Applied Optoelectronics. Every tracked FinTwit mention of $AAOI, newest first. 1000 mentions since the first on Dec 14, 2025. See the price chart.
July 2026 · 151 mentions
Jul 18
Midas — Top photonics stocks I found using @asymmetrix_xyz, which finds 10x stocks early:
$AAOI
$SIVE
$AXTI
$LPTH↗
Jul 18
Serenity — If $AAOI are projecting $1.4B a quarter q3 2027 ($471m/month), which is $5.6B revenue annualized, (targeting 40%+ gaap gross margins).
And they’re a $8B MC…
Or if personal $SIVE…↗
Jul 17
Serenity — @waynexonline $AAOI themselves gave a $471m / month estimate starting H2 2027.
If 800g gets revised up sharply across the board, that number might get hiked.↗
Jul 17
Serenity — Thanks, love reading the comments!
Goldman Sachs raised Innolight PT to 2581 RMB. Roughly 163.6% upside from current valuations.
But the largest thing is its 2026–2028 earnings e…↗
Jul 17
Alex A.C. — If this doesn't look GIGA BULLISH for AI demand for the very long-term to you, I don't know what 😱🔥🔥
"GPU demand does not disappear once pre-training is complete. AI agents MU…↗
Jul 17
Serenity — Agreed! It’s nice to remember your thesis during a market crash.
From my own personal thesis, if $AAOI hits $1.4B quarterly revenue start of Q3 2027. Which is annualized $5.6B off…↗
Jul 17
CK Capital — $AAOI reclaims $100. https://t.co/UJ4RPhjoi6↗
Jul 17
InvestmentGuru — Long-term buying opportunities across the current setup-
$RKLB is becoming the second full-stack launch and space systems player behind SpaceX, with Neutron set to open up the m…↗
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped.
Average drawdown: -42% from peaks so far:
🔴 NuScale $SMR -85%
🔴 Oklo $OKLO -76%
🔴 Redwire $RDW -69%
🔴 Navitas $NVTS -63%
🔴 Oracle $ORCL -62%
�…↗
Jul 16
Gaetano — I believe that there is more interest in Photonics again
$LITE $COHR $SIVE $AAOI $NOK etc.
So my goal leading into earnings is to give a quick pulse check on where my favorite com…↗
Michael Sikand 🦑 — Dropped $100K into the market here into a fresh "I bought the dip" account.
Risk reward looks fantastic to just go long a big list of my favorite stocks, some down 30-50%. I see…↗
Jul 16
Alex A.C. — Be less Panican 🐔🐔🐤 Be more like Warren Buffett 👴😌
If you are not buying Memory/Storage/Photonics/Neoclouds.... what are you doing with your -investing- life??
The 2-week Ma…↗
Jul 16
Shay Boloor — THE FUTURE IS ON SALE RIGHT NOW
Drawdown from highs:
• $OKLO −76%
• $NVTS −63%
• $CRWV −60%
• $ASTS −58%
• $IONQ −57%
• $PL −57%
• $AAOI −56%
• $RKLB −55%
• $IREN −54%
• $ONDS −53…↗
Jul 16
Serenity — @blkslymn I’m not sure if you’re aware but the entire AI sector is dropping indiscriminately right now.
A $1T company like Samsung is down -26% this month. $MRVL is down -31%.
So…↗
Jul 16
PhotonBull — $AAOI holding $100 for now
Good sign IMO↗
Jul 16
Serenity — @JClaydog I personally think valuations are extremely stupid now on $AAOI and $SIVE.
With AAOI you're doing $5.62B annualized revenue (probably higher), by midpoint next year. And…↗
Jul 16
InvestmentGuru — Long term nothing changed.
$MU
$RKLB
$AMD
$ASTS
$OKLO
$CRDO
$MRVL
$NBIS
$AAOI
$OUST↗
Jul 16
BULL OF BRITAIN — $SPY is holding between 750-760 yet your stocks are going down heavily.
No new money is coming into the market.
But companies like $AAOI, $SMTC, $CRDO , $MRVL are hitting ATH tu…↗
Jul 16
Midas — Top photonics stocks I found using @asymmetrix_xyz:
$AAOI
$CRDO
$SIVE
$AXTI
$LPTH
Follow me for more.↗
Jul 15
Michael Sikand 🦑 — One of the most underrated follows on FinX is @FrostByte123456.
He ran a $2B long short hedge fund.
Now just predicted the exact date $CLSK would announce a hyperscaler deal.…↗
Jul 15
BULL OF BRITAIN — @bubbleboi > Post about your behaviour
> Make it about $AAOI 2 months later.
Insider info to be this confident or personal attack? What way anon?
Unrelated but for anyone wonderi…↗
Alex A.C. — Me buying more Photonics $AAOI and more Neoclouds $NBIS in the middle of this giga nonsense crash of Semis stocks
I don't buy more Memory / Storage bc I'm several Xs up already 😉…↗
Jul 15
Serenity — @meikozz_2026 I don't see any fundamentally wrong. There's probably going to be large corrections from time to time flush out margin/leverage before things move higher.
And this…↗
Jul 15
Alex A.C. — "AEHR’s bookings, customer transitions into volume production, and capacity expansion plans serve as POWERFUL LEADING INDICATORS 🔥 of where optical production is heading before th…↗
Jul 15
PhotonBull — Wow $AAOI is getting cooked even with $AEHR having good earnings and a large upside move
$NBIS kind of showing strength all things considered
Probably due to being down on fud ye…↗
Jul 14
PhotonBull — Just so I can keep track of this:
You can currently buy $AAOI shares for $126
After $AEHR earnings. I am expecting a good day tomorrow in sympathy and maybe a run up into their…↗
Jul 14
PhotonBull — Would expect $AEHR earnings momentum (+25%) to be a nice boost for the entire sector
Volatile stocks such as $AAOI or similar businesses in testing such as $VIAV come to mind for…↗
Jul 14
InvestmentGuru — $AAOI To Boost Optical Transceivers Production For Data Centers – Retail Sees Firm Deeply Positioning Itself In AI Infrastructure Supply Chain https://t.co/GRW6SnS6lS↗
CK Capital — With the $AAOI expansion announced today, here’s what it actually means for the company.
Their bottleneck was never demand. It was capacity. $AAOI has order visibility stretching…↗
Serenity — Two different capacity expansion announcements today across $TSEM and $AAOI.
Tower Semi, supported by the Japanese government, announced expansion of its 300mm Silicon Photonics (…↗
Jul 14
Alex A.C. — Great insights about AI Photonics:
- 800G Transceivers "to the moon" (in line with recent info from Innolight -see my related post-) Let's go $AAOI 🌛 (that execution though.... �…↗
Jul 14
KawzInvests 🦑 — $AAOI just broke ground on nearly 400,000 sq ft of new manufacturing in Pearland, Texas.
All of it dedicated to 800G and 1.6T optical transceivers. https://t.co/yRbJMdeuxU↗
Jul 14
Shay Boloor — $AAOI has begun a nearly 400,000-square-foot manufacturing expansion in Texas to scale production of 800G and 1.6T optical transceivers.
The added capacity will support rising AI…↗
Jul 14
CK Capital — Finally some good news for $AAOI
The just broke ground on a nearly 400,000 sq ft manufacturing expansion in Pearland, Texas to scale 800G and 1.6T transceiver production for AI an…↗
Jul 14
Gaetano — The Prevailing Narratives In Photonics Right Now...
$LITE $COHR $SIVE $AAOI $AXTI etc.
> Scale Up CPO is further away than some people thought
> Copper is lasting longer and pushi…↗
Jul 13
Alex A.C. — AI Photonics bullish news from Innolight:
"Overall, 1.6T market demand has not contracted; instead, 800G demand has increased significantly compared with previous expectations" 👀…↗
Jul 13
Serenity — TLDR of Innolight investor relations takeaways:
1. "Overall, 1.6T market demand has not contracted; instead, 800G demand has increased significantly compared with previous expecta…↗
Jul 13
Michael | Hypermarkets — The entire AI trade is ON SALE.
24 stocks, avg –33% off their highs:
🔴 Oracle $ORCL –59.3%
🔴 IonQ $IONQ –49.4%
🔴 ServiceNow $NOW –49.2%
🔴 Applied Optoelectronics $AAOI –48.6%…↗
Jul 13
Alex A.C. — Me today buying more Semis stocks after a 2-weeks crash and the implosion of the Korean Market
$MU $SKHY $SNDK $NBIS $AAOI https://t.co/HCfdOjMaGm↗
Jul 13
Serenity — @IrisWan39849142 $AAOI mainly gets revenue from pluggable, they’re developing/sampling related lasers but have no CPO design wins.
Others like $MTSI look like they fell off the ma…↗
Jul 13
Gaetano — Positive signs on the Substrate layer
$AXTI $COHR $LITE $AAOI etc.
We like to see more substrates being manufactured
Helps minimize one of the gating factors for downstream produ…↗
Jul 13
Midas — Top photonics stocks I found using @asymmetrix_xyz:
$AAOI
$SIVE
$AXTI
$LPTH
Follow me for more.↗
Jul 13
Black Panther Capital — Just landed in Spain. 3 hour flight.
30 degrees. Sun out. Grabbed a beer to go on my way out of the airport.
