite photonic stock on the market right now. Hyperscaler deals confirmed and US domestic manufacturing. $AAOI↗
— @crux_capital_ Our favorite Anime Pumper has said in a post that $AAOI is other x6 👌
Take it as it is, but there you are its insights
Puru Saxena — Optical and photonics stocks have gone parabolic and are now showing signs of rolling over.
On watch for late summer/early autumn pullbacks towards the 40-week moving averages. $A…↗
May 31
InvestmentGuru — Computex 2026 kicks off June 2nd.
Theme: “AI Together.”
$NVDA $AMD $INTC all expected on stage. But the real alpha isn’t on the mainstage — it’s in the supply chain sitting behin…↗
May 31
InvestmentGuru — Everyone’s asking what to buy in 2026.
The answer’s been in the executive orders the whole time.
The reshoring of America is real. And it starts with the ground-level stuff nobo…↗
May 31
PhotonBull — I think that $AAOI is a buy here
If it is down because of insider sales, just remember that this happened at $80 too when the stock took a breather
This looks just like that peri…↗
May 31
InvestmentGuru — 10 Best Stocks to Own Right Now
A conviction list built for this market. AI infrastructure. Memory supercycle. Fintech re-rating. Photonics bottleneck. Every name here earns its s…↗
May 31
Gaetano — Dang, $AAOI had the most mentions!
I'd have to agree, I do believe it is one of the most asymmetric plays out there that I would ever hold any significant amount of money in. Yes…↗
May 30
Serenity — Very grateful for the objective coverage in De Tijd!
It’s cool to see my work in Belgium's top newspaper.
Also very refreshing to see a journalist cover $AAOI, $XFAB, $MRVL Celes…↗
May 30
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +614%
2. $AXTI +531%
3. $AEHR +357%
4. $AAOI +354%
5. $NVTS +273%
6. $MU +240%
7. $DELL +234%
8. $BE +228%
9. $DOCN +224%
10. $ARM…↗
May 30
BULL OF BRITAIN — Random thoughts this week and stuff I’m looking at (market rundown kinda)
- Adding to $AAOI, $LPK and $SIVE
> Oversold from SaaS pivot (AAOI hitting 200DMA)
> Jensen “we need…↗
May 30
Alex A.C. — @crux_capital_ $AAOI
$LITE (yes, at lows/mid-$800 s, I'd buy more LITE)
$GLW / $NOK↗
Serenity — Yo no sé cuántas personas hablan español en X...
¿Es verdad este post?
Hablo un poco porque jugué fútbol en Mexico por dos o tres años
Voy a publicar un thesis sobre CPO o $AAOI…↗
Frenchie — Je vous présente @KawzInvests
Il officie chez Asymetricalbets, un groupe de recherche récent qui chasse une seule chose : « l’alpha » via l’investissement thématique.
C’est aussi…↗
May 30
Serenity — I still find it funny how all the software bros are happy about a 10-15% recovery with $CRM to $FIG.
After getting wiped 25-60% of their portfolio.
Meanwhile all the AI names fro…↗
May 30
Serenity — @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↗
May 30
Serenity — - $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 line…↗
May 29
Alex A.C. — AI Photonics
- $MRVL "CPO units [in the Market] from 1MM in 2025 to more than 100 MM by 2030"
- Foxconn: "We will ship around 10k CPO units this year and the shipment next year w…↗
May 29
AlmaCap — @xkamx2020 I like $AAOI - market moves for all sorts of reasons, SOITEC dumped on earnings then pumped 20% next day and now down 7% today, just random volatility a lot of the time.↗
May 29
Black Panther Capital — Here’s the pattern that kills more retail portfolios than any bad stock pick:
You do the work. you buy the position. you hold through the noise.
The it works.
And instead of sta…↗
May 29
Alex A.C. — @BourbonCap And if it executes, $AAOI will "go to Saturn" and today it's dropping along with all the Photonics name but even more.
After Nvidia saying that will need InP productio…↗
May 29
Alex A.C. — @ParadisLabs "Where they sit alongside $LITE, $COHR, $MTSI as critical laser suppliers for hyperscaler "
And $AAOI 😡
😅😉↗
May 28
Serenity — 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 pote…↗
May 28
Serenity — @MatteoDeDycker $600m ATM, still long term bullish on $AAOI↗
May 28
Black Panther Capital — One thing has become clear to me lately:
We are so EARLY in this build out.
$IREN will be a $200 stock someday.
$NBIS will be a $400 stock someday.
$CIFR will be a $100 stock som…↗
May 28
AlmaCap — $AAOI, $LITE and $COHR will all do really well on this↗
May 28
Alex A.C. — $NVDA Nvidia to suppliers: "increase InP laser capacity by ~20x from 2025-2030" 😱🔥🔥🔥
Above our most optimistic forecasts guys! Photonics Networking to Saturn 🚀🪐
$LITE $AAOI…↗
May 28
AlmaCap — $SOI (SOITEC) earnings yesterday and $IQE earnings this morning are a window into what we can expect across the photonics industry.
We're still very early to the photonics / CPO s…↗
May 28
InvestmentGuru — THE $42 BILLION BROADBAND SUPER CYCLE IS JUST GETTING STARTED -
$HLIT $CALX $CLFD $ADTN $DY $GLW $MTZ $PWR $COHR $AAOI $POET
Everyone is chasing AI semiconductors, GPU clusters,…↗
May 28
Gaetano — $AAOI Is one of the highest torque companies
Their earnings call commentary was very bullish
But the market is still not fully pricing in all the growth they are projecting
So l…↗
May 27
Midas — I built an app that found $SIVE at $1, $NBIS at $20, and $AAOI at $30:
It can spot AI bottlenecks before they run up 20% like $HLIT.
Say goodbye to manual research, this app is…↗
May 27
CK Capital — Seems like i’m getting a ton of hate today because of $ADTN which is deserved but people are now saying and acting like Ive done nothing in the last 6 months.
Let’s not forget i h…↗
May 27
Black Panther Capital — > Short-term portfolio: +200% YTD.
> Long-term portfolio: +75% YTD.
+1K new followers since yesterday.
We just hit 25K followers. Amazing!
This 2-minute post will save you from…↗
May 27
Alex A.C. — @crux_capital_ Thx. for sharing Gaetano; I'm seeing it's a compendium of past articles. Very good explanation of current situation of $AAOI and its potential future↗
May 27
Alex A.C. — "The CEO clarified this is revenue rather than capacity. Actual capacity is higher. Actual demand is higher. But $471 million monthly is what management feels comfortable committin…↗
May 27
Black Panther Capital — $MU just crossed $1 trillion market cap.
UBS price target: $1,625. Entire 2026 HBM output is sold out.
HBM chips store data next to the GPU.
Moving that data at AI-required sp…↗
May 27
Serenity — Idk… I mean everyone called $AXTI a scam and now it’s up thousands of percent?
Everyone called $AAOI management a scam and now that’s up 7x too.
Institutions went out and critic…↗
May 27
Serenity — I actually got every single one of these predictions right
> InP substrate bottleneck
> laser bottleneck, and markets rewarding $AAOI with laser fabs for it.
But it did take…↗
May 27
Serenity — 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…↗
May 27
Serenity — Interesting photonics selloff today on no news?
$LITE down -4.95%
$AAOI down -4.85%
$SIVE down -14.8%
$SOI down -5.73%
$AXTI down -8.13%
$IQE down -12.13%
I think it’s probably t…↗
May 27
Serenity — Yep, I model financials around every stock I post, I don’t post breakdowns a lot of time to make it more digestible for retail investors to read w/o jargon.
You can see my old $RP…↗
May 27
TheValueist — $LITE $COHR $AAOI $GFS A little late to the story, but we’ll take the increased coverage.↗
May 27
Serenity — Wow, 400,000 followers! Thank you everyone.
I find it fun to share ideas with everyone for free from $TSEM to $AAOI.
And especially if they end up directionally right + help othe…↗
May 26
Alex A.C. — A bit a weird connection between companies, but if this $AAOI 💘 $NVDA happens, then the Tier 3 sh^tco $SIVE 🇸🇪 could (COULD) really have a decent price floor and therefore more…↗
May 26
Alex A.C. — $AAOI
"Thompson [Thompson Lin, AAOI Chairman and CEO] has mentioned discussions with Nvidia $NVDA about potential long-term agreements" 👀🔥🔥↗
May 26
Alex A.C. — According to Zephyr, the Chinese going into NPO imminently 😱🔥🔥
Optics/Photonics bottlenecks 🚀🪐
$LITE $AAOI $GLW $SOI↗
May 26
InvestmentGuru — $MU 148%
$AAOI 101%
$RDW 206%
Up in my portfolio https://t.co/cJhhEwe4En↗
May 26
Serenity — $SIVE is the most compelling CPO exposure stock to me.
Despite the volatility.
You probably won’t find something like this again until the next architectural shift in photonics…↗
Serenity — $RPI, close to ~3x returns.
Off the media branded "Meme Stock".
I think after retail saw institutions bear post my thesis posts.
Then ended up paper handing $AXTI, then $RPI,…↗
May 25
InvestmentGuru — PORTFOLIO holdings UPDATE — May 2026
$PLTR — AI operating system with government + commercial compounding. The original conviction hold.
$CLS — Advanced packaging demand accelera…↗
May 24
Jason Luongo — 6. $AAOI - Applied Optoelectronics
Data center optical transceivers with fully vertically integrated in-house laser manufacturing - a key differentiator. Guided full-year 2026 rev…↗
May 24
KawzInvests 🦑 — Photonics is not new. Fiber optic cable has crossed oceans since the 1980s.
The alpha was a physics calculation made years before this chart went vertical.
Copper degrades beyond…↗
May 24
Black Panther Capital — I wrote a letter to my future self today. Sealed it.
Wrote: “Open during the next bad week” on the envelope.
Here’s what it says.
“You hold $IREN, $NBIS, $CIFR, $ONDS, $RKLB, $…↗
May 24
InvestmentGuru — The full optical stack:
$COHR → $LITE → $AAOI → $POET → $AXTI → $IQEPF → $SIVEF → $LWLG
This isn’t a trade. It’s a multi-year infrastructure supercycle.↗
May 24
KawzInvests 🦑 — $SLOIF +546% YTD on anticipation alone. Commercial CPO has not shipped at volume yet.
Soitec's 25% revenue CAGR through 2030 does not bake in a single CPO unit. That number gets r…↗
May 24
Black Panther Capital — I’ve gotten several request to do a post on how my portfolio setup is.
New here? All content and analysis are free. 100% transparency on the path to $2M.
So here’s a breakdown:…↗
May 24
Shay Boloor — THE PHOTONICS LAYER OF THE AI BUILDOUT
Goldman Sachs says the AI optical networking market growing nearly 10x to $150B+ by 2028 as clusters scale into multi-rack systems like $NVD…↗
May 24
InvestmentGuru — QUANTUM COMPUTING — The Full Sector Map. Every Play. One Post.
PURE-PLAY QUANTUM
$IONQ → Trapped-ion leader. Best-in-class qubit fidelity. Customers include Airbus, AstraZeneca,…↗
May 24
Michael | Hypermarkets — Top 12 winners for 2026 with catalyst
1. $AXTI +761%
Catalyst: $632M equity raise to double indium phosphide capacity. Pure-play AI optical infrastructure InP substrates are the…↗
May 24
Gaetano — The optical super cycle has been life changing
$LITE $COHR $CIEN $AAOI $AXTI $SIVE
If you got in early, you made insane returns
So the question is, what is the next theme to inve…↗
May 24
Serenity — 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 the…↗
May 24
Serenity — Photonics is nuanced and using ChatGPT/Gemini makes you miss all of it:
1. $SIVE is actually a chokepoint and partially a bottleneck.
The reason it's a chokepoint is leading CP…↗
May 23
Serenity — I don't post dollar amounts because they don't matter.
What matters is return %. Speaking of that...
YTD: 3840.39%.
I'm probably the only one in the world. Who called out mul…↗
May 23
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +761%
2. $SNDK +523%
3. $AAOI +421%
4. $AEHR +371%
5. $NVTS +310%
6. $BE +248%
7. $DOCN +229%
8. $INTC +225%
9. $WDC +181%
10. $ARM…↗
Serenity — 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）。↗
May 23
Serenity — $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 jus…↗
May 22
Serenity — @PronologieFR $AAOI literally went from $28 to $170. That was a brrr.
But if you're talking in short term timeframes, there's a $600m dilution ongoing, which caps upside.↗
May 22
InvestmentGuru — $MU
$CRDO
$AAOI
$AXTI
$MRVL
all green today↗
May 21
Black Panther Capital — Can $NBIS $IREN $ASTS $AAOI even go further up?
Positive news. Lets see how market react.
-BP↗
May 20
CK Capital — What’s worse the Fuzzy Panda $TE short.
or
The Citron $AAOI short.
Both got absolutely cooked.↗
May 20
Serenity — @PronologieFR Uhh just your $600m ATM with $AAOI, that causes a lot of near term pressure↗
May 20
Jason Luongo — 6. $AAOI - Applied Optoelectronics
Q1 revenue $151M, up 51% YoY. Data center revenue surged 154% to $81.4M driven by 400G transceivers growing 10x YoY. Received a $124M order for…↗
May 20
InvestmentGuru — 10 AI Infrastructure Stocks I’m Watching for the Long Game
1. $MU — Memory Is Now a Strategic Asset
Micron posted record Q2 FY2026 revenue of $23.86B — nearly 3x the same quarter…↗
May 20
Black Panther Capital — 🇪🇺 🇺🇸 Mornings’ EU. While US sleeps, then let me remind you of this:
I was at a investor meetup in the city last month. Twenty people in a room. Drinks. Pitches.
Every name d…↗
May 19
Black Panther Capital — I just shipped the new Blackbox Market Health.
Since yesterday I’ve been building a Market Health that tries to give a more complete picture than traditional breadth indicators.…↗
May 19
Serenity — @IggyPacoRico1 I see no reason to long $IREN today when upside is structurally capped with excessive and toxic dilution structures.
$AAOI would have returned 300%+ in the same per…↗
May 19
InvestmentGuru — The AI Semiconductor Watchlist — “At Some Point, This Becomes a Buy”
$MU — HBM memory sold out through 2026 and the AI memory supercycle is just getting started. The 52-week range…↗
May 19
BULL OF BRITAIN — The time to be max risk on Photonics such as $AXTI $SIVE $SOI $AAOI $LPK was 6 months ago.
Defend your capital. Narrative driven pricing will eventually capitulate when the volum…↗
May 19
Gaetano — I often get asked what my largest positions are
Well, here they are:
$LITE
$COHR
$CIEN
$NOK
$GLW
$AAOI
These make up a majority of my portfolio
If you want to learn:
> wha…↗
May 19
Gaetano — Remember when people were panicking about insiders selling in the $90's? $AAOI
Anyway, I just wrote up a pulse-check on AAOI on my susbtack
This is a company that I have been cov…↗
Black Panther Capital — a friend told me he sold everything today because he was “too stressed watching the market every day.”
i asked what he will do with the cash.
he said he was going to put it back…↗
May 18
Serenity — Just your normal Monday correction in the AI space from $NBIS to $LITE to $AAOI? https://t.co/5g3HCAlcA4↗
May 18
Serenity — @johnoao The more I talk about something… generally the more I think it’s unknown/underpriced in current timeframes.
They all have turned out well directionally though? Like $LIT…↗
May 17
Black Panther Capital — Let’s be real here…
Every AI data center Nvidia ever builds needs optical transceivers to move data between GPUs.
Not because of GPU performance. Not because of CUDA software. No…↗
May 17
Shay Boloor — What $10K became in three years:
• $AAOI ~$1,105,000
• $SNDK ~$386,610
• $QBTS ~$362,050
• $RGTI ~$335,400
• $RKLB ~$275,600
• $VRT ~$237,600
• $LITE ~$209,310
• $BE ~$201,060
• $…↗
May 17
Serenity — When I see comments like this (and there are a lot) from retail investors:
I immediately think they lack the technical depth.
I'll walk through each one from $SIVE to $LPK:
1.…↗
May 16
InvestmentGuru — One AI Supercycle -
10 Layers. 10 Tickers.
Layer 1 — Power | $BE
A single AI data center can consume 100–500MW. The US grid wasn’t built for this. Bloom Energy sits at the inter…↗
May 16
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +657%
2. $SNDK +493%
3. $AAOI +446%
4. $AEHR +393%
5. $DOCN +222%
6. $BE +218%
7. $NVTS +199%
8. $INTC +195%
9. $VIAV +189%
10. $WD…↗
InvestmentGuru — Most people are focused on silicon.
The real bottleneck nobody’s talking about? Indium Phosphide.
$NVDA needs faster chips.
Faster chips need faster interconnects.
Faster interc…↗
May 15
Serenity — 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…↗
May 15
Black Panther Capital — A friend texted me this week:
“Did you see $AAOI? What happened?”
What happened is that I bought it at $90 and he didn’t.
He’s not a bad investor. He’s a smart person.
He look…↗
May 15
CK Capital — $AAOI just dropped a $600 million dilution filing and the dip seems to always get eaten almost instantly.
This is the third time this has happened with this stock and the pattern…↗
May 15
InvestmentGuru — $NOK
Unusual options activity keeps pouring into $NOK and it’s getting harder for the market to ignore what is happening beneath the surface.
Over $10M in LEAPS calls have hit N…↗
May 15
Midas — I’ve built an app to find 10x stocks early like $MU, $NVDA, and $SNDK.
The strategy that I used to find $NBIS at $20, $ONDS at $1, $RKLB at $16.
This app will also find AI bott…↗
May 14
TheValueist — Every one of these SMID-cap GAI names are issuing equity after a stock price rip. It has happened tens of times in the past 6 months. Something to be mindful of.
$AAOI (Bloomberg)…↗
May 14
BULL OF BRITAIN — Go ask the next person you walk past on the street what a Photonic is.
Then walk to a hedge fund and ask what a Photonic is.
Then ask the leader of your country what a Photonic…↗
May 14
Black Panther Capital — 🚨THE BEARS HAVE BEEN WRONG ABOUT THE SAME THING FOR THREE YEARS.
And they’re about to be wrong again.
Morgan Stanley just raised their S&P 500 target to 8,300.
Year-end 2026 ta…↗
May 14
Jason Luongo — 10 stocks within the AI infrastructure stack that you need to be aware of:
1. Power - $BE
2. Chips - $NVDA
3. Memory - $MU
4. Optics - $LITE
5. Cooling - $VRT
6. Photonics - $AAOI…↗
May 14
TheValueist — Don't short the optical networking names. If you don't believe the story, sit on the sidelines, or you'd better damn well thread the needle on timing. These companies are so small…↗
May 14
Black Panther Capital — $NVDA x US x China agreement.
My thesis is; this is probably in exchange for Iran peace.
If I expect market to fly, and my strategy will be to take some profit, before a dip.
Le…↗
May 13
Serenity — What an insane day for photonics.
$SIVE up 31.3%
$TSEM up 23.1%
$AAOI 20.01%.
It feels like a lot… but this just means you’re early to the next supercycle and there’s a lot of ro…↗
May 13
Michael Sikand 🦑 — I need to talk about $KRKNF.
The small cap underwater drone stock supplying Anduril that launched my name on FinX is down 20% in a month.
From its ATH of $7.56 it's now down 30%.…↗
May 13
Gaetano — Hey Everyone,
I want to take a moment and just talk
A lot of names in our photonics basket hit all-time highs again today.
The run over the last few months has been incredible.…↗
May 13
Black Panther Capital — 🤯WOW!
I actually think this might be my best day across both my portfolios.
Long-term: 10%
$NBIS $AAOI $OUST $CIFR $RKLB $IREN $PNG.V $ONDS
Short-term: 20%
$PENG $SIVE
Here’s…↗
May 13
KawzInvests 🦑 — Are you winning anon? $AAOI https://t.co/y2JsyhKfwW↗
BULL OF BRITAIN — Bull of Britain portfolio activity last few weeks
> Sized $DGXX after $CBRS $1B contract -> up 71% in 6 trading days
> $VNP.TO hitting ATH week after week. Best earnings to date.…↗
May 13
Shay Boloor — $AAOI UP MORE THAN 20% TODAY 😳 https://t.co/h8XgrmDDui↗
InvestmentGuru — Many green in my portfolio today
$QS
$SOUN
$MU
$AAOI
$VLN
$NOK
$RR
$DGXX↗
May 13
Black Panther Capital — PORTFOLIO UPDATE
If you followed me this year, your short-term portfolio is up 125%.
Your long-term book is up 55%.
I don’t use options, calls, leap, short e.g.
The $SPX has sp…↗
May 13
Serenity — $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…↗
May 13
TheValueist — $AAOI cc: @CitronResearch - don't short the optical networking names. I'm long AAOI 1/21/28 calls.
EXECUTIVE OVERVIEW - NEEDHAM CONFERENCE CALL 5/13/26
The Needham transcript mat…↗
May 13
Frenchie — Mes 5 plus grosses convictions actuellement sur le stock :
$STMPA - MCAP ~$51.5B / ~€43.8B
Semi européen sous-valorisé.
Exposition auto, industriel, Datacenter, power semis. Le m…↗
May 13
InvestmentGuru — 15 of my favorite AI infrastructure plays in this market right now:
$MU
$AMD
$INTC
$SNDK
$AAOI
$MRAM
$PENG
$MXL
$CRDO
$MRVL
$GLW
$NOK
$CEVA
$GFS
From…↗
May 13
Black Panther Capital — PM looks insane! 🤯
Its only a couple of days since I posted my thesis on $PENG and took a position.
$PENG is smashing +20% in PM 🟢 And Wall Street is about to wake up.
Credit…↗
May 13
Serenity — To answer that question.
I’ll just float some historical data out there with laser chokepoints:
$LITE went from $3B -> $15B -> $80B in 2 years from 2024.
$AAOI went from $770M -…↗
May 13
Gaetano — Some of the best re-rate candidates in optics
Came from companies with legacy businesses
Or heavy copper exposure
And are transitioning to heavier optical product mix
Companies…↗
May 13
Serenity — $SIVE earning results don't matter, I don't see risks in financials other than your usual media trying to cause panic.
Main indicators to look at like I've done before with $AAOI…↗
May 13
Serenity — 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…↗
May 13
Serenity — Markets are forward looking by 8-12 months.
I like to find plays at the very bottom and capture full supercycle exposure like $AXTI, $SIVE, $IQE, $SOI, $LITE, $AAOI, etc.
Other…↗
May 13
Serenity — $LITE went from $2B to $80B in two years by owning the laser chokepoint for EML
$AAOI went from $1.4B to $14B in one year by owning laser chokepoint for 800g/1.6T transceivers + a…↗
May 12
KawzInvests 🦑 — the $AAOI short graveyard 😅 https://t.co/tRHcqMU0rr↗
May 12
Black Panther Capital — Let me remind you of this today:
There’s no bubble.
Stop whining and being a 🐱.
We are going higher when retail 🐱 is out.
$IREN is a $200 stock.
$NBIS is a $400 stock.
$CIFR is…↗
May 12
BULL OF BRITAIN — People called me a maniac. As of today I have predicted
> $AAOI - $200
> $LITE - $1000
> $AXTI - 45% drop
> solana:Pren1FvFX6J3E4kXhJuCiAD5aDmGEb7qJRncwA8Lkhw - 1 Tri…↗
May 12
Frenchie — Si vous aviez acheté le panier photonics depuis mon ancien post :
$LITE → +14%
$COHR → +14,7%
$AAOI → +38,1%
$AXTI → +69,6%
$IQE → -13,0%
$POET : → +101,4%
$SOI / Soitec : →…↗
May 12
Gaetano — $AAOI
I know people went short in the $70's after the first call
But you guys didn't actually short it again in the $140's
...right?↗
May 12
KawzInvests 🦑 — $AAOI just hit $200.
What an insane year for optics. I started covering this name in the low $30's when fewer than five accounts on this app were even talking about it. I had less…↗
May 12
TheValueist — $AAOI all-time high this morning. Junior networkers bid. Multiples came down post-print as analysts raised their estimates. https://t.co/6NHKQHtlrV↗
May 12
Black Panther Capital — Higher, higher, HIGHER! 😎
Let’s go bulls!
Sadle up $IREN $NBIS $AAOI $PENG $OUST $RKLB.
-BP
Not financial advice.↗
May 12
InvestmentGuru — The “Inflation Era” of AI Compute is Breaking Out Across the Board
Every layer of the AI infrastructure stack is seeing demand explosion — and the winners aren’t just $NVDA.
Here’s…↗
May 12
Serenity — @hmmmmmm1458 $AAOI is extreme pluggable exposure... Still debating if CPO helps them more than it hurts↗
May 11
Serenity — Not sure why people ask these types of questions across every single stock from $AAOI to $LPK under every post?
I've already said multiple times, I have positions after $FLNC ear…↗
May 11
InvestmentGuru — Lots of runners in my portfolio today
$NBIS
$TSLA
$QS
$MU
$AAOI
$RKLB
$DGXX
$KEEL
and many more. When you stay patient with high conviction names, the market eventua…↗
May 11
Shay Boloor — $AAOI fits into AI buildout as data centers become massive networking machines where GPUs create nonstop traffic across racks , clusters & memory layers.
As AI workloads move…↗
May 11
Serenity — I'm literally analyzing earnings, not the chart. Looking at reactions shortly after to see if it's positive/negative is stupid.
As seen with $AAOI, $AEHR or any single earnings I…↗
May 11
Serenity — For Towa (6315):
Earnings are very nuanced. I got the current ER "Beat" wrong in my original thesis (short term), my bad.
But it's an amazing structural long and setup for H2 202…↗
May 11
BULL OF BRITAIN — How can you call anyone out when you are posting absolute fucking cringe like this.
You're a complete cunt for mind-fucking people, such as the guy in your replies. Completly dis…↗
May 11
Shay Boloor — TUNE INTO FOX BUSINESS
I’ll be covering:
• Massive satellite-to-phone opportunity for $ASTS
• $RKLB can become the second pillar of the space economy & scale toward a $100B compan…↗
May 11
Black Panther Capital — Wall Street haven’t figured $PENG role out yet.. when they do, it will explode.
Here’s everything you need to know and why $NVDA $AAOI $MU $SNDK will need to rely on them, at one…↗
May 11
KawzInvests 🦑 — @Frenchie_ it's ok let them panic. someone needs to buy $AAOI at $250😂↗
May 11
KawzInvests 🦑 — Where did all the optical panicans go?
$LITE +16%. $AAOI +24%. $COHR +13%.
There were so many of you last week during $LITE and $AAOI earnings. Now silence. https://t.co/YPtslmDb…↗
May 11
Serenity — @TomSzczypka $LITE nasdaq 100 lot of inflow.
Algorithms tied $SIVE, $AAOI, $AEHR, and others to Lumentum now as the sector leader.
So they all got brought up together.↗
May 11
Serenity — $LITE is now over $1000. Did you listen anon?
I do tend to get optical players directionally right...
So it's hilarious when I see short sellers on names like $AAOI or $SIVE. ht…↗
May 11
Michael Sikand 🦑 — I made a $1M trade and 900 anons printed with me.
After $AAOI crashed for NO REASON after ER.
I re-balanced my "Asymmetrical Bets" fund on @joinautopilot with ~$10M following it…↗
May 11
InvestmentGuru — $AAOI post earnings dip was buying opportunity↗
May 11
Serenity — @Jess252530 Yeah I ended up buying that drop and cost averaging up.
It was actually extremely bullish projections, people shouldn't care about the current earnings reports for $AA…↗
May 11
Serenity — It’s a good lesson to learn how to actually analyze earnings reports.
Rather than looking at the chart right afterward.
$AAOI up 25.18% since ER drop to $139… and +16.09% today.…↗
May 11
Black Panther Capital — this market is so f.. strong.
from red to green.
every major AI infrastructure deal in 2026 will look cheap in 2028. I’m not even optimistic. that’s just how this infrastructure…↗
May 11
InvestmentGuru — AI IS THE MEGA-DRIVER
→ 1 ChatGPT query ≈ 10× the electricity of a Google search
→ Hyperscalers have announced nuclear PPAs exceeding 10GW since 2023
→ The wave thesis plays out in…↗
May 10
Black Panther Capital — I did the calculation last week.
Not the sexy version. The boring version.
What does patience actually cost? What does it return?
The typical retail investor makes 3-4 moves per…↗
May 10
Shay Boloor — @FuturumEquities This is Peter Lynch’s favorite metric and I like it too because it ties valuation to growth. I prefer using a 2026 to 2028 window so the multiple adjusts for how f…↗
May 10
Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $INTC ~2.8x
• $LRCX ~2.0x
• $KLAC…↗
May 10
InvestmentGuru — The market is up. Oil is at $100+. Inflation is sticky. And bonds are whispering something equities are ignoring.
Here’s what’s actually going on-
OIL SHOCK REALITY
➜ Geopolitic…↗
May 10
InvestmentGuru — EVERY BUCK STOPS AT ENERGY — The Bottleneck Nobody Talks About Enough. The real constraint on AI isn’t chips. It isn’t bandwidth. It isn’t capital.
It’s electrons.
Here’s the full…↗
May 9
Black Panther Capital — My wife's dad from UK is here during the weekend.
He asked me at dinner tonight what I invest in.
I listed them. All nine.
$IREN. $NBIS. $CIFR. $ONDS. $RKLB. $AAOI. $AMPX. $PNG.…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
The AI trade is no longer one ticker. It’s a full stack. Here’s every layer:
💾 MEMORY
$MU · $WDC · $STX · $SNDK · $AM…↗
May 9
Black Panther Capital — I’ll only say this once:
The next 1 to 4 years will determine whether you build generational wealth or spend the rest of your life watching other people live the life you could ha…↗
May 9
InvestmentGuru — 10 long term bets
$CRDO — Credo Technology | High-speed AEC interconnects powering AI data centers. Sticky design wins with hyperscalers. Underowned, undervalued.
$MRVL — Marvell…↗
May 9
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +612%
2. $SNDK +558%
3. $AEHR +382%
4. $AAOI +327%
5. $DOCN +241%
6. $INTC +238%
7. $BE +200%
8. $VIAV +187%
9. $WDC +179%
10. $MU…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
May 8
Black Panther Capital — @StockStormX fair points. both real risks.
on concentration: amazon issued a customer warrant to $AAOI meaning amazon chose to tie their own equity upside to aaoi’s growth. that’s…↗
May 8
Black Panther Capital — The $AAOI earnings call transcript yesterday tells you everything you need to know about where this goes.
I expect $AAOI to 3X / +$400 EOY 2027:
> Fourth consecutive quarter of r…↗
May 8
Michael Sikand 🦑 — @joinautopilot He bought the dip on $AAOI with me.↗
May 8
Serenity — I’ve said this before when $AAOI was $6.49B.
Now it’s $11.5B and this is the same story:
Basically this is the Optical version of $INTC, where they’re scaling capacity from laser…↗
May 8
Michael Sikand 🦑 — Management is the bear case with $AAOI.
But I like that it's a founder led company.
Founder/CEO Dr. Lin has not made an informative sell after a 900% 1Y rally.
He's ONLY been ma…↗
May 8
Michael | Hypermarkets — The AI supercycle is no longer about $NVDA
AI is no longer ONLY GPU driven.
As AI agents begin reasoning, scheduling, retrieving memory, calling tools, and operating software aut…↗
InvestmentGuru — $AAOI Q1 2026 — Record quarter, stock down AH.