Ran into two guys. Dads. Both investors.
Neither had heard of $ASTS…↗
Jul 13
InvestmentGuru — $MU $AMD $CRDO $MRVL $AAOI $AXTI $COHR $INTC $SNDK $NBIS
AI infrastructure stocks are under pressure in the premarket as the sector goes through a broad rotation and consolidatio…↗
Jul 13
Gaetano — As we go into Photonics earning season...
$AEHR $NOK $AXT $AAOI $GLW
We are going to have lots of great opportunities
Especially if we go into them 30-40% off highs
What names…↗
Jul 11
Black Panther Capital — I sit in a cubicle five days a week. Same chair. Same hum of fluorescent lights. Same wheel.
I feel like a mouse in a box, running because the wheel is there, not because it goes…↗
Jul 11
PhotonBull — Yeah most people just like to buy when it goes up and sell when it goes down
Here is the script:
Earnings will be great. Stock will be up. Everyone on X will buy back.
$AAOI↗
Jul 11
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +707%
2. $PENG +301%
3. $AEHR +260%
4. $AXTI +250%
5. $DELL +245%
6. $AAOI +244%
7. $MU +243%
8. $WDC +238%
9. $INTC +198%
10. $ARM…↗
PhotonBull — This would be so funny
Would also be a HUGE catalyst for the AI trade as it would be the final signal that capex is not being cut, that AI spend continues and that $META is in the…↗
Jul 10
PhotonBull — The road to riches is sometimes as simple as finding the stocks X sees as finished stories, 'lost the trend/moving averages' or falling knives
So ask yourself: what does the avera…↗
Jul 10
PhotonBull — Paperhand shorts means that the short covering could be aggressive if/when it happens
Regardless, don't think it's smart relying on short covering but the photonics sector without…↗
Jul 10
PhotonBull — $AAOI has probably bottomed, or is close to doing so
@WheelieInvestor is about to have a generational comeback with this stock↗
Jul 10
Gaetano — Another positive note for $AAOI
Let's unpack this a bit.
This is what management gave insight to on their latest earnings call:
> Q2: $180 million to $198 million
> Q3: A sequ…↗
Jul 10
Serenity — Regarding $AMZN RNG + OpenAI’s MRC and VCSELs.
In what appears to be an indirect response on B. Riley's $AAOI sell report regarding optimizations that "flattens networks and cuts…↗
Jul 10
Gaetano — Whether you think it's a risk for Photonics or not...
$SIVE $AAOI $LITE $COHR
It's worth understanding how some funds/investors are positioning accordingly
Then you can either b…↗
Jul 10
Serenity — Rosenblatt on recent optical sector weakness from $AAOI to $LITE:
"Stocks in the Optical sector have traded poorly for the last 1-2 months" due to CPO delay reports and China capa…↗
Jul 10
Michael Sikand 🦑 — Rosenblatt: Photonics short sellers have zero conviction and are preying on fear.
They point out that short sellers have no real conviction in the short thesis and actually intend…↗
Jul 10
PhotonBull — Still not too late to buy AI stocks IMO
$MU $DRAM $AAOI↗
Jul 10
Jason Luongo — 3. $AAOI - Applied Optoelectronics
Makes the 800G and 1.6T optical transceivers that connect AI data centers. Datacenter revenue up 154%. $324M+ order backlog. Ramping to 500,000…↗
Jul 10
Serenity — @UNICONTSLA On the $AAOI chart, we're able to see the "Sleeping King" indicator.
You can see the crown form from the chopping patterns.
But once the king wakes up from their na…↗
Jul 10
Serenity — Yep, it’s interesting to witness retail capitulation.
After we got Bloomberg Meta compute article cleared up by their internal memo.
And the 2 reports on delays were denied by N…↗
Jul 9
Gaetano — There is one looming bear case for Photonics
$LITE $COHR $AAOI $SIVE
That this is cyclical and will end up in oversupply.
With lots of the focus on lasers/transceivers.
My goal…↗
Black Panther Capital — @YoYInvestor If I’m not wrong it should be something like:
2027:
$ASTS: 29B USD today → 79.5B USD
$PL: 10B USD today → 27.4B USD
$ONDS: 4B USD today → 11B USD
$AAOI: 9B USD today…↗
Jul 9
Black Panther Capital — Here’s the price targets I’m targeting for my own portfolio in 2027 and 2030:
2027:
$ASTS 73.27 USD → 200.95 USD $ONDS: 7.72 USD → 21.17 USD $AAOI 124.57 USD → 341.65 USD $PNG.…↗
Jul 9
PhotonBull — @BigBernard1990 It's not one of my favorites, I think there is less of a floor in terms of financial performance like there is with $LITE and $AAOI↗
Jul 9
Black Panther Capital — Day 189/365 of The 365-Day Pact
189 days down, zero missed. Showed up every day, good or bad, no matter what was going on in my life.
Long-term portfolio: +49% YTD.
Short-term po…↗
Jul 9
PhotonBull — Data centers are hitting the physical limits of copper. Goldman sees AI optical component spend growing from $15B in 2026 to $154B by 2028, and NVIDIA just committed $2B each to Co…↗
Jul 9
Gaetano — Again, this was a very positive update
$AAOI $LITE $COHR $GLW $CIEN $NOK etc.↗
InvestmentGuru — buying opportunity in market
Photonics $AAOI $AXTI $COHR $GLW $NOK
Space $RKLB $ASTS $SPCX $RDW $SATL
NeoCloud $NBIS $CRWV $CIFR $APLD $IREN $HIVE $BTDR
Energy $OKLO $SMR $EOSE…↗
Jul 9
Midas — Top photonics stocks I found using @asymmetrix_xyz:
$AAOI
$SIVE
$AXTI
$LPTH
$POET
If this helped you out, follow me for more.↗
Jul 9
Gaetano — This is a really big deal, and it needs to be understood.
$AAOI $SIVE $AXTi $LITE $GLW $NOK etc.
Much of the run up in the Photonics basket was due to the fact they many of these…↗
Jul 8
Alex A.C. — I want $AAOI to recover more than for my money, to mock Citrini 😠↗
Jul 8
Gaetano — So when B.Riley said that they see potential demand destruction for $AAOI ...
But GS is forecasting optical devices to stay very tight through 2027
We've got some conflicting ide…↗
Jul 8
Michael Sikand 🦑 — $AAOI is down over 40% in a month.
On no information that suggests the company's ramp to $400M+ in monthly revenue isn't on track for 2027.
The market might point to dilution, in…↗
Jul 8
mon — $AAOI has taken a massive hit.
The share price dropped from $223 to $113. That is a 49% drop from its recent high.
I thought I sold too early at $167, but this is a good reminder…↗
Jul 8
Gaetano — If you care about Photonics, read this
$AXTI $SIVE $LITE $COHR $GLW $AAOI etc.
There are lots of important updates here
The one I want to talk about in this post is InP substrate…↗
Jul 8
Trade Whisperer — $AAOI PINK-RED Candles: -52% drawdown from top.
It either bounces here at 0.236 Fib Retracement or continues the drawdown to bottom BB. Your only regret? Not having a system this…↗
Jul 8
Black Panther Capital — YTD: 35% now.
2 months gains erased in 1 month.
Thanks Trump. What a relaxing summer.
-BP
$AAOI $IREN $NBIS $OUST https://t.co/th3Gscp8R0↗
Jul 7
Gaetano — Alrighty, finalized all my thoughts on $AAOI
and the B. Riley piece
I had to spend a good amount of time getting familiar will all the technical aspects about RNG and MRC in rela…↗
Jul 7
Black Panther Capital — People ask how I sleep at night running a portfolio this volatile. Here’s the actual answer:
My portfolio is $IREN, $NBIS, $AAOI, $OUST, $ONDS, $ASTS, $RKLB, and a few others. Equ…↗
PhotonBull — Selling puts on some high beta stocks seems attractive here as well IMO
Not doing anything yet, but thinking about $ONDS $AAOI $NBIS $ASTS and $DRAM for now↗
Jul 7
Alex A.C. — I'm seeing HUGE amount of Panican Nonsense -PN- out there lately due to the recent underperformance of the HIGH QUALITY AI names, say, $SNDK , $MU , $LITE , $AMZN and other ones ve…↗
Jul 7
InvestmentGuru — Silicon-to-Substation: 5 Themes Built for the Long Run
Photonics / Optical Interconnects The bottleneck is shifting from compute to data movement. Co-packaged optics fixes that. $…↗
Jul 7
Black Panther Capital — Here’s my h2 predictions:
> massive earnings coming in. $MU already delivered. $GOOG $META $ANZN to come.
> market will go down as always a couple of days to digest the news.
>…↗
Jul 7
Gaetano — $AAOI There are legitimate risks with this company
Mostly around execution that we know about and that we need to see how it plays out the next few quarters
But man, this report…↗
Jul 7
InvestmentGuru — THE FREE COMPUTE LAND GRAB
The AI war is no longer just about building the best models.
It’s about owning the customer.
Hyperscalers ($GOOG $MSFT $AMZN $META) are giving away or…↗
Jul 7
Alex A.C. — Investing firm Nomura 🇯🇵 estimates for Data Centers and Memory, from some days ago
I'm still shocked they forecast an AI Data Center (AI only!! excluding the "traditional" ones)…↗
Jul 6
Michael Sikand 🦑 — Be careful on $AAOI.