Q1 Revenue: $151.1M (+51% YoY)
Datacenter Revenue: $81.4M
CATV Revenue: $66.8M
Cash: $449M
Adj. EBITDA: Positive for the…↗
May 8
KawzInvests 🦑 — $AAOI Q1 is in. Here's my take after listening to the full call.
Q1 came in at the low end at $151.1M, 29.2% gross margin, -$0.07 EPS. Stock got hit on the print. None of that mat…↗
May 7
Michael Sikand 🦑 — The reason $AAOI is such a volatile stock...
These dudes are either lying SO hard or this is the most asymmetric set up in the stock market.
Today they said they can go from $150…↗
May 7
TheValueist — $AAOI KEY READ-THROUGHS FROM APPLIED OPTOELECTRONICS Q1 2026 EARNINGS CALL
Applied Optoelectronics’ Q1 2026 call produced a broad, high-signal set of read-throughs across AI data…↗
May 7
Michael Sikand 🦑 — @SushantJos39350 @bubbleboi I'm a bit confused.
He's making non stop bear posts on $AAOI?↗
May 7
Michael Sikand 🦑 — Anyone else grab $AAOI in the 130's?
Everything looks to be going to plan.
Another situation with these photonics stocks where listening to management talk is way more important…↗
May 7
Serenity — @nasdaq90 $AAOI is up 451% in the past 6 months while $IREN is up a solid 6%.↗
May 7
TheValueist — $AAOI (Bloomberg) -- Applied Opto reported revenue for the first quarter that missed the average analyst estimate.
FIRST QUARTER RESULTS
•Revenue $151.1 million, +51% y/y, estimate…↗
May 7
Serenity — $AAOI reported earnings, it's actually extremely positive so far contrary to market reactions.
Like all 2027 hyperbolic forward growth companies:
Nobody should care about curren…↗
May 7
Shay Boloor — $AAOI Q1 EARNINGS
• Revenue $151M vs Est. $155M
• EPS ($0.07) vs. Est. ($0.05)
• First shipment of 800G products completed
Q2 Guidance
• Revenue $189M vs Est. $193M
• EPS $0.01 v…↗
May 7
CK Capital — Where is that guy tho begged everyone to sell $AAOI yesterday then took his post down after it blew up.
I got a question for him.
What’s the next $SNDK https://t.co/nFD5mMKLLx↗
May 7
Black Panther Capital — Today’s dip got to me…
Portfolio got wrecked today!
I freaked out, hit the panic-mode:
$AMPX down -27%. $OUST down -17%
$AAOI down -14%. $IREN down -8%
$NBIS down -6%.
Almost c…↗
May 7
mon — > Hanta Virus
> Iran has rejected the US peace deal
What a disaster.
$HIMS -5%
$NUAI -6%
$IREN -7%
$SATL -8%
$BE -9%
$IBRX -10%
$VELO -11%
$UAMY -12%
$MRLN -13%
$AAOI -14%…↗
BULL OF BRITAIN — @ParadisLabs Will leg up massively tomorrow too if $AAOI break news tonight on 1.6T↗
May 7
Black Panther Capital — Colleague at lunch today going on about how he finally bought $NVDA .
Said it like he discovered fire.
I nodded. Asked how it was going. He said he was up a bit, felt good about…↗
May 7
Serenity — @reallynotu I posted about $AAOI at $30. I’m sorry it went from $30 to $180 then corrected back to $155 lol↗
May 7
Serenity — @Blake_BTFD Nothing changed about $AAOI, just the short prices?
Gotta get used to Jane Street adding volatility. Mostly curious about 1.6T related capacity ramp and any extra hyp…↗
May 7
The AI Investor — My portfolio just hit a new all-time high today.
YTD: +49.32%
1Y: +191.96%
The craziest part? Just over a month ago, it was still red YTD. While the YTD return is not as high as…↗
May 7
Mike Investing — We are currently in a “once in a lifetime” AI super cycle…
Phase 1 was: (already gone)
Semiconductors ~ $NVDA, $AMD, $INTC, $ARM
Phase 2 is: (passing by now)
Memory ~ $MU, $SNDK,…↗
May 6
KawzInvests 🦑 — $AAOI reports earnings tomorrow and this is what I'm expecting.
2025 revenue was $456M. Management guided $1B+ for 2026 with $120M+ in non-GAAP operating profit. The business is s…↗
May 6
Serenity — MicroLED still feels far away before any CPO related volume ramp per Goldman Sachs note.
Quantum Dot like $ALMU / QD isn't even mentioned since it's way way out by years.
In a c…↗
May 6
BULL OF BRITAIN — THE SUPERCYCLE IS HERE. QUICK RUNDOWN BELOW ON WHAT IS HAPPENING IN THE LAST MONTH
> Hyperscaler capex just got revised UP. $805B this year (+79% from 2024). $1.1T next year.
> A…↗
Serenity — I think many people are surprised to learn that stocks don’t move in a straight line up.
Today:
Laser companies from $LITE to $SIVE to $AAOI are down -8.0%, 10.2%, and -4.38%.…↗
May 6
InvestmentGuru — 5 AI Infrastructure names I’m still buying on pullback
$MU
Hit a new 52-week high of $640 on strong hyperscaler demand signals and bullish analyst revisions.  HBM market growing…↗
May 6
InvestmentGuru — Capital rotation is getting louder in semis and AI infrastructure. Money is flowing into names like
$MU, $SNDK, $AMD, $ARM, $CRDO, $MRVL, $INTC, $AAOI, $ALAB, and $TSEM.
The mar…↗
May 6
Serenity — Just for the visual learners about CPO:
This is what the CPO market growth looks like from GS + $LITE transcript confirmations.
There's certain names that are very high-beta cor…↗
May 6
InvestmentGuru — $MU let’s see if it double in one month, need $706
$AAOI already double from
Entry in one month↗
May 6
Serenity — Yes, $LITE admitting they're forced to buy CW lasers from their competitors is a massive win for $AAOI.
Since they have their own CW Laser fab (and target 350% increase in capacit…↗
May 5
AlmaCap — Thought I'd step back from bull posting on memory stocks, and have a look at the AI infrastructure stack at a birds-eye view - obviously loads of these aren't comparable.
What do…↗
May 5
CK Capital — We have witnessed some of the most insane gains ever in the last year from these 2 sectors.
Photonics:
$AAOI up 1200%
$LITE up 1500%
$COHR up 380%
$AXTI up 7500%
Memory:
$MU up 7…↗
May 5
Black Panther Capital — 🤯DO WE COOL HUMANS OR DO WE COOL COMPUTE?!?
Ha! We are not bullish enough…
$IREN $NBIS $CIFR $WULF $DGXX $AAOI $SIVE $AMD $NVDA
China is adding a nuclear reactor every two mon…↗
May 5
Serenity — True… I did call:
$AXTI $12 -> $105
$SOI $43-> $145
$TSEM $110 -> $218
$AAOI $30 -> $180
$IQE $13 -> $46
$LITE $363 -> $1000
$AEHR $30 -> $85 (if you count siph segment)
As ind…↗
May 4
Black Panther Capital — Nobody told the norm this:
The best investments of the next 5 years won’t appear on CNBC.
They won’t have celebrity endorsements.
They’ll be in SEC filings.
In DoD contract an…↗
May 4
Black Panther Capital — Dear me in 2029,
I hope you held $IREN when it was in the $40s.
I hope you held $NBIS when it was around $90.
I hope you held $CIFR when it was near $12.
I hope you held $RKLB…↗
May 4
InvestmentGuru — Money still coming in this stocks
$LITE
$COHR
$AAOI
$AXTI
$ALMU
$SIVEF
$GFS
$LWLG
$VIAV
$AEHR↗
May 4
Wayne Liang — Okay so $SNDK earnings played out exactly as expected, with liquidity flowing down the entire chain.
Now where should we put our money?
So we have $AMD earnings in 2 days... 99%…↗
May 3
Serenity — @piques15 Everyone kept saying $AXTI, $AAOI, and $SIVE were "memestocks with no fundamentals" lmfao.
Then Goldman Sachs just drops this banger of projections.↗
CK Capital — I own 4 of these 5 stock.
$AAOI
$ASTS
$SNDK
$KRKNF
These positions won’t be touched for years.↗
May 3
Midas — The largest market CRASH in history is coming.
But buying the right stocks during the CRASH is how generational wealth is made.
That’s why i’m building a software to find 10x s…↗
May 3
BULL OF BRITAIN — There will be a very good gauge on how to frontrun
$AAOI earnings this week from multiple ER's. Heres what I'm looking out for to try and predict the future.
> $VIAV [reported -…↗
May 3
Frenchie — Voici un panier d'une vingtaine d'actions que je regarde systématiquement en ce moment :
1. $AAOI - Optical infrastructure play. Si la demande en bande passante pour les data cent…↗
May 3
Midas — The largest market CRASH in stock market history is coming.
Warren Buffett has now dumped stocks for 14 consecutive quarters, the longest selling streak in its history.
In prep…↗
May 3
Midas — HERES HOW TO FIND 10x STOCKS EARLY!
Ever wished you found $SIVE, $AAOI, $AXTI, etc that have run up 100% or more before everyone on X?
Well I’m building a software to automate t…↗
May 3
Serenity — Last year I called out $LITE, $COHR, $AAOI, $AXTI, and Innolight before the supercycle...
This year:
Found $SOI, which was the SiPH substrate = $AXTI.
Then $SIVE, which was th…↗
May 2
Midas — I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $OKLO at $6
Now I'm building an investing software to find AI bottlenecks like $SIVE, $AXTI, $AAOI, etc bef…↗
May 2
Midas — Buying AI stocks are going to make millionaires but NOT now.
Once the stock market CRASHES.
That's why I'm building an investing software to find 10x AI stocks like $SIVE, $AXTI…↗
May 2
Midas — The largest market CRASH in stock market history is coming.
To prepare for the crash, i’m building a software which helped me find the following 10x stocks early: $NBIS at $20, $…↗
May 2
CK Capital — Just 1 year ago:
$ASTS was $18
$NBIS was $20
$BE was $18
$KRKNF was $2.50
$EOS.AX was $1.20
$AAOI was $10
$COHR was $55
$NOK was $4
What stock is next?↗
May 2
Midas — The largest stock market CRASH is coming.
In preparation, i’m building a software which helped me find the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16…↗
May 2
Midas — I’m building an app that helped me find $NBIS at $20, $ONDS at $1, $RKLB at $16.
This app will also find AI bottlenecks like: $SIVE, $AXTI, $AAOI, etc.
I have completely autom…↗
May 2
Midas — I called the following 10x stocks:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
Now, I’m building a software to hunt AI bottlenecks like $SIVE, $AXTI, $AAOI, etc.
A completely n…↗
May 2
Midas — I shared all these 10x stocks for FREE:
- $NBIS at $20
- $ONDS at $1
- $ASTS at $20
- $OKLO at $6
and more
I’m building something that will completely revolutionize 10x asymmetri…↗
May 2
InvestmentGuru — The Full Optical AI Industry Chain:
1. IC Design & Manufacturing
(Where the brains are built)
ASIC / xPU / Photonic ICs
→ $NVDA $MRVL $AVGO $LITE $COHR $INTC $AMD $CSCO…↗
May 2
InvestmentGuru — Optical Communications: The Next Breakout in AI Infrastructure
Everyone is focused on GPUs, but the real bottleneck in AI is no longer compute — it’s data movement.
As AI clu…↗
May 2
Black Panther Capital — By 2028, one of these will be the sentence you regret:
“I knew about $IREN and didn’t buy.”
“I heard about $ONDS and said I’d wait.”
“I researched $NBIS and got cold feet.”
“I…↗
BULL OF BRITAIN — $AAOI is up 363% YTD and if projected revenue comes to fruition, it's still extremely cheap. If you add the dots, I believe this to be true for next ER. (Alpha at the bottom)
• P…↗
May 2
Serenity — @TheMathMan70 Are you kidding? I always write high conviction if I’m confident in my thesis. And I do it with $SIVE, $AEHR, $AAOI, which all end up tripling.
I don’t share positi…↗
May 2
Serenity — I had a decent month.
Everything from: $AAOI went up 100% to $SOI went up 153.9%.
$SNDK +70% or $INTC + 97.7% or $MRVL +54% or $ARM +41.5% were underperformers for me personally…↗
May 1
Black Panther Capital — In exactly 1 year, I’m going to be the first millionaire among my brothers.
And when they ask how I did it, I’ll tell them the truth.
I bought what the norm wasn’t talking about.…↗
May 1
Michael Sikand 🦑 — Holy shit. One of $AAOI's slides got leaked ahead of ER. https://t.co/X3TDfD3M8x↗
May 1
Frenchie — C’est complètement délirant
$AAOI est entrain de redéfinir le cycle de l’optique
>+15% sur la session https://t.co/LBaZh9xLTL↗
May 1
InvestmentGuru — $AAOI almost $100 up from my last added https://t.co/ibhAav5tlw↗
May 1
CK Capital — This is the guy that gave me the easiest 5x of my life.
$AAOI↗
May 1
Michael Sikand 🦑 — There isn't a photonics ETF.
So I put the squad on my back.
69% 3 month returns. Avg. client returns: 84%.
No OTC, micro cap pumps, or foreign exchanges.
$0 to $12,800,000 AU…↗
May 1
KawzInvests 🦑 — This is one of the most insane runs of the entire cycle.
$AAOI up 382% YTD.
From $11 to $190 in 12 months. I started buying in the low 30s when fewer than 5 accounts on this ap…↗
May 1
Serenity — Photonics go brrrr
$AXTI +17.34%
$AAOI +12.47%
Hope you listened to my original thesis anon? https://t.co/SCo3h80afN↗
May 1
Frenchie — Ça continue à pousser sur la photonique
J’avais donné pour guidance de ne pas vendre encore de photonique et plutôt renforcer pour bénéficier à long terme du cycle de l’optique…↗
May 1
TheValueist — For new connections to my timeline...
$LITE $COHR $CIEN $AAOI↗
May 1
Jason Luongo — 5. $AAOI - Applied Optoelectronics (Transceivers)
Pure-play transceiver company ramping hard into 800G and 1.6T. $124M in 800G orders from a major hyperscaler, plus $200M+ in 1.6T…↗
May 1
InvestmentGuru — Where NOK Sits vs. The Photonics Stack- Most photonics plays are component-level:
$COHR, $LITE, $CIEN, $AAOI, $MRVL, $FN, $POET, $LWLG
$NOK is the system-level integrator sitting…↗
May 1
Serenity — @vz921 I guess it’s just luck calling out $AAOI, $IQE, $AXTI, $SIVE, $SOI, $AEHR, and others that all went up 3x this year?↗
May 1
Serenity — @ExtensiveRsrch I called out $AAOI at like $30 and it's like $160 now?
Less likely to 3x as fast but next year it's possible if they become largest 1.6T + laser fab capacity in U…↗
— $AAOI une de mes plus fortes convictions
Pure-player photonique, au cœur de la thèse infra IA (transceivers 800G & 1.6T pour hyperscalers).
Catalyseurs :
>Footprint Houston port…
InvestmentGuru — Photonics & Semiconductors: The Quiet Kings of This Market
The rotation is happening in plain sight. While macro noise dominates headlines, photonics and semiconductor names are qu…↗
Apr 30
InvestmentGuru — $AAOI now 75% up since I added
News today - it has been awarded a $20.9M TSIF grant to expand U.S. manufacturing in Sugar Land, TX. 210,000 sq. ft. of new space. 500+ new jobs. O…↗
Apr 29
Serenity — @bartlett_d26245 $AAOI depends on the earnings. Back at $60 I said it should be valued at $11-$13B, and finally hit that projection.
Depends on execution now, but if they deliver…↗
Apr 29
Serenity — Happy to see my followers are escaping the permanent underclass with names like $SIVE, $AAOI, or others.
Stocks really are positive sum.
Everyone benefits if information synthesi…↗
Apr 29
CK Capital — If you are building a long term portfolio today here is exactly how I would allocate it across the most important themes of the next decade.
This is not trading. This is building.…↗
Apr 29
KawzInvests 🦑 — The State of Texas just gave $AAOI a $20.9M grant to expand its Sugar Land facility.
This stacks on top of the 900,000 square foot Houston footprint they announced two weeks ago.…↗
Apr 29
KawzInvests 🦑 — Insane hyperscaler capex. Insane token/inference demand. And the AI buildout has barely even begun.
Market was shaky today on an OpenAI revenue miss headline and oil ripping on Ir…↗
Apr 28
Michael Sikand 🦑 — $QCOM is asymmetrical because it's being priced to fail.
The demand for CPUs is exploding and $ARM $INTC $AMD are the biggest winners.
But remember in February comparing $AAOI --…↗
Apr 28
Michael | Hypermarkets — In 2 years, LITE ripped from $50 to $900 up 1800%
But, LITE was losing $100,000,000+ per quarter (see financials)
Here's 3 stocks with the exact same set-up to make 1000%-2000%…↗
Apr 28
Serenity — @tw_crypto_ A lot of the CPO TW names like Shunsin overcorrected from disposition so I’m cost averaging in that sector.
CSP on stuff like $AAOI and others seems promising too.↗
Apr 28
BULL OF BRITAIN — My opinion on the best companies for every role in Photonics - from someone with 1000+ hours on the sector.
Layer 1 (Equipment): $AIXA
Layer 2 (Substrates / Raw Materials): $SOI…↗
Apr 28
Serenity — This has gotta be the dumbest selloff reason… someone could have provided?
I am 99% sure names like $AAOI or $TSEM couldn’t care less about one internal leak of OpenAI’s high flyi…↗
Apr 28
Black Panther Capital — What’s wrong with the market?
Did somebody die?
$IREN $NBIS $CIFR $SIVE $AAOI $OUST $HIMS $RKLB $AMPX $ONDS $PNG.NE https://t.co/jsZwNbnfd0↗
Apr 28
InvestmentGuru — Semis and photonics are seeing a healthy pullback — that’s often just a technical reset after strong momentum. If you missed the last run and had the patience not to chase, this i…↗
Apr 28
Daniel Koss — @ParadisLabs @joinautopilot @OpenAI @claudeai @GeminiApp Nice, I like all of those! Just staying out of stuff like $AEHR $AAOI and $AXTI because I personally don't understand it we…↗
Apr 28
Serenity — @offermemoneyXYZ $LITE is a lobster and the final surf and turf.
$AAOI is the steamer who also sells the final surf and turf.
But they want to go back to farming red lobsters a…↗
Apr 28
KawzInvests 🦑 — $AAOI's 1.6T pluggable optics line at OFC 26 is running on $VIAV ONE-1600 test equipment.
This is the unsexy chokepoint of the optical transition. Nobody ships a 1.6T module witho…↗
Apr 28
Serenity — “1.6T optical modules are near mass adoption this year”
So nothing new but this just confirms timelines for volume production/mass adoption H2 2026.
$AVGO and $MRVL are cited as…↗
Apr 27
Serenity — @siflower Thanks for reminding me.
It's possible for $AAOI could to be one since they announced a ELSFP at OFC.
They usually just do captive and sell the finished optical transc…↗
Apr 27
AlmaCap — Institutional risk capital is rotating out of defence/space (growth sectors) and into the AI semiconductor supply chain...
We have know the plays for months, institutions are foll…↗
Apr 27
Michael | Hypermarkets — CHEATSHEAT and price targets for PHOTONICS STOCKS:
Here’s the full stack + WHY each matters + price targets 1 year from now:
1. MATERIALS & WAFERS
$AXTI — Enables indium phosp…↗
Apr 26
Midas — I shared all these 10x stocks for FREE:
- $NBIS at $20
- $ONDS at $1
- $ASTS at $20
- $RKLB at $16
- $OKLO at $6
and more
I’m now hunting new asymmetric 10x stocks which will be…↗
Apr 26
Midas — I called the following 10x stocks:
- $NBIS at $20
- $ONDS at $1
- $ASTS at $20
Now, I’m hunting AI bottlenecks like $SIVE, $AXTI, $AAOI, etc.
Again, I’ll be sharing these plays…↗
Apr 26
Serenity — TLDR of recent news + bottlenecks that go brr:
1. CPU bottleneck - $INTC CEO said AI inference pushed CPU Ratio From 1:8 to 1:1.
CPUs go brr ( $AMD, Intel, $ARM) -> $AMAT / $TSM…↗
Apr 26
Mike Investing — If you missed the recent breakout on Photonics & Memory names like $AAOI, $MU & $SNDK…
Then don’t make this same mistake twice, as this next sector is setting up to squeeze.
Data…↗
Apr 26
Mike Investing — THE FULL PHOTONICS BOTTLENECK
It’s clear that the next phase of AI scaling is no longer compute, but rather optical connectivity.
1. $AAOI builds high-speed transceivers with ver…↗
Apr 25
InvestmentGuru — 10 Stocks Built for LT Returns -
$MU — The HBM supercycle play. Entire 2026 HBM output already sold out. Forecasts 40% CAGR in HBM market to ~$100B, surpassing all of 2024 DRAM.…↗
Apr 25
Serenity — @ISITrading2717 Nope, I stand by my words.
I haven’t been wrong on any high conviction stock yet from $HOOD, $RKLB, $TSM, $AAOI, $AEHR, $SIVE.
And now $IREN community member IQ.↗
Apr 25
Serenity — It's highly nuanced, and I'll explain why it's not late, but late to some:
Photonics is the newest supercycle (maybe H1 into H2 2025 was the start).
Then there's many different…↗
Apr 25
Michael Sikand 🦑 — Five hard lessons I've learned about stocks.
1) Worship volume and liquidity. Even if you find better fundamentals on a foreign exchange, in most cases, the U.S. listed equivalent…↗
Black Panther Capital — I’ve posted everyday for 114 days straight now.
Here’s how it looks:
> +20.117 new followers.
> +18M impressions.
> +62K bookmarks.
> +11K repost.
> +116K likes.
251 days left.…↗
Apr 24
Michael Sikand 🦑 — I usually make money in America and spend it in Europe.
This week was different.
Since we called the Euro AI rotation last week.
$SOI +15% $AIXA +9% $LPKF +19%
Vs. $LITE -0.73…↗
Apr 24
Serenity — Photonics go brrr.
$MXL +76.2% (lol)
$AAOI +15.03%
$SIVE +12.69%
$AEHR +7.07%
$SOI +6.19%
$LITE +4.96%
Hope you didn’t sell and try and chase other bottlenecks anon? https://t.co…↗
Apr 24
Serenity — Who thought it was a good idea to give Tangerine Peel inspired companies the funds…
To short the fastest growing names in photonics and memory?
$SNDK and $AAOI have been on a hyp…↗
Apr 24
Black Panther Capital — $INTC up 51% the past month.
$POET 93%
$AAOI 43%
$IREN 23%
$NBIS 37%
$SIVE 150%
And people are still asking if the AI trade is over.↗
Apr 23
Serenity — Not the best idea to feel FOMO about the new “bottleneck” in every news cycle.
It’s going from:
$NVDA GPUs -> $MU Memory -> $IREN Power -> $LITE EMLs -> $SNDK Memory -> GPUs -> $…↗
Apr 23
Serenity — @Spunkybunny520 Everything from $AAOI to $AMSC today had a healthy correction from macro.↗
Apr 23
Black Panther Capital — My boss doesn’t know I’m planning to leave him.
Not for another employer.
For compounding.
At 40% annual returns, capital can grow roughly 10x in about 7 years.
Most people unde…↗
Apr 23
Midas — Top 10x stocks I’m buying when the stock market CRASHES:
1) $KRKNF
2) $CIFR
3) $IREN
4) $AAOI
5) $ONDS
This market is heavily manipulated.
Generational bagholders will be mad…↗
Apr 22
Black Panther Capital — 🤯I’M SO FK BULLISH THE NEXT 5 YEARS!
The Nasdaq just had its longest winning streak since 1992. The AI buildout is not over. The picks-and-shovels companies with real backlog are…↗
Apr 22
Black Panther Capital — Last March, $AAOI was a $10 stock.
Today it's sitting above $144 on the back of something most retail investors still haven't connected.
Applied Optoelectronics doesn't make chip…↗
Apr 22
KawzInvests 🦑 — $CRDO up 74% in the past month.
Credo's entire business was built on copper cables. Copper works today, but every hyperscaler is moving to optical for 1.6T and beyond. That was th…↗
Apr 21
KawzInvests 🦑 — One question decides who wins the next decade of AI infrastructure. Who captures the 1.6T testing TAM?
I asked a Cisco guy at GTC how $AAOI $LITE $COHR hold their margins when eve…↗
Apr 21
Black Panther Capital — → PORTFOLIO UPDATE & REFLECTIONS:
The numbers first.
YTD: +40% 1 Year: +157% Max: +129%
The $SPX is 'almost' flat on the year. The Nasdaq just snapped a 13-day winning streak. M…↗
Apr 21
Black Panther Capital — First time I invested 10 years ago. I lost a shit-ton of money.
Second time. I was lucky. Plain luck. I did not understand anything.
Third time. Bull trap and bear market ripped…↗
Apr 20
Michael Sikand 🦑 — I just put 20% of my $6,200,000 @joinautopilot fund in one stock.
$AVEX is a newly IPO'd drone stock with a vast battle tested portfolio, a vertically integrated software platform…↗
Apr 20
Black Panther Capital — I’ve just created a free group on X.
No paid access. No guru nonsense. No signals. No sales funnel.
The goal is simple:
A serious space for like-minded investors to discuss mark…↗
Apr 19
Serenity — @itsmaimir I was posting about $AAOI $30 -> $65 -> $80. It's now $150.
Same thing with $AXTI, if you asked me three months ago, all 5 names would be different. AXT is now $82 from…↗
Apr 19
Serenity — @MisterPariPassu A lot of the upstream supply chains are not in the US.
Mostly concentrated in Japan, Korea, Vietnam, Taiwan, etc. Normally US-listed equities more priced in at a…↗
Apr 19
InvestmentGuru — $AAOI +75% up since I add https://t.co/S0OP7dapWs↗
Apr 19
Serenity — Wow, majority of these 30 stocks I’ve liked are up a lot in just two weeks (just a recap to new folks)
By the way, my long term opinion doesn’t change on any of them from $MRVL, $…↗
Apr 19
InvestmentGuru — $AAOI — Applied Optoelectronics: The Domestic Transceiver Play With a Tariff Moat
Applied Optoelectronics is a vertically integrated transceiver maker with domestic U.S. manufactur…↗
Serenity — @PhotonCap Basically every time $AMZN has these warrant agreements like $ALAB 2024, $AAOI 2026, volume orders go brrr↗
Apr 18
Black Panther Capital — the simplest institutional edge you can steal as a retail investor:
follow the supply chain, not the stock price.
most retail investors watch $NVDA go up and ask: what other AI s…↗
Apr 18
Frenchie — @HolySmokas I would add slowly an exposure to photonic
$AXTI
$AAOI
$COHR
$LITE↗
Apr 18
Black Panther Capital — One thing has become clear to me lately:
We are so EARLY in this build out.
$IREN will be a $200 stock someday.
$NBIS will be a $400 stock someday.
$CIFR will be a $100 stock so…↗
Apr 17
Black Panther Capital — Added $HIMS to my portfolio today.
Smashed my workout. Hit 10h shift. 5 one-to-ones. They were happy.
Past week on the market: 2 months salary.
Kissed wifey goodnight. 2 beers i…↗
Apr 17
Serenity — Genuinely thanks for nice comments.
I share my ideas for free in the end though since I want to help out the retail community.
$TSEM hit triple digit return... so that's 16 diffe…↗
Apr 17
Serenity — $HPS.A is up 21% since my thesis 2 weeks ago.
Unfortunately, not everything can go up 100% every 2 weeks like $AXTI?
If the transformers bottleneck is that extreme for multiple y…↗
Apr 17
TheValueist — $AAOI is expansionmaxxing. Don’t short the optical networking names.
CC: @CitronResearch
Applied Optoelectronics announced plans to expand its Houston-area footprint through the…↗
Apr 17
Black Panther Capital — Since adding $AAOI to my portfolio, and sharing it with you, we’re up with 66%.
I still believe we are early for $AAOI. And soon see +$200.
Lets see how it plays out.
-BP
Pleas…↗
Apr 17
KawzInvests 🦑 — $AAOI just announced its Houston footprint is expanding to 900,000 sq ft with InP laser fab capacity growing ~350% by end of 2027.
InP lasers are the physical bottleneck of the en…↗
Apr 16
Serenity — Glad to hear it!
I've went long and wrote thesis posts on about out 15 different stocks that hit 100-1000%+ YTD?
1. $AXTI
2. $AAOI
3. $SIVEF
4. $LITE
5. $IQE
6. $AEHR
7. $CRCL
8…↗
Apr 16
Black Panther Capital — 20,000 followers.
i'll be honest. mixed feelings.
not because i'm not grateful. i am. but because i'm also tired.
tracking markets, a portfolio, a career, a family, two kids in…↗
Apr 16
InvestmentGuru — Photonics and Space bouncing today
$AAOI
$COHR
$LITE
$LWLG
$POET
$AXTI
$AEHR
$SATL
$RKLB
$ASTS
$SIDU
$SPIR↗
Apr 16
Michael Sikand 🦑 — $KRKNF Q4 earnings update: Anduril ramping, C$222M in orders, Iran catalyst, and uplisting.
Today's earnings call was full of easter eggs, so here are the top takeaways for asymme…↗
Apr 16
Frenchie — Comment faire x10 en bourse :
Achetez des actions de photonique
ATH cette semaine sur :
> $SOI
> $COHR
> $IQE
> $AAOI
> $AXTI https://t.co/VZTagzayUK↗
Apr 16
InvestmentGuru — Rotation in Play — Space & Photonics Cooling Off
After strong runs, Space and Photonics are seeing some healthy profit taking as capital rotates into more undervalued sectors heat…↗
Apr 16
BULL OF BRITAIN — @ParadisLabs Talk about sizing please. When you have 15 names like $AXTI $IQE $AAOI $LITE etc that all have 3-5x upside. How do you bid the sector when literally anything is winnin…↗
Apr 15
InvestmentGuru — Photonics names took a breather today, consolidating while the broader market ripped — with key players like $AAOI, $COHR, $LITE, $AXTI, $AEHR, and $OPTX in the red; looks more lik…↗
Apr 15
BULL OF BRITAIN — If you know anything about Photonics he will sell $AAOI and $IQE↗
InvestmentGuru — The AI supply chain is still the hottest sector in the market
From optics to semis to testing — capital is flowing across the entire stack-
$AAOI $AXTI $OPTX $SNDK
$LWLG $AE…↗
Apr 14
Serenity — $RPI hit triple digit % return intraday today, just 2 months later.
That’s 14 different stocks I’ve called YTD from $AAOI to $LITE that hit 100%+ returns.
Maybe if I’m able to wr…↗
Apr 14
KawzInvests 🦑 — The rotation into CPO names is inevitable. From what I am reading, it may be coming faster than most expect.
Soitec $SLOIF up 10% today. It is the only company on earth supplying…↗
Apr 14
Michael Sikand 🦑 — 62.64% year to date.
No options. No shitty illiquid ADRs or Taiwanese nonsense.
Just a port of a couple U.S. listed stocks anyone can follow.
https://t.co/TNP8O7OWvQ
$BE $FLY $…↗
Apr 14
Michael Sikand 🦑 — I'm cleaning out this fucking Casino.
My top 3 highest conviction longs all more than doubled this year?