There's a crazy amount of resentment from institutions such as B. Riley who MISSED the stock and were bearish as low as $15.
Now making a massive intellectua…↗
Jul 6
Gaetano — This week I am putting myself in the bears shoes...
I am bullish because I get as familiar as possible with the legitimate bull cases and work through them
And acknowledge when t…↗
Jul 6
Michael Sikand 🦑 — $20M trade update.
I just updated my "Photonics Is Next" AI infra portfolio on @joinautopilot followed by 3300+ U.S. retail investors and $21.9M in connected assets as of 7/6.
Th…↗
Jul 6
BULL OF BRITAIN — Non-CPO names printing hard rn. I mentioned a few names quite alot
$CRDO +14%
$SMTC +7%
$AAOI +6%
Even if the SemiAnalysis news is wrong. These will still be relevent, and if…↗
Jul 6
Serenity — @blkslymn I have large concentration in $SIVE to $AAOI as well. Feels bad to suffer drawdowns from institutional photonics delay bear posts.
Just for the same firm to include it…↗
Jul 6
InvestmentGuru — AI infrastructure stocks are bouncing and holding so far
$MU
$AMD
$INTC
$CRDO
$MRVL
$AAOI
$AVGO↗
Jul 6
PhotonBull — Nice, $AAOI didn't get dragged down and $CRDO is flying
As they should↗
Jul 6
InvestmentGuru — @SixSigmaCapital $AAOI one of the good buying opportunity IMO↗
Jul 6
Shay Boloor — B. Riley says Amazon’s RNG and OpenAI’s MRC protocols create a “major structural risk” for optical infrastructure and photonics stocks by flattening AI data center networks.
The c…↗
Serenity — I personally think $SIVE can be the next $LITE.
In the past few months alone, we've seen:
1. Partnerships with O-Net pushing ELS into mass production
2. $JBL 1.6T LRO mass produ…↗
Jul 6
PhotonBull — $AAOI should be up on this but might be dragged down by the sector
Copper plays like $CRDO should do well on this news↗
CK Capital — Kyber delayed 12+ months and CPO sliding toward the Feynman era, per SemiAnalysis. The copper and pluggable era just got extended by a year or more if true.
$AAOI wins cleanest.…↗
Jul 5
CK Capital — @babyfolio Will be interesting how $AAOI moves, I think this is somewhat bullish for them, bit sector might take it down.↗
Jul 5
Black Panther Capital — Everyone wanted:
$NBIS at $260 and is hesitating at $215.
$AAOI at $220 and is hesitating at $130.
$RKLB at $150 and is hesitating at $100.
$ASTS at $130 and is hesitating at $85.…↗
Jul 5
Black Panther Capital — i have 3 different degrees within psychology and this is the most important lesson to beat market in my opinion:
the thing nobody tells you about watching a position fall 15% is h…↗
Jul 5
Michael | Hypermarkets — 24 stocks ON SALE right now and will break all time highs by Jan 1.
🔴 Micron $MU -22.3%
🔴 SanDisk $SNDK -25.9%
🔴 Western Digital $WDC -32.6%
🔴 Arm Holdings $ARM -30.4%
🔴 Inte…↗
Jul 5
Gaetano — It's clear that people are getting interested...
So in this article I talk about some of my own recent buys. I took a handfull of positions on Thursday.
I also discuss a wide ran…↗
BULL OF BRITAIN — Remember guys you can literally sub to the guy with this track record!
$AXTI@$13
$SNDK@$200
$PLTR@$24
$VNP.TO@$18 (First person on X to post it)
$AAOI@$60
$MIRAE@$18,000KRW (fi…↗
Jul 4
Black Panther Capital — JUNE 2026 PORTFOLIO UPDATE:
Numbers first. Then the breakdown.
MONTHLY PERFORMANCE
> Long-Term Port: -21.33%
> Short-Term Port: -10.78%
YTD PERFORMANCE
> Long-Term Port: +50.07%…↗
Jul 4
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +635%
2. $AAOI +247%
3. $AEHR +247%
4. $AXTI +246%
5. $MU +242%
6. $INTC +226%
7. $PENG +214%
8. $DELL +213%
9. $WDC +213%
10. $TWS…↗
CK Capital — The market is near all time highs.
But look at some of your favorite stocks.
$NVDA. ATH $236. Now $194. Down 18%.
$META. ATH $795. Now $584. Down 27%.
$TSLA. ATH $498. Now $39…↗
Jul 3
mon — One thing I've been thinking about during this AI selloff is how quickly sentiment can change while the underlying businesses barely change at all.
Over the past week, we've seen…↗
Jul 3
PhotonBull — $AAOI trading around $127 in Europe today
Note that it is low volume though https://t.co/Jqg4Dz03jg↗
Jul 3
InvestmentGuru — AI Infrastructure Stack: 10 Names on My Radar for Long-Term Accumulation
$NBIS — Full-stack AI cloud infrastructure (GPU clusters, compute). Locked in a $27B Meta deal and $2B Nv…↗
Jul 3
Serenity — @ontrialperiod when global and US markets crash off misinformation and out of context quotes from $META. I probably want to clear that up?
That thing said, $AAOI, $SIVE, and $CCXI…↗
Jul 3
Gaetano — I am quite bullish $CIEN at these levels.
When I stress test the optical investment universe trying to find durable companies, Ciena is consistently a top 3 for me.
I have posted…↗
Jul 2
PhotonBull — This has to be the top for this crypto rotation
Time for the money to flow back to AI names like $DRAM $AAOI $NBIS↗
Jul 2
Black Panther Capital — I’ll go to bed. Sleep like a baby.
I can add, every month. Next 12 months.
Without thinking. Hesitating.
Just let it play out.
Sleep well.
-BP
Not financial advice.
$IREN $N…↗
Jul 2
PhotonBull — I do think the bottom is in for $ONDS here at $7.37 tbh
But some stocks like $AAOI are also too cheap to ignore here
Similar to the selloffs in $NBIS and $DRAM↗
Jul 2
Serenity — Always a fun time seeing semi markets crash from Bloomberg report framing once again…
UBS analyst on $META report: “this is not new news”.
Regardless:
$AEHR down -18.3%
$AAOI do…↗
Jul 2
Gaetano — Some thoughts on Photonics...
$SIVE $CIEN $AAOI $COHR $LITE etc.
Whether the risk is laser oversupply
Or VSCELs used for scale up over SiPh
The first train of thought usually goe…↗
Jul 2
Michael Sikand 🦑 — Let's talk about photonics.
My photonics portfolio is up roughly 100% in 6 months but down around 10% in the last month, and will be down more after today's price action is baked…↗
Jul 2
Black Panther Capital — It’s not a crash. It’s a rotation!
I get a lot of DMs with questions about today’s sell off.
Zoom out for a second, because it looks scarier in your feed than it does on the scre…↗
Alex A.C. — "microLEDs (today) are only capable of 2-4 Gbps per lane in pre-production (while on paper they are capable of 11 Gbps per lane...)"
As of today, InP Lasers, even taking into acc…↗
Jul 2
Midas — Semiconductor stocks are getting DESTROYED today:
$SNDK -13%
$AAOI -17%
$MU -6%
Few understand why is this happening.↗
Jul 2
Serenity — @ram_blings NP, I'm not sure if people remember this but $SIVE went up +70% in a day off $GFS news. And $AAOI has random +20-30% days.
They're also capable of doing the opposite.…↗
Jul 2
Shay Boloor — Semiconductors are extending their pullback for a second straight day:
• $AAOI -17%
• $SNDK -14%
• $KLAC -13%
• $AMKR -12%
• $MRVL -10%
• $COHR -10%
• $LITE -9%
• $CRDO -8%
• $AR…↗
Jul 2
Serenity — Photonics is backed by actual revenue numbers and it's an architectural shift championed by $NVDA.
Quantum barely has any revenue.
$LITE is completely sold out for the next 2 yea…↗
Jul 2
The Assembly — Semis are getting absolutely smoked today.
$SOXX -6%
$SNDK -13%
$AAOI -16.7%
$MU -5.9%
You know why this is happening, right? https://t.co/MEm9clNYDQ↗
Jul 2
Chris Ray — $AAOI down nearly 43% in a month… woof
What’s going on here? Anyone buying? https://t.co/6S89WFrPM9↗
Jul 2
InvestmentGuru — 10 Semiconductor & AI Infrastructure Stocks to Watch
$MU
$AMD
$INTC
$NBIS
$MRVL
$CRDO
$AVGO
$QCOM
$ARM
$AAOI
This group has seen increased selling pressure and profit-taking, bu…↗
Jul 2
Serenity — @DogUrineCapital This is pretty disgusting to see $MRVL down -11%, $AMAT down -11% to $NBIS down -18%
On the bright side a lot of the higher beta/smaller names like $AAOI frontran…↗
Jul 1
PhotonBull — Great point here
Invest for the long term and make use of the short term dislocations
Dips on $AAOI $NBIS $DRAM seem attractive to me here↗
Jul 1
Serenity — @blkslymn Where did I ever say that? Majority of my portfolio is concentrated in photonics with names like $SIVE and $AAOI.
However, I’m allowed to talk about other exciting devel…↗
Jul 1
Black Panther Capital — Second half of the year starts with the market handing out a discount on names that didn’t change overnight.
$NBIS $AAOI $IREN 🫦
-BP
Not financial advice. https://t.co/hOI5hNG0…↗
Jul 1
PhotonBull — @retard3dinvst0r you are the goat of $AAOI lets ride↗
Jul 1
PhotonBull — Why I would buy $AAOI over $NBIS here is purely sentiment (though I think both are a really good dip buy here!)
I think this $META news is interpreted wrong by the market. I don't…↗
Jul 1
PhotonBull — Dips are for buying here still IMO
$AAOI probably my favourite here around low 140s since it got sold off a lot with photonics sector lately↗
June 2026 · 417 mentions
Jun 30
Gaetano — Have you ever seen Gaetano and Rosenblatt in the same room?
$AAOI $AMBA↗
Jun 30
PhotonBull — Every single time this stock makes you think a bounce is coming, it hits you with another -10%
But I think the patient investors will be rewarded when the pump finally continues…↗
BULL OF BRITAIN — It's got to be the worlds shittest stock right? 😂😂😂
$AAOI
Everyone of us holding this deserves a knighthood. https://t.co/pqAGR5UDuO↗
May 2026 · 295 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…↗
InvestmentGuru — 10 Names Where Capital Is Flowing
Physical AI Core $PLTR remains the dominant capital magnet in the AI platform space, still showing leadership characteristics. $BB has emerged as…↗
Jun 30
Gaetano — Last week I updated my mock Optics ETF
$AAOI $SIVE $GLW $CIEN $NOK $COHR
I use this, along with 12/24 month financial modeling
To support the research behind the companies I disc…↗
Jun 30
Michael | Hypermarkets — $AEHR — Reports Jul 21 ✅
Revenue: $10.3M vs Est. $10.8M ❌ | EPS: -$0.05 vs Est. -$0.07 ✅
Q4 FY2026 Guidance: Revenue $25M–$30M | Return to profitability expected
🔴 Beat estimat…↗
Jun 29
Serenity — @gurukid5995 Markets tend to rotate from bottleneck to bottleneck.
Memory from $SNDK to $MU was the market's main focus this month, while optical names like $AAOI corrected.
I th…↗
Jason Luongo — Pullbacks are where long-term portfolios are built.
While everyone panics, I'm looking to add to these 8 stocks:
1. $IREN - IREN
2. $TE - T1 Energy
3. $ONDS - Ondas Holdings
4. $…↗
Jun 29
PhotonBull — Hope everyone is having fun right now
Enjoy the gains✅
$QQQ $AAOI $NBIS $ASTS https://t.co/KO8g1qGgQD↗
Jun 29
BULL OF BRITAIN — The second I posted this, they all reversed.
I'm on to you fuckers.
$SMTC $AAOI $CRDO https://t.co/vZ4vdttRfP↗
Jun 29
InvestmentGuru — $518 BILLION Memory Arms Race Just Dropped
South Korea just announced the biggest semiconductor investment in history.
Samsung + SK Hynix → each building 2 new DRAM fabs
81T won…↗
Jun 29
Black Panther Capital — Great post from @BULLOFBRITAIN here.
If the Bloomberg read is right and AI sales start validating the spend, the next leg isn’t just Mag-7 multiples re-rating. It’s the supply cha…↗
Jun 29
PhotonBull — I thought the $AAOI x $AMD partnership rumors were just rumors with no backing, but apparently there is an article from last week where it is suggested:
"According to industry sou…↗
Jun 29
TheValueist — $GLW $LITE $COHR $AAOI This is the more verbatim Chinese-to-English version, not the cleaned explainer. I preserved the spoken order and filler much more closely, with only obvious…↗
Jun 29
TheValueist — $GLW $LITE $COHR $AAOI My Analyst Agent rebuilt this video in English. Some great insights in here.
Note: this is a cleaned/technical English translation, not lip-sync and not a c…↗
Jun 29
Dustin — Top 5 generational wealth stocks that Serenity (the trader that's better than Leopold Aschenbrenner) holds in his portfolio:
- $SIVE
- $AXTI
- $AAOI
- $LITE
- $OUST
He called num…↗
Jun 29
Serenity — Just some notes on $POET AGM and read through on optical markets:
- "The top three laser suppliers control 68% of the market, and they’re completely sold out for the next two year…↗
Jun 29
InvestmentGuru — AI semis trading at a discount — the PEG ratio doesn’t lie
While everyone chases momentum, the growth-adjusted value is sitting right here:
$AMD ~0.8x
$CRDO ~0.7x
$NVDA ~0.7x
$M…↗
Jun 28
Frenchie — Petit usecase du Radar de X premium
Récemment deux narratifs retails-driven ont le vent en poupe
1. La photonique et de manière générale l’optique avec $AAOI , $AXTI , $SIVE, $S…↗
Jun 28
Alex A.C. — Our fren @FundaAI posted in May about the 2.4T (300G lanes) adoption timelines. I found it very important, and I took good note.
Now professor Damnang is hearing the same in the s…↗
Jun 28
Alex A.C. — @damnang2 Enough to need good Lasers (ie., only the Tier 1 manufacturers will succeed here $LITE $COHR $AAOI ), but not enough to fully accelerate CPO adoption ??
https://t.co/QBz…↗
Jun 28
Alex A.C. — @RJCcapital he could have mentioned $AAOI 😒
😅↗
Jun 28
Alex A.C. — @TheBigBerbowski I'd buy more $AAOI and a bit of $TRT↗
Jun 28
Alex A.C. — @RJCcapital you can buy a Tier-sh^t "laser" company at x100000 P/E, or buy $AAOI at x2 on next year (IF they execute)
If anyone can differentiate the two things.... well, they sho…↗
Jun 28
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:
• $ALAB ~3.6x
• $INTC ~2.7x
• $LRCX…↗
Jun 28
InvestmentGuru — The market just handed us a masterclass in thesis validation.
The top performers of 2026 aren’t random. They’re a roadmap.
Memory $SNDK. $MU. $WDC. Three names. One theme. The wor…↗
Jun 27
Alex A.C. — Market for Transceivers from $18B to 101B in 5 years, and you are bearish $AAOI anon?? 😉↗
Jun 27
Shay Boloor — THE 5 BIGGEST BOTTLENECKS POWERING THE AI ECONOMY
The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spe…↗
Jun 27
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +781%
2. $AEHR +355%
3. $AXTI +329%
4. $MU +297%
5. $AAOI +289%
6. $INTC +248%
7. $WDC +240%
8. $PENG +218%
9. $TWST +215%
10. $MRV…↗
Jun 27
PhotonBull — $AAOI has now given back almost the entire post war rally
It even briefly dipped towards the March highs yesterday
I suspect that the bounce back will be sharper than many expect…↗
Jun 27
InvestmentGuru — The FTC approval of $SPCX’s acquisition of Mesh Optical is more than just another M&A headline—it’s a strong signal that AI infrastructure is entering its next phase. As AI cluster…↗
Midas — Serenity (aleabitoreddit) is an INSANELY better trader than Leopold Aschenbrenner.
He called numerous +1000% stocks early:
- $SIVE
- $AXTI
- $AAOI
- $LITE
- $OUST
He's now in…↗
Jun 26
PhotonBull — Enjoy the well deserved weekend guys
Rough week but I think the worst is behind us for now.
Curious what everyone's dip buying strategies are here?
Personally I like to go for t…↗
Jun 26
BULL OF BRITAIN — https://t.co/BzMQfObTU0
Finally got subscriptions approved.
Tldr - I’ll use it as a real time notebook.
The research, the macro analysis, and the high conviction theses I'm ac…↗
Jun 26
Black Panther Capital — Something is not adding up here? 🤫
Don’t own US Stocks… Okay….
I’ll sell my $IREN $NBIS $AAOI $RKLB $GOOG $MU $META $AMZN $SNDK if you say so….
…But let me first check your por…↗
Jun 26
Black Panther Capital — The PMI Index just printed 54 points 🤯
The highest reading since May 2022.
That’s bullish as hell!
Quick version of what this actually is:
Every month, purchasing managers acr…↗
Jun 26
PhotonBull — I did warn you that the bottom was in overnight
> $ASTS now up 11% from red
> $AAOI green from down 5%
> $QQQ almost green from down 1.3%
> $NBIS has some catching…↗
The AI Investor — Did you listen to me?
Most micro/small-cap “bottleneck” stocks are already down ~50% or more in just the past month, while retail was still drunk on pumping posts.
Put your life…↗
Jun 26
PhotonBull — Thanks to everyone in the comments who doubted it
Keep it simple and just buy the dips🫡
$AAOI $NBIS $ASTS https://t.co/fPHLg8Li7A↗
Jun 26
Black Panther Capital — $AAPL just raised prices on the MacBook and iPad. The reason they gave, on the record, was higher component costs. Memory chips, specifically.
Sit with that for a second.
This is…↗
Jun 26
Gaetano — If you care about $AAOI $NOK $COHR $LITE
You want to understand their capacity ramps
Especially what they are saying about 6-inch InP capacity
This article lays it out!
Check…↗
Jun 26
Serenity — @JClaydog Yeah sad to see.