While most FinX accounts still got you a baggie on $PLTR $TSLA $HOOD $RKL…↗
Apr 14
BULL OF BRITAIN — What I'm looking for in the upcoming earnings season of AI/Photonics/Space/Cloud servicing
$ASML - Apr 15: Do orders confirm the AI capex cycle is accelerating or decelerating
$T…↗
Apr 14
Black Panther Capital — My biggest mistakes this year so far;
Not selling $OSS and adding more to my $NBIS position at $85.
Not selling $OSS and adding more to my $AAOI position at $86.
Not selling $OS…↗
Apr 14
Michael Sikand 🦑 — Soitec is up 41% in the last 5 days ($SOI.PA / $SLOIF)
From the day I went bullish photonics...
Everyone always whining about the stocks saying they're already up 1000%, "you mis…↗
Apr 14
Black Panther Capital — A material most investors have never heard of is quietly becoming the single most IMPORTANT chokepoint in the entire AI infrastructure stack.
It’s called indium phosphide. And rig…↗
Apr 14
InvestmentGuru — $PLAB is the most under-the-radar, fundamentally sound name in the photonics/semiconductor supply chain. It’s not a momentum screamer like $AAOI or $AXTI — it’s a steady, cash-gene…↗
Apr 14
InvestmentGuru — 25 Growth Stocks Poised to Be Big Winners -
$IREN – AI infrastructure backbone
$IONQ – quantum computing leader
$RKLB – next-gen aerospace launch
$ASTS – space-based connectivity…↗
Apr 14
TheValueist — $AAOI $LITE $COHR $CIEN @CitronResearch next time you want to short a GAI infrastructure name, message me first. I might save you some time, heartache, and money. https://t.co/2Rew…↗
Apr 14
AlmaCap — Hard not to be bullish AI build out after a full day vibing with claude.
We become one, Opus and I, two brains thinking in sync, exploring the web and our minds simultaneously, c…↗
Apr 14
InvestmentGuru — Most investors are always chasing the last wave.
The AI infrastructure cycle is playing out in layers — and each one is bigger than the last.
Here’s the full roadmap:
Wave 1: Semi…↗
Apr 13
AlmaCap — @KawzInvests Obviously not exhaustive, misses your $AAOI for example...↗
Apr 13
TheValueist — $AAOI beginning the process to expand in the US.
On April 7, 2026, Applied Optoelectronics, Inc. (the “Company”) entered into a Purchase and Sale Agreement (the “Purchase Agreeme…↗
Apr 13
Serenity — $AAOI and $SNDK:
Are the perfect examples why you don’t follow hedge funds named after Tangerine peels…
Like if you’re going short, do it with companies with terrible fundamental…↗
Apr 13
KawzInvests 🦑 — Credo $CRDO is acquiring DustPhotonics for $750 million cash plus equity. This is the biggest move they've made.
My concern with CRDO was always copper. Their business was built o…↗
Apr 13
Serenity — They’re still there.
It’s just hard to say anything….
When all my recent thesis posts from $HPS.A, $IQE, $AXTI, $SIVE, $AAOI, $LITE, $NBIS, Win, Shunsin, $AEHR, $TSEM, $SOI, and…↗
Apr 13
Black Panther Capital — ten picks, ten green lights.
f… love this game man.
$OUST $AAOI $OSS $IREN $NBIS $CIFR $AMPX $RKLB $ONDS $PNG.V https://t.co/G1XchmCJfx↗
Apr 13
BULL OF BRITAIN — @DVLT146025 No idea. What would you guess? Because most Photonic names are being priced years down the line.
Example being $AXTI, $AAOI etc.
So as long as the news of the future…↗
Apr 13
Black Panther Capital — the consensus is that us-iran negotiations are about nuclear de-escalation or regional "peace."
if you're following the actual flow of industrial commodities, that framing is a DI…↗
Apr 12
Black Panther Capital — Wall Street talks about the hyperscalers: $AMZN, $GOOG, $META, $MSFT. That is where the headlines are.
But the money flows through the supply chain. Capex is tracking above $1 tri…↗
Apr 12
InvestmentGuru — PHOTONICS / OPTICAL STACK — THE FULL VALUE CHAIN
“The layer below the chips” — AI’s real bottleneck
Layer 1 — Materials
Foundation of everything (InP, fiber, wafers)
$AXTI $GLW $…↗
Apr 12
KaizenInvestor — Some key catalysts I'm looking forward to in 2026-2027.
Q2 2026
- $POET: high-volume light source scaling.
POET unveiled its next-generation Starlight and Blazar hybrid external…↗
Apr 12
InvestmentGuru — 10 Stocks That Have Nearly DOUBLED in 2026 YTD. While the market bleeds, these names are printing
$SNDK
Pure-play NAND flash powerhouse spun off from Western Digital. Revenue up…↗
Apr 12
Black Panther Capital — 3 years ago, they were knocking on the door of bankruptcy. Last month, they secured over $250M in orders in just 30 days.
Now the stock is up 45% the past week.
The buyers? Globa…↗
Apr 12
Black Panther Capital — $AAOI, $COHR, $LITE have already run 150-250% and trade at extreme multiples.
The UPSTREAM play is where the undiscovered leverage sits.
Here is what most people are missing in t…↗
Apr 12
Frenchie — Je vous présente @ParadisLabs la star montante du trading
Manager de hedge fund depuis 10 ans, spécialiste des thématiques de niches comme l'IA.
Paradis a un track record de furi…↗
Apr 12
Damnang2 — I’d recommend $AAOI investors read this at least once.↗
Black Panther Capital — back at +16% YTD and 90% all time.
here’s the simple rules I follow:
- no leaps.
- no shorts.
- no options.
- no leverage.
- always complete due diligence
- always maintain a cle…↗
Apr 11
Damnang2 — I wrote a technical rebuttal to Citron’s short thesis on $AAOI.
I hope this article helps improve the technical understanding of the company.
https://t.co/wJs9sEMFLF↗
Apr 11
Serenity — Honestly... I don't even know at this point?
0 to 155,000+ followers, 10,000 subscribers... in under a year.
900%+ year to date...
Off 13+ individual stocks from $AAOI to $LIT…↗
Apr 11
Damnang2 — @jukan05 오오..
제 다음 아티클이 CXMT인데 ㅎㅎ
사실 오늘 올리려 했는데 $AAOI 아티클 때문에 미뤄졌습니다 😂↗
Apr 11
Damnang2 — I wrote a technical rebuttal to Citron’s $AAOI short.
Citron may be right to question valuation.
But calling $AAOI a commodity optics business is, in my view, technically weak.…↗
Apr 11
Damnang2 — I put together a technical rebuttal to Citron’s $AAOI short.
I can understand the valuation argument itself.
The problem is that Citron went a step further and effectively framed…↗
Apr 11
InvestmentGuru — PHOTONICS — THE MOMENTUM TRADE SMART MONEY IS ROTATING INTO
Institutional capital is quietly flowing into optical networking.
This isn’t hype — it’s AI infrastructure.
Why photon…↗
Apr 10
Serenity — @pepemoonboy Where'd your $AAOI calls and $TSEM go 😢. Those would have printed super hard↗
Apr 10
Serenity — I feel like I've called out the most triple digit stock returns YTD...
Out of anyone in history? Hence why I have 150k+ followers now!
In just a short timeframe:
$AXTI -> 5x+
$…↗
Jason Luongo — Nvidia invested $6B into photonics in March alone.
The AI bottleneck isn't chips. It's moving data
between them.
10 photonics stocks I'm watching:
$AAOI - Applied Optoelectronic…↗
Apr 10
Serenity — $SNDK is a perfect example why you don’t trust firms named after tangerines.
Forward earnings compresses extremely hard with Sandisk and $AAOI.
My opinion is that shorts are jus…↗
Apr 10
KaizenInvestor — @Bry_m0n I did my research on $AAOI. Great company, when I did my research, they were on $125. I missed the entry on $80 two weeks ago.↗
Apr 10
Michael Sikand 🦑 — $SOI.PA Excuse my French, cuz I'm in FRANCE 🥐
The god-tier French photonics long gapped 19% today
I'm up 187% on $AAOI since February but $SOI is my favorite next multi bag in…↗
Apr 10
Black Panther Capital — $aaoi is up 43% the past 5 days.
the optical networking story just got a new data point and most people missed the actual signal.
on april 2, $aaoi announced a $71m follow-on ord…↗
Apr 10
Serenity — @TVAFR786 $30 -> $150, 5x return. “Bagholding”.
Try shorting it then if you believe it’s overvalued.
Imo it’s the next $LITE and has the largest 1.6T capacity in America soon…↗
Apr 10
TheValueist — $LITE $COHR $CIEN $AAOI As I said two days ago, don't short GAI optical networking names. The momentum is too strong, and one hyperscaler deal announcement will kill you. The stock…↗
Apr 10
Serenity — @SidkMena I’ve been talking about $AAOI since $30? Feels like people had multiple chances lol↗
Apr 10
Michael Sikand 🦑 — $AAOI is surging after @CitronResearch goes short.
The guy has no clue what he's talking about.
He thinks $ORCL is the only customer, so he clearly didn't research that 3/5 hyper…↗
Apr 10
Serenity — Yeah… I’m cooking super hard.
$AAOI +10.65%
People aren’t bullish enough after the new $LITE backlog report.
The demand visibility lasts past 2029 for optical companies… https:/…↗
Apr 10
KawzInvests 🦑 — @CitronResearch is short $AAOI on three claims. Here is what the capacity ramp plan actually shows why he is wrong.
Claim one: Oracle is the anchor and Oracle is financially stres…↗
Apr 10
BULL OF BRITAIN — Incase you want to know how irrelevent @CitronResearch is. $AAOI went up on this news.↗
Apr 10
TheValueist — $AAOI short-term, maybe they get some downside and an opportunity to cover. 24+ months hold, I absolutely would not be short $AAOI . The market doesn't seem to care about the @Citr…↗
Apr 10
InvestmentGuru — Follow the money — smart flow is rotating into next-gen tech infrastructure
$AAOI
→ Massive momentum on AI/data center demand + 800G transceivers
→ Recently saw explosive upside…↗
Apr 10
Frenchie — 🚨 La photonique en Bull-run complet
La demande explose tellement sur l'ensemble du secteur, les fabricants sont complètement saturés sur 2026, 2027 et probablement même 2028.
C…↗
Apr 10
Serenity — I cooked pretty hard finding $IQE? Another massive triple digit gain.
Up 23%+ today.
I said earlier that next $AXTI 10x would be either $AAOI, $IQE, or $SIVE.
We'll see which…↗
Apr 10
Black Panther Capital — seeing another trader go from $300 to $300k back to $10k on $SPY.
most people see a tragedy. i see the default outcome for 99.4% of investors on this platform.
making money is a…↗
Apr 10
Serenity — I'm not sure people understand yet:
$LITE backlog order fill into 2028 signals extreme demand. And a lack of capacity.
Then by second order effect of hyperscaler demand spillov…↗
Apr 10
Serenity — Sorry everyone, Soitec ( $SOI ) is only up 39.28% since last month.
Unfortunately, they were an underperformer in my photonics basket.
Not everything can go up triple digits eve…↗
Apr 10
Serenity — @Yolo365247isme Yeah I believe in $40B MC $AAOI one day… their whole name of the game is execution.
Since hyperscalers are just buying anything they can make. We’ll see how it tur…↗
Apr 10
Serenity — There's many nuanced architectural changes for "supercycles" in photonics.
If you feel like you missed $LITE from last year, just frontrun the next cycle with CPO / lasers.
$SIV…↗
Apr 10
TheValueist — $LITE $COHR $CIEN $AAOI (Bloomberg) -- Lumentum Holdings Inc. said demand from the biggest US tech companies for its optical components is accelerating and on track to fill its ord…↗
Apr 10
Serenity — @kishwarAI Lower the marketcap, higher the growth usually if they have similar customer profiles.
$AAOI probably highest ROI vs $LITE / $COHR on transceiver side.
Then Win prob…↗
Apr 10
Serenity — @yy1625066197303 $SIVE / Win benefits from CW lasers from the next architectural supercycle in 2027. I'm just frontrunning that now H1 like $LITE last year.
You already kinda know…↗
Apr 10
Serenity — We're now in the photonics supercycle.
The trio from $COHR, $LITE, $AAOI in America are expected to perform well from a surge in demand.
New Report:
" Lumentum is experiencin…↗
Apr 10
InvestmentGuru — Photonics — still one of the strongest sectors to keep on watch 👀
$AAOI $COHR $LITE $POET
$MRVL $LWLG $TSEM $SIVEF $NOK $OPTX $AEHR $LASR $OPTX↗
Apr 10
Serenity — @0xInitialAce How many more triple digit stocks do you need to escape the underclass?
Feels like $AAOI 4x, $AXTI 5x, $AEHR 2x, $IQE 2x, $LITE 2x, and others should be enough?↗
Apr 10
Serenity — No, I’m still at a conservative 759% YTD after today’s overall rally.
Lost too much from hedging.
Would probably be up more if indexes and
many individual names like $RDDT were…↗
Apr 9
KawzInvests 🦑 — @crux_capital_ Still remember when it was just us and a handful of others covering $AAOI back in the 30s, little did we know...↗
Apr 9
Serenity — Just in case you’re wondering why $AMZN rallied today:
New news that Anthropic Mythos and their latest models were likely trained on Amazon Trainium.
This is big for Amazon’s eco…↗
Apr 9
Black Panther Capital — the consensus still puts "space" and "ai infrastructure" in two different buckets.
if you're looking for where the real volume is moving, that distinction is about to disappear.…↗
Apr 9
TheValueist — GAI Optical networking is still going nuts to start the day.
$LITE $COHR $CIEN $AAOI https://t.co/ilJLQmA0Nj↗
Apr 9
Serenity — Here's a bunch of random 30 US-available random stocks I like today and why:
1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asic…↗
Apr 9
Serenity — @NabQ321 Good question! $AAOI, $AEHR are two extremely high beta, fast growth stocks.
Maybe some larger companies like $COHR, $TSEM, $SMTC, $MRVL, $INTC or $FN on the next drop?…↗
Apr 9
InvestmentGuru — My favourite Top 5 Plays
$AAOI
- Massive growth + strong contract wins
- new ATH today
$MRVL
- NVDA-linked photonics backbone play
- Celestial AI deal = long-term dominance
$RK…↗
Midas — DO NOT BUY $AEHR
DO NOT BUY $AAOI
DO NOT BUY $FLY
you will be a generational bagholder.↗
Apr 8
KawzInvests 🦑 — This is a multi-year cycle and every layer runs.
Transceiver testing is happening now. CPO testing is the next leg. InP laser burn-in after that.
The market keeps repricing the s…↗
Apr 8
Michael Sikand 🦑 — AI's $1T photonics bottleneck isn't lasers.
It's testing them.
When I attended $NVDA GTC, a comment from the CTO of $CRWV at a niche side event stuck with me.
“If there’s a day…↗
Apr 8
KawzInvests 🦑 — Now up almost ~50% in 5 days $AAOI https://t.co/tk8MIut4Ur↗
Serenity — @yianisz Thanks! Fun to see a lot of our shared longs like $AAOI from last year turn out pretty well.↗
Apr 8
Black Panther Capital — Serious wealth comes from concentrated conviction, not from owning everything.
I believe these 8 names have the potential to redefine entire sectors:
$AAOI
$NBIS
$IREN
$AMPX
$OND…↗
Apr 8
Black Panther Capital — The market is telling you the same thing in plain English:
Energy shock risk is easing.
Risk assets are catching a bid.
The second-order winners are not the obvious ones.
AI in…↗
Apr 8
Serenity — @misrlcomp All those $AAOI shorts are getting mowed down lol↗
Apr 8
Serenity — Did you listen anon???
My high conviction long $AAOI is up extreme amounts.