I'm personally very confident in $SIVE / $AAOI to revenue ramp with lasers in 2027 so I'm sleeping easy.↗
Jun 26
Serenity — FYI, I posted ideas about $AXTI at $15, $AAOI at $30, $TSEM at $115, $LITE $300, $MU $300, $SNDK $400, $EWY $110, $SIVE $4.
$IQE $13, $SOI $44 and so on.
So when they finally hav…↗
Jun 26
PhotonBull — This is the bottom
Mark it
$AAOI $NBIS $ASTS https://t.co/NgONnsIRDI↗
Jun 26
Serenity — @chenbaiyang70 Looks like photonics theme selloff combined with macro drop with $AAOI.
I’m personally confident from $AMD CW LTA reports and next year’s $471M/month projections.…↗
Jun 25
Alex A.C. — @TheRayMyers Yep, that's a way to research a company. See the record order by $AAOI to a Semicap company. Ramp up is going to be epic↗
Jun 25
BULL OF BRITAIN — @stkmstr22 I think $AAOI is becoming a Q2 waiting room, half the market believes in the guidance, half believes management are lying, outside of that, nothing has changed apart fro…↗
Jun 25
BULL OF BRITAIN — @NickCrowley12 Nice. I find the $AAOI price so hard to justify at the minute. I guess it will continue its roller coaster until the next ER print↗
Jun 25
Serenity — @hobielandrith I posted about $AAOI at $2.1B MC when someone called photonics "late".
Then at $5.3B after earnings.
Then $11B now.
Unless their projections are wrong, doing $5…↗
Jun 25
Serenity — oh i think u misunderstand... I'm actually more bullish than ever as prices go down.
$SIVE at ~$1.9B MC you have:
- $GFS reference laser
- laser for Ayar and others in $NVDA NV…↗
Jun 25
Alex A.C. — Fren Damnang is bullish $AAOI , take note guys 🙌↗
Jun 25
Jason's Chips — Best scale up CPO stocks
1. $LITE - Lumentum
2. $AAOI - Lumentum with autism
3. $AIXA - Sells machines to Lumentum
4. 5344.T - Sells ceramic widgets to Lumentum↗
Jun 25
Jason Luongo — 10. $AAOI - Applied Optoelectronics
Q1 revenue $151.1M, up 51% YoY. Fourth consecutive record quarter. Landed an upsized $71M order for 800G single-mode transceivers from a major…↗
Jun 25
Michael | Hypermarkets — BOOKMARK this so you know when the NEXT massive earnings plays are.
$AEHR Jul 21
$ASML Jul 15
blockstack:native Jul 16
$TSM Jul 16
$TE Aug 18
$INTC Jul 23
$AMKR Jul 27
$GEV Jul 29…↗
Jun 25
InvestmentGuru — 11 stocks- my positioning in 11 layers of AI infrastructure.
Layer 1 — Substrate
$AXTI — The raw crystal foundation. InP & GaAs wafers that power the photonics revolution.
Layer…↗
Jun 25
Black Panther Capital — $MU earnings just confirmed the whole $AAOI thesis.
Now send it to $300.
-BP
Not financial advice. https://t.co/KnrUHgeEzv↗
Jun 25
Damnang2 — While writing this article, I found many positive points about $AAOI . I still believe there is a lot of opportunity here.
In the free section, I covered the basic background of t…↗
Jun 25
Serenity — Think so. But in the meantime, I call my strategy: Diversified Losses.
With $AXTI, $SOI, $AAOI, and many others.
Had a massive drawdown recently,
CPO exposure was hit the hardes…↗
InvestmentGuru — $AAOI is not a broken company — the demand thesis for high-speed optical interconnects powering AI data centers is completely real. The core debate isn’t whether AI needs optics —…↗
Jun 24
Serenity — @Zenctwill $MU earnings are probably a good read through on SK Hynix/Samsung, which is majority of KOSPI weighting (passively too). So seems more likely than not for SK index.
It’…↗
Jun 24
Alex A.C. — @babyfolio I bought $AAOI yesterday, today keeps dipping https://t.co/y0LeXLBsNa↗
Jun 24
Gaetano — Everyone is working on 6-inch capacity...
$COHR $AAOI $LITE $NOK
But do you know who is the furthest ahead?↗
Jun 24
Damnang2 — I wrote an in depth analysis article on $AAOI. I hope it helps investors better understand the company.↗
Gaetano — $GLW gains are helping buffer my $AAOI pains 🤣
Very interesting relative strength from $GLW↗
Jun 24
BULL OF BRITAIN — While everyone is freaking out, this is what's on my shopping list and why I chose these names, so here is list:
• $AAOI - $130 is an absolute joke for what they are guiding
• $…↗
Jun 24
AlmaCap — $AAOI at c.$151 presents a nice opportunity, with an IV of 134.1% you can sell at the money weekly puts expiring on the 2nd July for roughly $13 - presenting a c.8.4% return on at…↗
Jun 24
InvestmentGuru — $NVDA AGM Day — 3 Things That Matter for the AI Chain.
$NVDA shareholders meeting is live today. Stock sitting near $200. Here’s what the smart money is watching 👇
1. Blackwel…↗
Jun 24
Damnang2 — $AAOI may be one of the most controversial optical stocks in the market.
Just look at the analyst price targets. They range from as low as $57.50 to as high as $220. Investors and…↗
Jun 24
Black Panther Capital — $AAOI just had its worst day in months yd. Down nearly 14% to $147, on zero company-specific bad news.
I entered at $92, haven’t taken any profit into the run-up. I am not selling…↗
Jun 23
PhotonBull — Just got off the phone with the witch doctor
He told me the bottom was in
Time to ride it back up
$MU $SNDK $AAOI $ASTS $DRAM $NBIS $CRDO↗
PhotonBull — Me after $AAOI goes back to $160 tomorrow
(I bought at $170) https://t.co/PyXNEtBz8P↗
Jun 23
BULL OF BRITAIN — @smdcapital Yeah, stuff like $AAOI seems really ridiculous at 140~, $CRDO, $SMTC etc etc↗
Jun 23
Black Panther Capital — Be unemotional.
$IREN -4%
$AAOI -13%
$OUST -5%
$NBIS -3%
$RKLB -5%
I don’t care.
Sky is still blue.
Grass is still green.
Wife still got a nice an ass.
It’s a new day tomorrow.…↗
Jun 23
PhotonBull — Rough day today
Hope everyone is doing fine and surviving the dips
Curious if you guys made any moves?
Added some $AAOI myself↗
CK Capital — People are still bearish on $AAOI because they do not trust management to deliver. I get it. But look if they deliver what they say, bears will have nothing to say.
By the middle…↗
Jun 23
Alex A.C. — ClassOne 💘 $AAOI
"ClassOneTechnology secures record Solstice S8 orders from Applied Optoelectronics, highlighting rapid Scale-up of Photonics for AI Datacenters"
- Multiple ord…↗
Jun 23
Serenity — Curious if anyone's portfolio is green after today's fun day.
$KORU: -32.06%
$SOXL: -22.98%
$IQE: -13.58%
$DRAM: -12.6%
$AXTI: -12.57%
$FLNC: -12.5%
$AAOI: -11.2%
$SIVE: -11.7%…↗
Jun 23
PhotonBull — Back to the bottom of the range on $AAOI as the entire market is getting hammered today
We know what to do here https://t.co/yb5yTzFntC↗
Jun 23
Serenity — @SMike1271547 I actually just added on $AAOI.
Was talking about in general since everything dropped across the board, not specific names MB.↗
mon — @optionscjp @Para_Capital Exactly. $NOK is not a stock you trade.
Buy something like $AAOI if you're looking to trade non-stop.↗
Jun 23
Gaetano — I stress test my investments $AAOI
AOI has been one of my better performing stocks over the last 6 months
And it is one of the companies I have covered the most both on X and S…↗
Jun 23
Serenity — IMO photonics theme + CW laser chokepoint is goated.
It's legit like markets have short term memory loss and forgot how $LITE went from $3B -> $65B+ from 2024 to now.
Because $N…↗
Jun 22
Midas — High risk high rewards stocks that I can see going up 2-3x in the next few months:
1) $SNDK
2) $AAOI
3) $NBIS
4) $AEHR
5) $SIVE
Save this post for later.↗
Jun 22
Alex A.C. — @crux_capital_ $AAOI strength perhaps for this (the Anime Pumper also has talked about the name 😆😅)
https://t.co/SgZGF1tXI4↗
Jun 22
Midas — The biggest sectors in the stock market 5 years from now will be the following.
You are missing out on generational wealth by not positioning early and letting time do the work.…↗
Jun 22
Gaetano — It is really nice to see the strength in optics today
$GLW $COHR $VIAV $SMTC $AAOI $NOK etc.
Especially nice to see $GLW and $COHR relative strength
I believe that these are two…↗
Jun 22
PhotonBull — The ranging on this name is insane
Sell order at $200 for the dip buys
Doesn't get easier than this😂
$AAOI https://t.co/ji5lrHKNlh↗
Jun 22
BULL OF BRITAIN — @BlackPantherCap They could literally open $AAOI as a fucking rollercoaster at Six Flags↗
Jun 22
Black Panther Capital — @BULLOFBRITAIN I love $AAOI. It’s just as parabolic as my wife’s mood. Don’t tell her I wrote this.↗
Jun 22
PhotonBull — Photonics seems to be back in rotation, at least so far
$AAOI $LITE $COHR↗
Jun 22
PhotonBull — The volatility continues for $AAOI
Only today, it went down 5% at open and did nothing for a while
Then suddenly a 10% spike during the day
Endless opportunities in $AAOI, grea…↗
Black Panther Capital — 12 months ago people hesitated.
9 months ago people hesitated.
6 months ago people hesitated.
3 months ago people hesitated.
Meanwhile $MU went up +850%
$SNDK went up +4.800%
$AXT…↗
Jun 22
Tradable Astronaut — $HQ has been sitting #1 on the Aion Index leaderboard.
A member asked about it in the Discord on 6/20.
The answer was simple look at $AAOI, $AXTI, $LITE when they were #1. Check…↗
Jun 22
PhotonBull — Great article on $AAOI
Encourage anyone interested in Applied Optoelectronics to check it out!↗
Jun 22
Serenity — That’s for you to decide.
But just throwing this out there:
If $AAOI hits projections, that’s over 800%+ Y/Y growth, and $5.6B revenue annualized off $12.8B MC.
My guess is that…↗
Jun 22
InvestmentGuru — The AI Gold Rush Isn’t About GPUs Anymore
Everyone is chasing the obvious names.
I’m spending more time looking at the companies that solve the bottlenecks.
AI clusters can’t sc…↗
Jun 22
InvestmentGuru — My focus remains on the long-term winners across AI infrastructure, semiconductors, optical networking, foundries, robotics, space, energy, and digital assets.
Names like $MU, $AA…↗
Jun 22
PhotonBull — @TheRealWolfff There's a lot of good names, but I think $AAOI is cheap here due to their ATM overhang and it should pass soon I'm guessing. Very volatile name so it could move fast…↗
Jun 22
PhotonBull — $AAOI
$220 doesn't sound too bad to me!↗
Jun 22
Midas — @asymmetrix_xyz Top stocks I found using @asymmetrix_xyz:
$AAOI
$SIVE
$AXTI
$LPTH
$POET
If this helped you out, follow me for more.↗
Jun 22
Midas — Serenity (aleabitoreddit) could be a better trader than leopold Aschenbrenner.
He called numerous +1000% stocks early:
- $AXTI
- $AAOI
- $SIVE
- $LITE
He's now in a new gener…↗
Jun 21
Alex A.C. — "CPO is an architectural reset that upends the traditional pluggable optics market and consolidates various networking components into the hands of a few suppliers like Nvidia, Bro…↗
Jun 21
Michael Sikand 🦑 — 365 days ago, I decided to go all in on making content about stocks.
150K+ combined followers later... I thought I'd share my 3 best and 3 worst longs so far.
And once you read m…↗
Jun 21
PhotonBull — Applied Optoelectronics $AAOI is flat the last month but offered some crazy volatility, showing consistent ranging between ~160 and ~200
Some great ways to take advantage are to t…↗
Jun 21
Gaetano — The optical supercycle!
$LITE $COHR $GLW $AAOI $SIVE
What's your favorite way to play?↗
Black Panther Capital — $AAOI can’t make 1.6T transceivers fast enough through 2027.
We know what that means right?
-BP
This is not financial advice.↗
Jun 21
BULL OF BRITAIN — This is completely not true. Copper is not “dead”
Hyperscalers have said it verbatim: they will use copper in any way they can. It’s cheaper and lower power, and at the 3-7m reach…↗
Jun 21
Black Panther Capital — Respect the chart work. Every leg of this market looked impossible right before it ran. 2009, 2016, 2022. Same story each time.
If this cycle really has 2 more years, the move isn…↗
Jun 21
InvestmentGuru — AI INFRASTRUCTURE LEADERSHIP BOARD
The Companies Building the Backbone of the AI Revolution
Tier 1 — Core Compounders
The foundation of AI infrastructure and the highest-convic…↗
Jun 21
Gaetano — It's a goal of mine to highlight bear cases more $AAOI
I invest in companies that I spend many hours trying to understand every possible angle
The reason I am bullish on these co…↗
Jun 21
Serenity — I've been getting a lot of questions about OE Solutions (138080) recently.
Here's my research/thoughts so far on it:
They're a small Korean optical transceiver company, similar…↗
Jun 20
Alex A.C. — A must-watch video about the Lightmatter SiPho manufacturing process 🤩
From the Foundry, GlobalFoundries $GFS , to the ISE - ASE $ASX pre-packaging electrical and optical testing…↗
Jun 20
Alex A.C. — The "Chinese oversupply" FUD in Optics/Photonics is the same nonsense than the fake Chinese Memory oversupply from 3 months ago🤦♀️🤦♂️
Where is the giga tons of memory from Chi…↗
Jun 20
Shay Boloor — I also own a 4% position in $CRDO and a 2% position in $AAOI in the Growth Portfolio. https://t.co/7mVMsVk9rf↗
Jun 20
Shay Boloor — 4 STOCKS CONNECTING THE AI BUILDOUT
A modern AI system is thousands of chips wired together and they're only as fast as connections between them so as companies pour money into AI…↗
Black Panther Capital — $AAOI insiders sold this week. CFO, two SVPs, and the CEO all showed up on the filings.
First thing I do when I see that: check if it was planned or if someone bailed.
Murry, Kuo…↗
Jun 20
Black Panther Capital — The entire research team (me), taking the weekend off too.
Market’s closed. Sun’s out. Beer’s cold. Kids are running around.
The black panther (sitting on rocks, looking unimpres…↗
Jun 20
InvestmentGuru — $AAOI
Long-Term Potential vs. Avoidable: A Fundamentals Check
The bull case for AAOI isn’t speculative — it’s tied to a real capital cycle. Cable operators are mid-upgrade to DO…↗
Jun 20
Serenity — I think u must be new here.
Many of my ideas get intense backlash at the start, especially the more original they are.
$AXTI - endless hate to the point I got banned from the $R…↗
Jun 20
Gaetano — The bull / bear case for $AAOI ...
As I am working through all the different oversupply angles, I spend a lot of time on AOI. Regardless of whether this is a near term China speci…↗
Jun 20
PhotonBull — $AAOI: Applied Optoelectronics
$AAOI is a great way to own the laser and transceiver bottleneck inside the AI buildout. They are vertically integrated down to an in house InP lase…↗
Jun 20
Gaetano — This might be the best report I will ever write...
$AXTI $COHR $AAOI $LITE $SIVE $IQE etc.
I finally solidified my outline:
Optical Oversupply Risk - Table of Contents:
- The op…↗
Jun 19
CK Capital — Copper wire has run the world for over a century. The era that replaces it is starting right now, and it might be the most important infrastructure shift of the decade.
Here is th…↗
Jun 19
PhotonBull — This guy put out a great basket with a simplified introduction to the thesis for some AI stocks
If you are bullish AI and not sure where to start in terms of investing
Make sure…↗
Jun 19
BULL OF BRITAIN — Round 2 of high sentiment AI trades with retard explanations at the end.
In my opinion these are the greatest companies in their respective sectors, I genuienly don't think you c…↗
Jun 19
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +820%
2. $AEHR +471%
3. $AXTI +417%
4. $AAOI +364%
5. $WDC +333%
6. $ARM +302%
7. $MU +297%
8. $BE +278%
9. $MRVL +265%
10. $INTC +…↗
Jun 19
Shay Boloor — What $10,000 became over the last two years:
• $SNDK $604,690
• $RKLB $247,990
• $BE $246,020
• $RGTI $236,090
• $AXTI $225,670
• $QBTS $224,130
• $AAOI $188,820
• $PL $158,090
•…↗
Serenity — I think something to highlight also is not all my ideas are green, especially on short term timeframes!
My core three themes are Neoclouds (Energy), Memory, and Photonics.
And I…↗
Jun 19
Black Panther Capital — Day 170/365.
Me and my daughter made a deal almost a year ago. Post every single day for 365 days. See if we could hit 50,000 followers together.
We’re almost there. Wtf.
195 da…↗
Jun 19
Serenity — @TW_trades_ Let’s just say bears are regarded when the entire industry is laser/capacity constrained.
Then $AAOI comes in with $471m/month projections with a lot of independent su…↗
Jun 19
Gaetano — There is so much in my research/content funnel
Going to be a busy few days
Here's some stuff I am working through and will be posting over the next week or so:
1 - China Oversu…↗
Jun 18
Gaetano — We are seeing a fragmentation in the connectivity sector
Stronger - $SMTC $GLW $ALAB $CRDO $MTSI $MXL $MRVL
Weaker - $LITE $AAOI $FN $NOK $CIEN $IQE $AXTI $SIVE
Obviously this…↗
Jun 18
Midas — @asymmetrix_xyz $NBIS
$AAOI
$NVDA
$AVGO
$TSM
Follow me if you want to know when I enter these companies.↗
Jun 18
Midas — @asymmetrix_xyz $IREN
$NBIS
$NVDA
$AAOI
$INFQ
Follow me if you want to know when I enter these companies.↗
Serenity — @degenlurker_ $AAOI + $SIVEF were my two likely guesses for $AMD large purchase agreements for CW lasers. We'll see what happens.
given aaoi + amd analyst channel checks. and amd…↗
Jun 18
Alex A.C. — In CPO (according to GS), value of Fiber+FAUs is x2 the value of Laser content! 😱
The Optical Engine is the major part of the value, but now it's not in the Transceiver!