Post from 2025 around hyperscalers:
“We’ll likely see investments pour to players like $COHR, Innol…↗
Apr 8
TheValueist — This proved to be generally accurate and also highly profitable.
$LITE $COHR $CIEN $AAOI↗
Apr 8
KawzInvests 🦑 — $AAOI is up 37.66% in 5 days.
The OFC numbers we posted are why.
~$64 million per month in current revenue. ~$303 million per month by Q4 2026. ~$701 million per month by Q4 2027…↗
Apr 8
Serenity — @raghavrmehta I’m hanging on to $AAOI for potential $40B MC one day.↗
Apr 8
TheValueist — Optical networking got the internet going nuts.
It is all about lasers.
$LITE $COHR $CIEN $AAOI https://t.co/TzFytnAE0x↗
Apr 8
Serenity — Did you listen anon?
$AAOI and $AEHR both up 50%+ this week alone.
I post my thesis publicly BEFORE any movement happens and without charging thousands to see stock picks.
If yo…↗
Apr 8
Serenity — @si0xac4742 Yeah a lot of the $IREN investors got mad at me and tried shorting $AEHR or $AAOI...
I think they're just adding fuel to the fire at this point since $AEHR is up 24%.↗
Apr 8
Serenity — @AsianbeBlazin yeah i decided have a higher concentration on $AEHR after the new silicon photonics t1 customer like $LITE, $AVGO, or $COHR.
a ton of of retail investors misunderst…↗
Apr 8
InvestmentGuru — Photonics and Space are two of the strongest sectors to keep on watch right now:
Photonics —
$AAOI $COHR $LITE $POET
$MRVL $LWLG $TSEM $SIVEF $NOK $OPTX
Space —
$RKLB $ASTS $SATL…↗
Apr 8
InvestmentGuru — $AAOI added two lot one at $95 and another at $83 , sold one lot today at $127 and riding on one for long , profit locked https://t.co/uNT5SKkWJY↗
Apr 8
InvestmentGuru — My last add $AAOI 43% up and $MU 17% up https://t.co/MnMiBbr8Je↗
Apr 8
Serenity — When you go through the list of the leading CW laser companies from $COHR to $AAOI.
It’s very impressive $SIVE stands out at $300m still… compared to the every other player in the…↗
Apr 8
Black Panther Capital — The US and Iran just agreed to a 14-day ceasefire.
Less than 2 hours before Trump’s deadline to destroy Iran’s entire civilian infrastructure.
Here’s what you need to know:
→ Tr…↗
Apr 8
TheValueist — Do yourself a favor and don’t short any part of the GAI optical networking ecosystem. The bullish momentum itself is incredibly strong. One hyperscaler deal announcement and you wi…↗
Apr 8
Serenity — This has gotta be the biggest taco supreme I’ve ever seen?
Yesterday: “GG Iran as a civilization”
Today: “Hurray for World Peace, Iran can reconstruct, US is helping flow of pass…↗
Apr 8
Serenity — @PhotonCap It's crazy that people with a lot of followers are so confidently wrong about photonics and optical transceiver demand.
They just go off former revenue than draw squigg…↗
Apr 8
Serenity — It's amusing to see some of the same idiots who don't understand photonics.
Trying to short "shtcos" I long then getting wrecked like on $AAOI.
Makes sense why many are frustra…↗
Apr 8
Serenity — @TD_btc24 Most recent 5 thesis posts I've shared:
1. $HPS.A ($1.77B) - Transformer/Switchgear DC bottleneck
2. $ARM ($152B)- AI CPU ramp
3. Win Semi ($5.7B) - Foundry for CW laser…↗
Apr 8
Serenity — Getting tired of 100K+ follower accounts that who charge $2,000+ a year just to see their stock picks…
That then get frustrated over someone who shares names from $AAOI to $AXTI f…↗
Apr 8
InvestmentGuru — Photonics — still one of the strongest sectors to keep on watch 👀
$AAOI $COHR $LITE $POET
$MRVL $LWLG $TSEM $SIVEF $NOK $OPTX
Strong demand + AI/data center tailwinds = cont…↗
Apr 8
InvestmentGuru — $MU
$TSLA
$GOOG
$AMD
$AAOI
Some of my favourite setup tomorrow↗
Apr 7
Serenity — If you're wondering why everything just ticked green from $AAOI to $RKLB:
Trump just agreed to a 2 week Iran Ceasefire. https://t.co/znW8nnzW6S↗
Apr 7
Serenity — @Niatama195432 $SOI takes a bit of time for CPO/siph ramp. It's only up ~11% or so since my original thesis, but depends on entry point.
Lot of the current transceiver cycle playe…↗
Apr 7
Serenity — @Kapstahoon Feels like the $AAOI ATM has closed since it’s trading at $126 now.
I first longed around $30 so that’s another 4x added to the list. My concentration was low unfortun…↗
Apr 7
Serenity — I get a sense of pride when I see a thesis playing out well real time.
$LITE $371 -> $836 in the last 4 months.
Not bad for a $58B company despite macro?
This is while indexes…↗
Apr 7
Serenity — @peedgdev Bullish on $AEHR, but not my #1 pick.
I'm actually a fan of $LITE and $AAOI in the photonics space the most. Then highest upside is $SIVE.
I like laser exposure the m…↗
Apr 7
Serenity — @4intheflames Again, if mass orders happen 2027, $AEHR will re-rate today. And we'll get more indication about it in their earnings call now as they signaled "significant forecasts…↗
Apr 7
Serenity — $AEHR earnings:
- Current Backlog: $38.7 million as of the end of the quarter, with an "effective backlog" of $50.9 million
-H2 FY26 Guidance: Reiterated expectations for $25 mil…↗
Apr 7
Michael Sikand 🦑 — Proud to be the YTD performance leader on @joinautopilot.
My high risk, high reward "asymmetric bets" portfolio just crossed $3M AUM.
$AAOI +116%
$BE +42%
$ASTS +36.8%
$MU +0%
$S…↗
Apr 7
InvestmentGuru — Photonics are good
$AAOI
$LWLG
$LITE
$COHR
$AXTI↗
Apr 7
TheValueist — $AAOI is still going today. Up another 7.5%. This feels like it will be taken out by a larger competitor. Faster to market and broader distribution by using an incumbent's infrastr…↗
Apr 7
Serenity — @SinnerReformed1 Glad to hear $LITE and $AAOI are treating you well!
Yeah most of the market is crashing, but if you pick individual winners it’s possible to outperform. https://…↗
Apr 7
Michael Sikand 🦑 — $AAOI - a round of applause is due.
In the span of just 1 month, this stock has been through more plot twists than a Nolan film 🤣
- Bullish ER led to 100% re-rating
- Crashed o…↗
Apr 7
Serenity — @KDREAM111111 Yeah... I have zero clue why $LITE, $AAOI and others had vertical green candles right after my post. Don't ask me↗
Apr 7
Serenity — @Michael_Tran_90 Yeah, $SOI is only up 11% from when I bought unfortunately.
Not everything hard-outperforms this macro climate like $LITE, $AEHR, or $AAOI.↗
Apr 7
Serenity — For the next photonics CW laser chokepoint.
Personal high-beta exposure tierlist:
1. $SIVE: $302m
2. $AAOI: $8.35B
3. Yuanjie (688498): $13.55B
4. $MTSI: $17.4B
5. $LITE: $56.1B…↗
Apr 6
Serenity — @nasdaq90 $500m relative to $7B for InP fab and assembly expansion for becoming the biggest 1.6T capacity in America for $AAOI.
Is materially different than 50m shares of 52m shar…↗
Apr 6
Black Panther Capital — I believe the probability is higher that:
$NBIS goes to $300 than stays at $100.
$AAOI goes to $500 than stays at $110.
$RKLB goes to $250 than stays at $65.
$IREN goes to $150 th…↗
Apr 6
BULL OF BRITAIN — Made a few predictions and price targets 2 weeks ago for 2026.
Current standings
$AAOI $110
$AXTI Down 44% from ATH (most hilarious prediction)
$LITE $772
$NBIS - $112
$ASTS - $9…↗
TheValueist — This $AAOI is working. I expect it to keep doing so for at least the next 24 months unless it gets acquired. Then it will be doing so under someone else's umbrella. https://t.co/8C…↗
BULL OF BRITAIN — My personal top convictions in Photonics
$AEHR -> Every silicon photonics chip needs to be tested before it ships. AEHR is the only company doing it at wafer level. Just landed a…↗
Apr 6
Frenchie — $AAOI +9% en pré-market
Le trade devient unidirectionnel https://t.co/2iA27AJN13↗
Apr 6
Serenity — @ir53894 Not really late too the party, it’s extremely early and at the beginning of the next inflection point.
I personally like $SIVE, $AEHR if I had to pick two more smaller pu…↗
Apr 6
Serenity — Please stop trying to model 2025-2026 revenue for future CPO/SiPH ramp…
When I looked at $TSEM back at ~$115 last month (round to $200 now).
The forward p/e compressed to rates…↗
Apr 5
KaizenInvestor — @b_co_co I’m a fan of $AAOI, $PL, $PLTR and $VKTX. Not a fan of $DUOL.↗
Apr 5
Serenity — @AtlasShrug1 It's not greed, it's fundamentals. $AEHR went up in price is because they landed the leader in optical transcivers.
This could be $AVGO, $LITE, $COHR, $MRVL, $CSCO or…↗
Apr 4
Serenity — @trademetry Not sure if you realize yet, but stocks are positive sum gain unlike Melania Coin. Everyone benefits long term if someone is right directionally.
It's not exit liqui…↗
Apr 4
Black Panther Capital — @CKCapitalxx Love the write up mate. Wild to see $AAOI being 6-7 smaller than $LITE and $COHR makes you think how early it is for $AAOI.↗
Apr 3
KaizenInvestor — I just cracked the CEO-code.
- Founder led
- PhD in science
$PL - Will Marshall Ph.D. in Physics
$AAOI - Chih-Hsiang Ph.D in electrical engineering
$VKTX - Brian Lian Ph.D in…↗
Apr 3
Serenity — @veggiepoultry @roundhill Bro @roundhill did me dirty adding $AXTI and $AAOI to that meme basket.
But I think it will outperform with those new additions lol.↗
Apr 3
Serenity — @ConsensusGurus Hey, that's my profile picture there!
But yeah it was super weird how $AAOI surged 20%+ before. I'm sure algorithms caught it early from leaks or something.↗
Apr 3
Serenity — @GMGoz1x Glad to hear the positive feedback!
Yeah I was in the crypto market around 2016-2018, so any +20% -20% volatility now with $AXTI or $AAOI feels like nothing. So it's def…↗
Apr 3
KaizenInvestor — @aleabitoreddit Yes, read about that. $LITE and $COHR using companies like $FN. $AAOI has everything in-house. Do you consider this a competitive advantage?↗
Apr 3
Frenchie — 🚨 Le carnet de commande d’$AAOI explose
Hier $AAOI a pris +20% sur la session
Depuis 2 semaines, la pression sur les tranceiver 800G se fait ressentir.
L’infrastructure IA ex…↗
Apr 3
Serenity — @bendover Very flattering having a $50k dedicated fund around my posts but pls do ur own research before entering any positions first!
Also timing the buy is also very important…↗
Apr 3
Serenity — Serenity's Followers Favorite Stock Parabolic Growth ETF:
The most anticipated ETF of all time:
$TRT - $5.88
$HGRAF - $4.49
$SIVE - 9.9 SEK
$QURE - $17.21
$AEHR - $45.08
$ENVX -…↗
Apr 3
Michael Sikand 🦑 — My photonics fund delivered 43.88% in 49 days.
The S&P? -3.5%.
"You're late bro" 🤣
598 ordinary investors owning AI's chokepoint with me.
Currently $LITE $COHR $CIEN $AAOI…↗
Apr 3
KaizenInvestor — @aleabitoreddit Do we know what the margins are on these 800G transceivers for $AAOI?↗
Apr 3
Serenity — Applied Optoelectronics ( $AAOI ) said it received a new $71 million order from its hyperscaler customer today.
The orders flowing in are endless.
If they become the largest 800G…↗
Apr 2
KawzInvests 🦑 — $AAOI received a $71M order for 800G transceivers from ANOTHER Major Hyperscale Customer
In the last 3 weeks alone:
- March 9: First-ever volume order for 1.6T transceivers
- Mar…↗
Apr 2
TheValueist — $LITE $COHR $CIEN $AAOI EXECUTIVE OVERVIEW
Across the LightCounting materials, the common thesis is that optical connectivity has moved from a supporting component to a primary sc…↗
Apr 2
Michael Sikand 🦑 — @JaneStreetGroup Only for serious long term investors price targets and calculations $AAOI: https://t.co/PNCBEMkpFb↗
Apr 2
Serenity — $420 looks inevitable on $AEHR.
Maybe 2 years?
Don’t think I’ve seen so many hyperscalers or AI companies qualifying a small $1.1B company before?
Last time was $AAOI back at $…↗
Apr 2
Michael Sikand 🦑 — $AAOI +20% hope the horse didn't buck you, anon?
Ever since @JaneStreetGroup took a stake, I can't help but feel they're manipulating the hell out of this stock.
This violent +-2…↗
Apr 2
KaizenInvestor — With the whole focus on photonics companies like $LITE, $COHR, and $AAOI, it surprises me that a company like $FN is completely ignored by X investors.
Fabrinet is essentially the…↗
Apr 2
KawzInvests 🦑 — @michaelsikand $AAOI up 15% today insane↗
Apr 2
Michael Sikand 🦑 — Someone put a gun to my head.
They said "make me $1M from $100K with 10 stocks".
This answer saved my life.
1) $KRKNF - This subsea drone component monopoly is on the verge of r…↗
Apr 2
Serenity — @Market_Nick_ $AAOI does look like an early $SNDK.
Largely dependent on execution, but the fact they project they'll have the largest 1.6T capacity in the US from projections (fr…↗
Apr 2
Serenity — And... $AAOI +25.43% from $81 -> $101.26 off no material news.
Maybe the Edgewater comment about "optical demand growing exponentially" helped a bit too.
But few lessons to lear…↗
Apr 2
Serenity — @Stonks_Kitty Yeah... just look at $AAOI though up 16% off no news.
This is why I dislike Jane Street farming retail and adding unnecessary volatility to names on their way up.↗
Apr 2
Serenity — Lightcounting: "This is not a typo"
Optical interconnects has a reasonable chance to reach $100B+ by 2030 from ~$19B (2025).
If you're looking for my favorite names:
Compounders…↗
Apr 2
Black Panther Capital — Can you please for the love of god stop your constantly whining on $IREN. Seriously, I love you content. I subscribe. But your beginning to loose credibility after all. This is the…↗
Serenity — Just a gentle reminder:
$AAOI expects to have the largest production capacity of 1.6T optical transceivers in America.
Just as optical TAM is expected to ramp to $100B in a bull…↗
Apr 2
Black Panther Capital — 👀PRE-MARKET ACTIONS:
Futures down 1% on a speech. Oil above $106. The IRAN trade is not over.
🔴 $OSS -0.17%
🔴 $IREN -1.51%
🔴 $CIFR -0.40%
🔴 $NBIS -4.35%
🔴 $AAOI -2.87%
🔴 $…↗
Apr 1
Black Panther Capital — I took a new position recently.
Massively undervalued. Overlooked. No analyst coverage.
Zero volatility. No earnings risk.
Insiders have been quietly accumulating past 6 months.…↗
Apr 1
Serenity — @SarAEsQMd So I'm confident in 1 year time, with $379m/month ramp laser fab -> design -> assembly supply chain. That $6B is very undervalued for $AAOI.
But we'll likely expe…↗
Black Panther Capital — Jensen Huang just told you where the bottleneck is.
Not in one investment. In a pattern.