$LITE $…↗
Jun 18
Gaetano — Just posted full thoughts on this $AAOI & $AMD thought
I cover AOI extensively on my SS.
Earnings, news updates, stress testing, risks etc.
I've got about 10 articles poste…↗
PhotonBull — Some of my favorite names are currently underperforming for different reasons that are not bad fundamentals and that is exactly why I am interested.
$ASTS is AST SpaceMobile, buil…↗
Jun 18
Gaetano — This idea isn't isolated $AAOI
Rosenblatt a couple weeks ago put out a report and highlighted a general consensus among buysiders that $AMD was in talks with $AAOI about becoming…↗
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #46
Daniel and I will be live tomorrow at 1PM EST exclusively on the Futurum Equities YouTube channel covering:
• $ASTS launching three satellit…↗
Jun 17
Alex A.C. — Do you remember guys how the Memory giga cycle started?
"those matrix multiplications, the base of the AI, will use a lot of memory don't you think? Let's buy Memory stocks...."…↗
Gaetano — What are the odds $AMD is trying to lock up high-power CW laser supply with $AAOI?
We already know $NVDA secured strategic capacity with $LITE and $COHR.
If AMD wants an optical…↗
Jun 17
Black Panther Capital — People often assume I’m a multi-millionaire because of this account.
I wish.
I’m just a dedicated dad. Work a management job. Pay a mortgage. Pack school lunches before work.
So…↗
Jun 17
Serenity — Trendforce reports that $AMD is actively trying to secure CW laser supply with multiple major procurement orders...
Is probably just the start of the bottleneck?
There's not mu…↗
Jun 17
Serenity — @AsianbeBlazin Yep, but there hasn’t been any much news with $AEHR.
Not really heavily debated stock like $AAOI aside from one or two comments saying AEHR would go back down to $…↗
Jun 17
Serenity — I’m not sure why many folks are super bearish on my high conviction $AAOI long…
Ever since $30, then on the way up to $170. (Yes I do think every bear is wrong, we’ll see who’s r…↗
Jun 16
Alphatica — BREAKING NEWS:
$AAOI down about 9.5% today. They just filed an 8-K, their China subsidiary doubled its credit line from CNY 250M to CNY 500M with Shanghai Pudong Development Bank…↗
Jun 16
KawzInvests 🦑 — $NOK just announced a 10x expansion of its photonic chip facility in Allentown, Pennsylvania. New capacity online by end of Q3 2026.
Less than 2% of global semiconductor advanced…↗
Jun 16
CK Capital — Someone has to be making a bag by just buying $AAOI at $160 and selling at $200 everytime.
Could’ve repeated this like 5 times by now. https://t.co/z5FYav2LV7↗
Jun 16
PhotonBull — I am sorry to announce that it's so over again
$AAOI↗
Jun 16
Gaetano — The level to level trading on $AAOI is insane
I know there's people out there trading this daily that are making a killing
Been a good longer term hold too↗
Jun 16
Black Panther Capital — $AAOI coiling and eyeing $250–275 zone.
> A possible MACD cross forming.
> RSI at 54 and just crossed above 52.
> Bullish SMA uptrend remains intact.
> Clean bounce off the EMA 9.…↗
Jun 16
Michael | Hypermarkets — 2 years ago, I called out $ASTS
at $2. It spiked 6500% to $130+
My target for $SPCX is at least $1000+ in 2027.
Right now, $MU is the most obvious play. Its earnings is on June…↗
Jun 16
mon — New models are shipping every few weeks, each one needing more computing power than the last, and the models coming in 2, 5, and 10 years will need vastly more than anything runnin…↗
Jun 16
InvestmentGuru — 10 STOCKS BUILT FOR THE LONG GAME
Not hype. Not momentum. Structural positioning.
$MU — Memory is the new oil. HBM3E demand from AI accelerators is just getting started. DRAM supe…↗
Jun 16
PhotonBull — $AAOI nearing $200 pre market
We might be back https://t.co/wXRXcQe8QG↗
Jun 16
Serenity — @cchronobreakk I don't need to open any new US stock position when all my ideas from memory to photonics like $AAOI are still playing out?↗
Jun 16
Serenity — Fun throwback to random ideas back in 2025.
Back then, $AAOI was $2B MC, $LITE was a $26B MC, $AXTI was $500M
Now:
- AAOI is $15.37B
- Lumentum is $74.47B
- AXT is $7.24B
Was wo…↗
Jun 16
Serenity — @AsianbeBlazin Other way around, $NVDA bottlenecked the entire industry for EML capacity.
And did the same with CW capacity ONCE AGAIN with $LITE, $COHR, and $MRVL (if they have L…↗
Jun 16
Serenity — New reports that $AMD is scrambling for CW laser supply.
And is negotiating large-scale purchase orders for CW Lasers to ensure its production capacity is not constrained by $NVD…↗
CK Capital — @HOUSEofZAVARO $AAOI
$CRDO
$LITE
$SIVE
$COHR↗
Jun 16
KawzInvests 🦑 — The AI infrastructure buildout has three distinct networking layers. Each one is at a different point in its adoption curve and each one has different winners.
1. Scale-up connect…↗
Jun 15
Alex A.C. — This is potential BIG NEWS in Photonics! 😱
200G VCSEL Lasers with mass volume production (potentially) starting in early 2027 👀🔥
"The 32x50G uVCSEL isn't trying to push a sing…↗
KawzInvests 🦑 — $MRVL joins the S&P 500 on June 22. It is already up 75% in the past month before a single index fund has bought a share.
Matt Murphy on the Q1 call: "We are seeing exceptional AI…↗
Jun 15
Black Panther Capital — I have a rule I made for myself after I almost sold $AAOI at $150.
The rule is: before selling, write down in one sentence why the structural constraint has changed.
Not the pric…↗
Jun 15
Shay Boloor — @FuturumEquities @danielnewmanUV $ALAB, $CRDO and $AAOI are my three horses in the race.↗
Jun 15
Black Panther Capital — These are probably my best long-term entries this year:
$AAOI > $92
$OUST > $22
$NBIS > $86
$RKLB > $67
-BP
Not financial advice. https://t.co/xLvfsSP7L2↗
Jun 15
PhotonBull — People are clearly looking for undervalued AI stocks right now after the Iran conflict seems to have ended again
I believe that the current winners like $SNDK $MU $NBIS $AAOI will…↗
Jun 15
Black Panther Capital — The thesis on $AAOI is playing out in real time. Management said demand exceeds manufacturing capacity through mid-2027. Not a prediction. A constraint they are currently managing…↗
Jun 15
BULL OF BRITAIN — All my favourite names up
$IQE - 20%
$AAOI - 11%
$Kioxia - 11%
$NBIS - 10%
$DOCN - 7%
$Hynix - 6.5%
$MRVL - 6% https://t.co/TVakMa0JRn↗
Jun 15
CK Capital — Sneak peak of a few positions me and the subs are up huge on today.
$AAOI up 12%🟢
$NBIS up 8%🟢
$HOOD up 8%🟢
$DRAM up 7%🟢
If you want full access to the other stocks drops sub…↗
Jun 15
Frenchie — Le stack photonique du moment est vraiment en train d’exploser
Voici les actions que je possède concernant l’optique et pourquoi :
> $LITE
Lumentum est l’un des plays les plus d…↗
Jun 15
PhotonBull — There we go
$AAOI https://t.co/Zt07J1LxqU↗
Jun 15
CK Capital — $AAOI is taking off. https://t.co/OWvEXWlO4K↗
Serenity — I’ve written a thesis on these 3 themes early on:
Neoclouds, Photonics, and Memory.
Now, it’s fun to sit back and watch all my thesis ideas play out from $AAOI to $EWY to $NBIS.…↗
Serenity — @halldj00 Ayar started off multi-sourcing with $MTSI and $LITE.
Then removed them from their website and likely made $SIVE primary source (likely for first gen).
It's every hyp…↗
Jun 15
InvestmentGuru — AI INFRASTRUCTURE LEADERS — EVERY DIP IS AN OPPORTUNITY
$MU
HBM memory leader, critical bottleneck supplier for AI accelerators
Pricing power improving as AI memory demand outpace…↗
Jun 15
Serenity — Today, there's a new report that China eased InP substrate exports.
Which is expected to relieve mass production bottlenecks in the photonics market (source: Digitimes)
My optic…↗
Michael Sikand 🦑 — Guys we need to talk about $AAOI...
$AAOI is one of the most controversial stocks in the world and I enjoy the disagreement.
Pretty cool that's it up 3x since I went long with ma…↗
Jun 14
Black Panther Capital — I believe the probability is higher that:
$NBIS goes to $400 than stays at $232.
$AAOI goes to $400 than stays at $170.
$RKLB goes to $250 than stays at $102.
$OUST goes to $100 t…↗
Jun 14
Alex A.C. — @TradexWhisperer "Interconnect Trade" ehem..... $AAOI↗
Serenity — This is gonna upset a lot of people:
But TA is astrology for traders.
It's confirmation bias + trading human psychology about entries.
Kinda like how people frontran $SPCE fro…↗
Jun 14
Black Panther Capital — I second this from @investingluc.