In March alone, $NVDA committed $2 billion each to $LITE and $COHR, both photonics compan…↗
Apr 1
Black Panther Capital — THE AI SUPPLY CHAIN — COMPLETE MAP
I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering…↗
Apr 1
Serenity — $AEHR looks extremely promising at ~$1.1B MC.
Aehr is starting to remind me of an early $TER, mixed with pre-earnings $AAOI.
If we look at the timeline and speculated customer…↗
Apr 1
Serenity — @ryansfinance $IQE probably has most binary upside at these levels and legitimately could 5-10x upon successful restructuring and conversion toward InP AI segments.
$POET has pre…↗
Apr 1
Serenity — @Jornka329996 How is $AAOI direct to $ORCL, $MSFT, $AMZN, and maybe $META needing new clients?
Those are probably the best they can get lol↗
Apr 1
Serenity — Modest +1,124.09% return over the past year.
Anon, only a few years left to escape the permanent underclass due to AI?
OpenAI raising $122B is enough to fuel the rally for anothe…↗
— $AEHR new qualification orders from a leading optical transicever company.
It’s in the early $AAOI stage where it’s getting tested by major hyperscaler supply chains for optical t…
TheValueist — $LITE $COHR $CIEN $AAOI AS OF MARCH 30, 2026
EXECUTIVE OVERVIEW
The March 30 drawdown in AI photonics and optical infrastructure is best understood as a policy-scare de-risking o…↗
Mar 30
Black Panther Capital — 👀I’m into growth stocks like $ONDS $IREN $NBIS $AAOI $RKLB $ASTS and these are the EXACT signals I’m looking for:
Most people think the market is selling off because oil is high.…↗
Mar 30
Jason Luongo — These stocks may be worth buying on future dips:
AI Compute: $NVDA $AMD $AVGO
AI Memory: $MU
AI Infrastructure: $IREN $NBIS $VRT
Networking: $MRVL $ANET $ALAB
Photonics: $AAOI $LI…↗
Mar 30
Serenity — @Ungrate11057544 Let's just say even if $SPY, $MSFT, $AMZN crashes another 20% I expect $AAOI to outperform the market.↗
Mar 30
Black Panther Capital — I hope you were fast enough to trim in pre-market.
🚨Here’s the zones to watch out for.
$OSS → $6.03
$IREN → $33 or $21
$NBIS → $95 or $79
$CIFR → $11.47
$RKLB → $52
$AAOI → $69…↗
Mar 30
Serenity — @mi20483980476 I personally bought a decent amount of $AAOI at ~$84 just now, $6.6B MC feels way too cheap for me, especially with their new $500m warchest.↗
Mar 30
Serenity — @CyberrBandera I'm actually bearish on the market.
However, there's some individual stocks like $AAOI that I expect to outperform despite macro climate.
If you're sold out becau…↗
Mar 30
Serenity — And... this is why I don't like Jane Street owning the same stocks I do like $AAOI.
They trade volatility, especially with retail favorite names and trigger stop losses/panic.
I…↗
Mar 30
Serenity — There’s clearly some market outperformers despite index’s and mega caps from $META / $MSFT crashing.
This probably signals institutions rotation or an extremely strong up and comi…↗
Serenity — I'm still long on markets (now 85% long, now 15% cash/hedges).
Even during wartime, I expect many names from $AAOI to $LITE to outperform.
However...
The World is largely inte…↗
Mar 30
Serenity — @Erotser3 Sure, it's more like direct exposure vs. marketcap.
The light source environment looks like this:
Leading players: Lumentum ($55B), Broadcom ($1T), Coherent ($55B), Su…↗
Mar 30
Serenity — @mi20483980476 So they all sit in three separate categories (with some overlap) and I like all three.
$AEHR does testing.
$TSEM is more like a foundry
then $AAOI is more like las…↗
Mar 30
Serenity — I think I nailed the institutional bottleneck rotation.
-> Caught the tail end of memory name rise with $SNDK, Samsung, SK Hynix, $MU
-> Frontran institutions with photonics with…↗
Mar 29
KaizenInvestor — @boring_invest Great analysis, the financials of $AAOI, $LITE and $COHR have always looked better than those of $SOI, $IQE at the moment.
$SIVE is the only one where I would say…↗
Mar 29
KaizenInvestor — @rafalwywrocki97 $AAOI, $LITE and $COHR do have rising revenues and gross profit margins. The problem is that you are now chasing stocks with less good fundamentals, hoping on the…↗
Mar 28
Serenity — Faster compounds:
$AAOI - 10x revenue ramp from optical transcivers h2 2027
$NBIS - 10x revenue ramp Q4 2026
$ARM - 5x revenue growth from their new AI CPU
$MRVL - 2-3x revenue gr…↗
Mar 28
Serenity — @gude57856 I would personally not just invest in one sector for diversification sake.
I talk about photonics like $AAOI recently because I see it as highest short-term upside.…↗
Mar 28
Serenity — My portfolio has drawdowns from Macro as well.
YTD is now 527%.
After the index crashed -7%.
- $AAOI “crashed” from $30 -> $100 -> $96…
- $LITE “crashed” from $330-> $800 -> $7…↗
Mar 28
Serenity — @PhotonCap Yes that's a great way to approach it from the tech angle.
Whether something is a great long, is extremely multifaceted.
I was also looking at $HIMX if it translated…↗
Mar 28
Serenity — Great callout on $HIMX and now down -31.54% (accelerated by macro).
This is a good lesson around chokepoints.
They missed two things on this "Meme Stock":
- Chokepoints can be…↗
Mar 27
KawzInvests 🦑 — AI optical networks have a zero-tolerance policy for failure if a single 800G or 1.6T link underperforms, an entire multi-million-dollar array of GPUs sits idle waiting for data.…↗
Mar 27
Michael Sikand 🦑 — The photonics thesis is predicated on a multi-year cycle.
My play? Focus on two concentrated trades that account for both short and long term technology shifts so I can gobble up…↗
Mar 27
Serenity — @Blinklebloop Agreed $SOI has arguably one of the strongest positions out of everything.
$SIVE and $AAOI were the hypergrowth rocket ships following $AXTI for me. Lot of debate ar…↗
Mar 27
Serenity — @KaneCapz Revenue hasn’t even hit $AAOI earnings yet?
If they’re implicitly saying they can do $1.8B q4 2026… and it’s a $7B MC today.
They have the potential to be a $COHR or I…↗
Mar 27
Serenity — This crash today is a good reason why it's good to stay invested.
-> $AAOI is still up 233%?
-> $IQE is still up ~100%?
-> $SIVE is still up 100%+?
-> $LITE is still up ~88%?
-> $…↗
Mar 27
KawzInvests 🦑 — Building the next-generation optical chips for AI (800G and 1.6T) is incredibly difficult.
At these extreme speeds, signals easily distort, and just one bad chip can crash a massi…↗
Mar 26
Michael Sikand 🦑 — This $2B photonics monopoly down 75% from ATHs is key to AI's next paradigm shift.
Soitec at €54.00 $SOI.PA / $SLOIF is the clearest photonics multi-bagger I see right now.
After…↗
Mar 26
Serenity — @Jornka329996 Probably $SIVE since it’s now only $330m after dropping 22%.
Maybe $AAOI too, assuming their $250m ATM finished↗
Mar 26
Serenity — @BabyYod59296514 Yeah, if names like $LITE or $AAOI run up a lot, corrections timed with macro selloffs hit a tad harder.
Surprised lower beta names like $COHR got hit -8% or so…↗
Mar 26
Serenity — Photonics are not having a fun time.
Laser Companies from:
$LITE, $SIVE, $COHR, $MTSI, $AAOI all down.
Substrate, Foundries, and Epiwafer from:
$IQE, $AXTI, $SOI, $TSEM all down.…↗
Mar 26
KawzInvests 🦑 — We are currently in the middle of an unprecedented, multi-year compounding supercycle
Here is how the distinct optical cycles actually overlap:
400G: The foundational baselin…↗
Mar 26
Serenity — @Alex__0x0 Yeah, everything from $AAOI, $LITE, $MTSI, $TSEM, $COHR, $AXTI, $SIVE, $IQE, Landmark, and others have been strongly outperforming!.
Sometimes you forget the index is…↗
Mar 26
Frenchie — Je prend mes premiers profits sur la photonique
Notamment sur les mid/small caps comme $AAOI , $IQE, $AXTI
Je pense que le marché est toujours haussier à moyen terme mais le nar…↗
Mar 26
Serenity — @excu4e16421 $SOI is slow rerating compared to $AAOI but I do think it’s the bottom of their legacy drag cycle but they get upside from silicon photonics/cpo ramp up with the subst…↗
Mar 26
Serenity — @usbastats $AAOI is up over 3x since I went long… I just forgot about it since there were too many names
But yes high conviction with $AAOI↗
Mar 26
Jason's Chips — why does this feel very off? i have positive opinion of $AAOI but it's $LITE that sells the lasers externally. if anything $AAOI buys lasers.
really it comes down to if laser capa…↗
Mar 25
Serenity — @Jornka329996 Thanks! $SIVE is high conviction for me personally. Even so at these levels around ~$400m MC.
$ARM and $AAOI seems promising long term at these levels too!
I did h…↗
Mar 25
Serenity — @O_bhaina Probably option flow related on $AAOI↗
Mar 25
KawzInvests 🦑 — Why are traditional pluggable optics doomed in the AI era?
Pushing data through copper traces to a pluggable module causes 22dB of signal loss and requires power-hungry DSPs that…↗
Mar 25
Serenity — $SIVE is literally one of the only pure play public exposure to the (CW/EML) optical laser bottlenecks in the world.
$LITE - $55B+
$COHR - $53B+
$MTSI - $17.8B+
$AAOI - $8.8B
$…↗
Mar 25
Serenity — @Zarro_Boogs How are Manus founders getting detained signaling high growth for $AAOI?↗
Mar 25
Serenity — @alejandrobatiz $AAOI should be up there too, somehow it slipped my mind since I was thinking of merchant suppliers rather than captive.↗
Mar 24
Serenity — @NieMehrKrieg Much better opportunities out than $IREN.
If you want the same sector, $NBIS is objectively better when you look at how they finance capex ( $NVDA $2B funding )…
T…↗
Mar 24
Michael Sikand 🦑 — I called $AAOI at $50.
But I bought the bulk of my position in the $90s.
It's because the explosive re-rating around this stock created an EVEN more asymmetric set up...
One th…↗
Mar 24
Serenity — I’m genuinely impressed there’s people out there holding $IREN.
Imagine getting close to half the market cap…
~$6B eventually diluted, sold into the open market against every sto…↗
Mar 24
Wayne Liang — $AAOI playing out as predicted. Hope some of you got in on that quick win! Will post the next BD for those wanting to swing. https://t.co/vF92rL7OBv↗
Mar 24
KawzInvests 🦑 — INSANE $AAOI is up 17.7%
Same stock people were dumping three weeks ago over ATM dilution and insider sells. Here is what they got wrong.
The fear was understandable. AAOI has bu…↗
Mar 24
Serenity — If you're new to $AAOI:
It looks scary entering positions near ATH at $109 after a 175% YTD increase.
However, this looks like the photonics equivalent of $SNDK.
And it so hap…↗
Mar 24
Serenity — @KDREAM111111 Looks like $AAOI ATM is done? No way to tell.
If it blows through $100+ and holds its gains for a day or two, it's likely.↗
Mar 24
Serenity — So my 10x moonshot $AXTI ended up landing on the moon.
If you felt like you missed the rocket:
-> $SIVE is my personal favorite next 10x AXT moonshot at today's prices.
-> $…↗
Mar 24
Serenity — $AXTI has now reached the legendary status of $69.69.
Was expecting close to 10x returns in a year and half, not a few months…
Everything from $AAOI to $SIVE are ridiculously out…↗
Mar 24
Serenity — @GoldenMeth IMO $AEHR is a great long here and should hit its inflection point in the next few months like $AAOI.
$AMKR better to wait next year since they’re in capex phase and t…↗
Mar 24
Wayne Liang — Resistance near 106 for $AAOI. If we can breach and close above it, we could easily get back to 120 levels. Solid opening so far. https://t.co/IIlF3GiDoZ↗
Mar 24
Serenity — Not a fan of these types of posts, but I’ll do one today again:
When a stock like $SOI drops 6% and reverses a lot of its gains this week:
Nothing about SOI substrates thesis for…↗
Mar 24
TheValueist — $AAOI EXECUTIVE OVERVIEW
The OFC transcript is important because it shifts the AAOI debate away from simple “AI exposure” and toward a more demanding question of industrial execut…↗
Mar 24
Serenity — There's the Space Satellite MegaCycle:
-> Triggered by $PL.
With $BKSY / $SATL / $SPIR and others following.
Then there's the Photonics SuperCycle:
-> Triggered by $LITE and $…↗
Mar 24
KawzInvests 🦑 — $AAOI just landed a $53M+ order for 800G transceivers from a major hyperscaler. This comes right after last week's 1.6T order from the same customer.↗
Mar 23
Serenity — @JungleStocks Because it’s after a $200M hyperscaler order 5 days ago…
I’m just saying get used to a lot of these orders, since $AAOI hit their inflection point↗
Mar 23
Serenity — $AAOI receives $53M 800G order from hyperscaler for optical transceivers.
It’s time to start getting used to seeing this every day.
Any production these photonics companies can m…↗
Mar 23
KawzInvests 🦑 — The Nvidia GTC report just dropped on Asymmetrical Bets.
36 hours on-site. Private press briefing with Jensen. One-on-one with Nvidia's SVP of Networking. A closed-door session wi…↗
Mar 23
TheValueist — There will be more…
$AAOI Applied Optoelectronics (AAOI) said late Monday it has received a new volume order worth over $53 million from a hyperscale customer for 800G data center…↗
Mar 23
Wayne Liang — You can either scalp the $AAOI chops on a lower TF, or wait until a BD appears for a swing. There's always money to be made.
Will post updates once a new BD appears. Last one took…↗
Mar 23
Serenity — @Taylor_GPT $AAOI $250m ATM at $100.
Structural overhang, but once that’s done I think it’ll blow past $130.
Undervalued relative to capacity -> revenue↗
Mar 23
Serenity — Indexes shot green over the news of a TACO.
Individual names from $TSEM to $AAOI are up 6-7%+ premarket.
Trump:
"I AM PLEASE TO REPORT THAT THE UNITED STATES OF AMERICA, AND T…↗
Mar 23
Serenity — @BonyBallf2 $AXTI was $12-15?
I’ve never heard of someone complain of $AXTI correcting $5 after a 5x return to $60 to $55.
$IQE is up 266% YTD? $AAOI was $28-$32?
Going from $30…↗
Mar 23
Serenity — @DegnFarmer Oh I am. There's a ton of good opportunities ON, $SMCI at $18.5, $AAOI at $86, $AEHR, etc.↗
Mar 22
The Future Investors — AI’s next bottleneck: data movement 🚀
Photonics is the solution 💡
Photonics has multiple layers. These stocks stand to benefit 👇
🔴 𝗟𝗮𝘆𝗲𝗿 𝟭: 𝗦𝘂𝗯𝘀𝘁𝗿𝗮𝘁𝗲𝘀 & 𝗠�…↗
Mar 22
Serenity — @Jornka329996 Both $AAOI and $SIVE are extremely compelling valuations right now and id personally buy both at these levels↗
Mar 22
Wayne Liang — The reason we wait for Blue Diamond entries is to avoid chasing false breakouts, DCBs, etc. We'd rather miss out on a small part of the run than to top-blast.
$AAOI back underneat…↗
Mar 19
KawzInvests 🦑 — NVIDIA GTC is wrapping up. Starting today, @michaelsikand and I are going into full lockdown every hour we have goes into turning what I witnessed this week into the most thorough…↗
Mar 19
Michael Sikand 🦑 — $1M BABY 👿
My public photonics fund just hit $1M AUM.
Just saw someone put in $100K.
Even in the face of a choppy macro, you can stay long if you are concentrating into the nex…↗
Mar 19
Michael Sikand 🦑 — $AAOI Ripping +9%
If you understand a stock deeply, you know when negative price action is based on fear or fundamentals. https://t.co/5rkfPtFDSR↗
Mar 19
Michael Sikand 🦑 — This GTC panel had the TOP brass in AI networking.
SVPs from $NVDA, $META, $CRWV, $MSFT
Takeaway: Co-Packaged Optics is the holy grail and the "biggest" shift over 5 years.
I th…↗
Mar 19
Wayne Liang — Just like that, $AAOI reclaimed the gold zone! Next "safe" entry would be on the next BD. Will post updates here once it appears. https://t.co/XZPSgZ1ERp↗
Mar 18
Michael Sikand 🦑 — $NVDA just made a MASSIVE $4B bet on photonics.
So I asked their SVP of Networking, Gilad Shainer, to give away Nvidia's entire optical roadmap to retail investors.
From scale ac…↗
Mar 18
Michael Sikand 🦑 — At GTC, I learned about how tough it is for companies to get qualified for transceivers as they are one of the biggest points of failure in data centers.
800G hyperscaler qualific…↗
Mar 18
AlmaCap — $AAOI guidance at the investor conference yesterday was very bullish so have opened a small position now that we have more information.
I would not size heavily on this as the moa…↗
Mar 18
KawzInvests 🦑 — Building a memory fab takes 4 years. Building a photonics fab takes 9 months.
There is a MASSIVE difference between the build out for Photonics vs Memory
A memory fab is a precis…↗
Mar 18
Jason's Chips — ELSFP ASPs are $600+ for Lumentum btw (earnings calls commentary + bottom up BOM build point to the same number), meaning AAOI could be making $2b+ revenue run rate from CPO. Not s…↗
Mar 18
KawzInvests 🦑 — Covered the full $AAOI thesis in depth on Substack: https://t.co/q7tAnU0vtE↗
KawzInvests 🦑 — Applied Optoelectronics $AAOI released their capacity ramp plan. We are in Q2 2026, which means this timeline has already started.
Current monthly revenue: $64 million. By Q4 2026…↗
Mar 17
Wayne Liang — The https://t.co/ihHRGnddfF BDs gave an entry signal for $AAOI at $46, and PDs nailed the sell signal at $115. A solid 153% gain (178% at peak).
Just dipped below our gold zone to…↗
Mar 17
KawzInvests 🦑 — NVIDIA $NVDA CEO JENSEN HUANG JUST SAID:
"We need many many TRILLIONS OF DOLLARS OF CAPACITY...We work with EVERY MEMORY VENDOR, BECAUSE WE USE SO MUCH MEMORY. We are going to wor…↗
Mar 17
TheValueist — . @aleabitoreddit is locked into this GAI infrastructure build-out cycle. I am trying to keep up.
$LITE $COHR $CIEN $AAOI EXECUTIVE OVERVIEW
The post advances a real but overcomp…↗
Mar 17
Wayne Liang — $AAOI sitting in the gold zone after triple Pink Diamonds came in. Watch that $88 level closely. Might get a bounce here, but dipping through it won't be ideal. https://t.co/bvxm3y…↗
Mar 16
KawzInvests 🦑 — Jensen just ended the copper vs. optical debate at GTC.
The answer is not one or the other. Nvidia is scaling both simultaneously copper for near-interconnect density, co-packaged…↗
Mar 16
Michael Sikand 🦑 — JENSEN on optical scale up and scale out
"We do NOT have enough capacity"
He specifically took the time to call out the photonics bottleneck.
$LITE $COHR $AAOI https://t.co/yI…↗
Mar 16
KawzInvests 🦑 — “We need a lot more capacity for copper, we need alot more capacity for optics” - Jensen @ GTC 2026
$LITE $COHR $AAOI $CIEN $TSEM https://t.co/DZRyaTL6rL↗
Mar 16
KawzInvests 🦑 — Six companies just standardized the physical layer of AGI infrastructure. That is what happened on March 12th.
$AMD $AVGO $META $MSFT $NVDA and OpenAI formed the Optical Compute I…↗
Mar 16
KawzInvests 🦑 — GTC is live and the photonics basket is responding.
$TSEM leading the board at +11%.
$CIEN +5.1%.
$LITE +4.6%.
$MRVL +4.5%.
$COHR +3%.
The names catching the largest bids are…↗
Mar 15
KawzInvests 🦑 — @DP3188144159988 BofA projects the optical TAM to grow from $14 billion in 2025 to $73 billion by 2030 at a 39% CAGR the returns you see in $LITE, $COHR, and $AAOI are the market b…↗
Mar 15
KawzInvests 🦑 — Photonics has quietly become one of the hottest sectors on FinX right now.
$LITE +800%.
$COHR +262%.
$AAOI +360%.
$GLW +175%.
$CIEN +400%.
This sector pushed me out of my com…↗
Mar 15
Michael Sikand 🦑 — Memory, chips, and power aren't AI's biggest bottlenecks.
It's copper. So Nvidia invested $4B in this instead.
In this video, I break down photonics.
The problem, the solution,…↗
Mar 15
TheValueist — Several considerations inform the structure of my position.
First, avoiding exposure to accelerated theta decay is a priority. Option time decay begins to meaningfully accelerate…↗
Mar 14
Michael Sikand 🦑 — I bought more $AAOI yesterday.
It's the fastest growing company in the photonics supply chain trading at the cheapest valuation relative to that growth.
Ignore the noise. Buy the…↗
Mar 13
KawzInvests 🦑 — $AAOI I have been seeing a lot of bearish takes on this name recently. I am still long.
The stock is down 26% from its all-time high of $127. The bear case has gotten louder. Here…↗
Mar 13
Michael Sikand 🦑 — On Feb 19, I dropped a public fund "Photonics Is Next".
Up 37% in 1 month. Now $600K AUM.
I just think it's sick that some hard working person maybe without a ton to invest...
F…↗
Mar 13
Michael Sikand 🦑 — Jensen Huang has a 76% chance of saying "photonics" during the most scrutinized AI speech of the year.
And you're STILL underexposed to the sector.
$AAOI $CIEN $LITE $TSEM $COHR…↗
KawzInvests 🦑 — $AAOI $LITE $COHR $POET $CIEN
NVIDIA just committed $4 billion to lock up laser supply from $LITE and $COHR.
$AAOI makes the exact same category of component in-house and trades…↗
Mar 13
KawzInvests 🦑 — $LITE $COHR $AAOI $POET $CIEN
Next week we have NVIDIA GTC and OFC happening in the same week.
GTC is where Jensen Huang will talk about Silicon Photonics, Co-Packaged Optics, and…↗
Mar 13
Michael Sikand 🦑 — $AAOI dumped 16% today...
Here's why I doubled down and loaded more.
$500M in new paper was a bit of a slap, up from the $250M ATM we expected...
The good news is that the first…↗
Mar 12
KaizenInvestor — The ATM trend continues: Following $IREN's massive $6B ATM offering filing, $AAOI has followed suit, filing for its own $250M ATM.
Do you know what an ATM actually is, and why it…↗
Mar 12
TheValueist — $AAOI Applied Optoelectronics, Inc. (AAOI) - Company Briefing Pack
https://t.co/4jV3mvvexe
The Core Thesis: AAOI is a vertically integrated optical transceiver maker riding the A…↗
Mar 12
Michael Sikand 🦑 — WSJ: World War 3 has officially begun.
$AAOI shareholders: https://t.co/FZIdqR7aop↗
Mar 11
Michael Sikand 🦑 — These $AAOI price targets are conservative...
https://t.co/PNCBEMkpFb↗
Mar 11
Wolf Capital — I’m sorry you want generational wealth?
Well the simple answer is to own these stocks! 🫵🏼🤣
$ASTS
$KRKNF
$EOPSF
$AAOI
$LQDA
😎😎😎😎🥀↗
Mar 10
KawzInvests 🦑 — Next week I’ll be at $NVIDIA GTC covering the new era of data center networking.
Getting to talk to NVIDIA's networking team directly and learn about the infrastructure behind the…↗
Mar 10
KawzInvests 🦑 — @mkfilko @Alisvolatprop12 Have you researched $AAOI yet?↗
Mar 9
KawzInvests 🦑 — $IONQ peaked at $84 in October 2025 and has since shed nearly 60% from its highs. $AAOI hit a 52-week low of $9 earlier that year and is now at $110.
The market is starting to fig…↗
Mar 9
Michael Sikand 🦑 — @KawzInvests @CulperResearch $AAOI HITS $112 +15% AH
Is it too late for you to buy the stock too?
https://t.co/PNCBEMkpFb↗
Mar 9
Michael Sikand 🦑 — The short sellers are wrong about $AAOI.
I spent this past weekend reading through the @CulperResearch Feb 2025 short report.
The stock has rallied 631% since.
While there were…↗
Mar 9
KawzInvests 🦑 — $AAOI just landed its first volume order for 1.6T transceivers from a major hyperscaler more than $200 million, shipments begin Q3 2026.↗
Mar 9
KawzInvests 🦑 — $AAOI just received its first volume order for 1.6T transceivers from a major hyperscaler.
The order totals more than $200 million. Shipments begin Q3 2026 and wrap in Q4. This cu…↗
Mar 7
KaizenInvestor — You can now listen to my article about the AI supply chain. It’s a cool new feature from X.
Do you want to know why $AXTI, $AAOI, and $LITE are critical bottlenecks?
Why SK Hyni…↗
Mar 6
Michael Sikand 🦑 — @SamNaq91 I've been writing about how $AAOI has the asymmetry not $LITE and $COHR↗
Mar 6
KaizenInvestor — The copper cliff is exactly why $MRVL just dropped $3.8B on Celestial AI and XConn.
While $AVGO clings to copper and $NVDA locks buyers into their proprietary optical ecosystem,…↗
Mar 6
KawzInvests 🦑 — @LawnChairCap I think $AAOI has the highest R/R↗
Mar 6
Michael Sikand 🦑 — We're not bullish enough on $AAOI.
If you're wondering why this stock is mooning during an escalating war...
It's because the demand picture for lasers is really just that nutty…↗
Mar 6
KawzInvests 🦑 — $AAOI up 8% today.
Continuing to build photonics exposure into Nvidia GTC.
Ask the average person on the street what photonics is and they will look at you like you are crazy.
T…↗
Mar 6
Michael Sikand 🦑 — $AAOI gapping up +8%
The most asymmetrical AI stock doesn't care that we're in a war https://t.co/aLejOfGGbS↗
Mar 5
Michael Sikand 🦑 — $AAOI is the most asymmetrical stock in the world.
Before it's 100% post ER rally, I had 2% of my portfolio in $AAOI.
Now $AAOI is around 25% of it so here's why I'm concentratin…↗
Mar 5
KaizenInvestor — @sushiloverhk I'm missing more companies, but including all companies wasn't really the purpose of my research. Just wanted to map the supply chain. I could/should have included $A…↗
Mar 4
KawzInvests 🦑 — @ConstraintEdge Not really. The CFO actually addressed this during ER. CPO increases demand for high-power lasers, which is exactly what $AAOI manufactures in Texas.↗
Mar 4
KawzInvests 🦑 — @crux_capital_ Having a pure US-made supply chain is becoming a necessity for hyperscalers. And the fact that it only costs them 10-15% more to secure that is genuinely great optio…↗
Mar 4
KawzInvests 🦑 — $AAOI is my biggest position. Let me show you exactly why using their own words.
On the Q4 earnings call, CEO Thompson Lin was asked about the $1B+ revenue guide for 2026.
His re…↗
Mar 3
Michael Sikand 🦑 — @joinautopilot My top position $AAOI is up 92% in two days.
But is it too late for you to buy the stock too?
https://t.co/PNCBEMkpFb↗
Mar 3
Michael Sikand 🦑 — 30% in 1 week with 5 stocks.
On 2/19, I launched a public stock portfolio on @joinautopilot called "Photonics Is Next".
The idea? Own the 5 best stocks for AI's next $1T bottlene…↗
Mar 2
TheValueist — The core networking names impacted by today's $NVDA announcement all closed near their day's highs. Very encouraging.
$LITE $COHR $AAOI $AXTI https://t.co/gnwhMB15Fd↗
Mar 2
TheValueist — $NVDA $LITE $COHR $AAOI $AXTI EVENT OVERVIEW
NVIDIA disclosed on March 2, 2026 a $4B aggregate capital commitment to 2 photonics suppliers, with $2B directed to Lumentum Holdings…↗
Mar 2
TheValueist — Whatever you believe, it doesn't matter. $NVDA is telling you the world is moving to optics. Listen.
$LITE $COHR $AAOI $AXTI↗
Mar 2
TheValueist — $LITE $COHR $AAOI $AXTI sorted by pre. https://t.co/TrlfzG6T1o↗
— $AAOI is up 40% today.
I made it the #1 position in my photonics portfolio before their face melting ER.
Here's why.
$AAOI is a vertically integrated photonics company.
They d…
KawzInvests 🦑 — $54 is still very conservative in my view. $AAOI↗
Feb 27
TheValueist — $AAOI EXECUTIVE CALL SUMMARY: Applied Optoelectronics Inc (02/26/26)
Applied Optoelectronics delivered record Q4 2025 results with revenue and gross margin above the high end of g…↗
Feb 26
KawzInvests 🦑 — @crux_capital_ Been adding to $AAOI more than anything else in the portfolio lately, and today's call is exactly why. https://t.co/Ua1fxqBuxW↗
Feb 26
KawzInvests 🦑 — Sat through the whole call. Here are my notes:
The $1B 2026 guide is a supply ceiling, not a demand ceiling. Management said actual demand is much larger.
Firmware completes mid-…↗
Feb 26
Michael Sikand 🦑 — $AAOI Up 13% AH
It is the largest position in my photonics fund.
- Q4 revenue: $134.3M (+34% YoY)
- Gross margin: 31.2% vs 28.7% last year
- $455.7M. That's double 2024's $24…↗
Feb 26
KawzInvests 🦑 — $AAOI just put up its strongest year ever. Up 13% AH
- Q4 revenue: $134.3M (+34% YoY)
- Gross margin: 31.2% vs 28.7% last year
- Non-GAAP loss: -$0.01/share. Essentially breakev…↗
Feb 26
TheValueist — $AAOI (Bloomberg) -- Applied Opto reported revenue for the fourth quarter that beat the average analyst estimate.
FOURTH QUARTER RESULTS
Revenue $134.3 million, +34% y/y, estimate…↗
Feb 19
Michael Sikand 🦑 — The next $1T AI bottleneck isn't power, compute, or memory.
It's connectivity.
And the only solution is light.
So I launched @joinautopilot's first ever photonics themed stock…↗
KawzInvests 🦑 — Two ways to play the AI infrastructure buildout that nobody is talking about.
$PLAB makes the photomasks. Every chip ever made needs one. They are #1 globally with 30% market shar…↗
Feb 2
KawzInvests 🦑 — CPO is the thesis behind the photonics sector catching a bid. Co-packaged optics is the next evolution of AI infrastructure and the supply chain runs through
- $AAOI
- $LITE
-…↗
Feb 2
KawzInvests 🦑 — My watchlist. Photonics caught a bid across the board today.
$AXTI +16% $OPTX +14% $LITE +11% $AAOI +10% $COHR +7% $PLAB +4%
This sector is just getting started.↗
Feb 2
KawzInvests 🦑 — @crux_capital_ This is literally my watchlist. Photonics sector is waking up across the board. $AAOI $PLAB $LITE $COHR $OPTX $POET all moving together. Earnings season is going to…↗
Feb 2
KawzInvests 🦑 — GPUs do the thinking. Optical transceivers move the data between them. Without both, AI does not work. Everyone owns $NVDA. Almost nobody owns the company wiring it all together $A…↗