The theme structure is half the equation.
The other half is HOW MUCH you put in each one.
Most people get the picks right and still destroy the…↗
KawzInvests 🦑 — I went through every earnings call across the entire 800G and 1.6T supply chain and mapped out the actual supply vs. demand.
The $LITE CEO said it best: "We are significantly und…↗
Jun 13
Black Panther Capital — If you invested $500/month starting at 25.
And averaged 15% annual return.
By 55 you have $3.3 million.
Not because you’re lucky.
Not because you picked the perfect stock.
Bec…↗
Jun 13
PhotonBull — $BTC trading higher today as the peace deal comes closer to being signed
OPEN THE MARKETS!!!
$SPY $QQQ $SNDK $ASTS $AAOI $EOS.AX $KRKNF $NBIS https://t.co/IeuanYqexP↗
Jun 13
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +734%
2. $AXTI +494%
3. $AEHR +437%
4. $AAOI +385%
5. $DOCN +254%
6. $ARM +248%
7. $MU +244%
8. $INTC +238%
9. $MRVL +229%
10. $NVT…↗
PhotonBull — @__Con_ Low downside medium upside: $KRKNF
Some downside high near term upside: $AAOI and $ASTS
Some downside and extremely high mid-long term upside: $EOS.AX↗
Jun 12
Alex A.C. — "What the Street missed in the whole controversy is that whether it is NPO or CPO, the optical content remains unchanged. It is only a question of how the packaging works and the d…↗
Jun 12
Black Panther Capital — I have one simple goal by being here:
Become a multi MILLIONAIRE.
If that’s your goal too, keep reading.
Here's the honest version of "escaping the matrix."
You don't quit your…↗
PhotonBull — @BULLOFBRITAIN By the looks of it he is shorting $ASTS and $AAOI↗
Jun 12
InvestmentGuru — $MU and $AAOI doing well in portfolio after I added here↗
Jun 12
Gaetano — If you care about the Photonics trade
or companies like $AXTI $SIVE $AAOI $LITE
You should read + understand this!↗
Jun 12
Serenity — Just some reflection, my core high conviction ideas from 2025 aged super well!
From
$ALAB: $97-> $372
$LITE: $330 -> $904
$AAOI: $30 -> $175
And others like $NBIS, $RKLB, and $T…↗
Jun 11
TheValueist — $LITE $COHR $AAOI $AXTI LightCounting releases Q2 Quarterly Market Update – June 2026 @lightcounting
Q1 2026 was the best quarter for the optical transceiver market since LightCo…↗
Jun 11
PhotonBull — Nicee now we don't have to take screenshots anymore
$ASTS $AAOI $NBIS
Really cool feature imo↗
Jun 11
Black Panther Capital — To my kids, when you’re old enough to understand this:
I didn’t buy $IREN because I wanted to get rich.
I bought it because I did the work and believed in it.
I didn’t post on X…↗
Jun 11
Black Panther Capital — the wealth gap isn’t mainly about income.
it’s about how long different people can wait.
someone with $50,000 in savings and no cushion needs liquidity. they need returns now. th…↗
Jun 11
Black Panther Capital — Welcome to no. 45.000 in the community.
We salute you, brother or sister.
Started this to document a portfolio and a process. 45.000 of you made it something bigger. I don’t take…↗
Jun 11
Serenity — Markets should be cheering on domestic champions like $AAOI.
Since it's ideal to support critical AI infra from laser fab to production in the US, rather than being a bear.
Feel…↗
Jun 11
Kevin Maro — @HiCagr I'm fairly confident the people who wrote all the weekly $AAOI calls from monday are pinning it down until expiration :/↗
Jun 11
Serenity — @WENXIN229986 that's literally for you to decide.
If you think they can hit $471m/month revenue near the end of H1 2027. Potential seems high to me with $AAOI at $13.4B.
optical…↗
Jun 11
Alex A.C. — @crux_capital_ $AAOI and $LITE are totally integrated, they don't outsource EPI if they can do it; obviously if they are bottlenecked I assume the will place orders to $IQE .....↗
Jun 11
Gaetano — Thoughts/ clarifications on InP Substrates $AXTI ...
> $AXT has been getting permits to ship to U.S. companies based outside of the U.S. Think of $COHR Sweden facility as an examp…↗
Alex A.C. — @jukan05 More pricing power ahead.... for the ones than can secure supply 😬 I hope those are $LITE and $AAOI 😅↗
Jun 11
Jason Luongo — 5. $AAOI - Applied Optoelectronics (PEG ~0.7x)
Revenue $151.1M, up 51% YoY. Fourth consecutive record quarter. Landed a 1.6T transceiver volume order from a major hyperscaler wort…↗
Jun 11
InvestmentGuru — 10 Stocks Built to Create Generational Wealth
The AI infrastructure supercycle is rewriting the rules. Here’s where I’d position across the full stack — from the chip to the cloud…↗
Jun 11
mon — Anthropic's Fable 5 launch confirmed what I have been arguing for over a year now. There is simply not enough compute in the world to meet demand.
Keep in mind that Fable 5 and GP…↗
Jun 11
Michael | Hypermarkets — When $SPY crashes 10%-20% this summer, I'd BUY ONLY bottleneck AI stocks.
Without them there is no AI:
$MU — Micron Technology
Current: ~$879 | Buy Zone: $680–$700
HBM demand flo…↗
Kevin Maro — Do not lose your shares.
$NBIS . $CRWV. $IREN. $AAOI. $CRDO . $LITE. $COHR. $NVDA. $AMZN. $GOOG. $RKLB. $ASTS. $HOOD. $SOFI.
Every single one of these will be dramatically highe…↗
Jun 10
AlmaCap — $AAOI, everyone posting that they are adding, I already have a healthy position so why am I getting mimetic desire for more?!?
Literally the bull cases for everything are insane,…↗
Jun 10
Black Panther Capital — @asymmetryenjyr I’ve seen $AAOI get a lot of attention these days man during the dip.↗
Jun 10
Black Panther Capital — Most people are one decision away from a COMPLETELY different financial life.
That decision is where to put your attention.
I am building toward seven figures.
Publicly.
In rea…↗
Jun 10
PhotonBull — Happens to the best of us
The only thing we can do is learn and re enter when we have done the research and built conviction
Happy to be on the $AAOI ride with you now @retail_m…↗
Jun 10
Wolf Capital — I paperhanded $AAOI in February in the 60s.
I do blame myself. https://t.co/NtexSa7Kui↗
Jun 10
Alex A.C. — @aleabitoreddit Buying more $AAOI and $NBIS 🙌↗
Jun 10
KawzInvests 🦑 — @Hartik__ Yep and people are sleeping on the ELS ramp. $AAOI going from 5k lasers a month to 400k a month by 2027.↗
KawzInvests 🦑 — Where supply vs demand actually stands in optics right now, straight from the latest earnings calls.
$LITE is sold out. Their CEO quantified undershipping demand by more than 30%…↗
Jun 10
CK Capital — I love $AAOI and $CRDO https://t.co/xt806yhsrk↗
Jun 10
Serenity — Glad optical players from $LITE to $AAOI and $SIVE are slightly recovering as they should.
The initial selloff was just stupid. https://t.co/DsOdQAWf9i↗
Jun 10
PhotonBull — One of the easiest buys in my life
Thank you @SemiAnalysis_ for the dip on $AAOI https://t.co/XCLbhljcOA↗
Jun 10
Gaetano — I’ll be honest when I first saw this
I thought man, $aaoi is gonna rip
Because they are such a strong pluggeable focused story
And then it sold off the most
But the reaction wa…↗
Jun 10
Michael | Hypermarkets — Biggest generational buying opportunity for $SPY is in June.
When $SPY crashes 10%-20% buy these:
1. $NOW ~$105 | Buy zone: $80–$85
Near 52-week lows. Agentic AI platform still p…↗
Jun 10
PhotonBull — $AAOI now up 5% premarket and one of the stronger performers off the CPI data
It feels like the market was frontrunning CPI and Iran fud a little bit the last few days, so now tha…↗
Jun 10
BULL OF BRITAIN — Fade me once, shame on you
Fade me twice, shame on me.
$AAOI https://t.co/EaaPsEc6Cy↗
Jun 10
Gaetano — This is a really important post if you care about optics
$lite $cohr $poet $crdo $smtc $aaoi
Please give it a bookmark + read↗
Jun 10
Black Panther Capital — $AAOI dropped 17% Tuesday on a Semi Analysis report suggesting CPO rollout delays.
Here is what the report actually said:
It flagged delays in co-packaged optics adoption timelin…↗
Jun 10
InvestmentGuru — My watchlist for the next meaningful pullback:
$CRDO
$AAOI
$GOOG
$MU
$NOK
$MRVL
$NBIS
$OKLO
$RKLB
$IONQ
Not chasing strength here.
Patiently waiting for volatility to create bet…↗
Jun 10
PhotonBull — $AAOI fell 14% on the SemiAnalysis CPO delay report. That’s a categorical error. AAOI sells pluggable transceivers. CPO slipping to 2028 or 2029 doesn’t threaten the pluggable era,…↗
CK Capital — If I had to bet on one sector go give me insane returns from here, it is photonics.
Not close.
Every AI cluster is useless if it cannot move data between GPUs fast enough.
Com…↗
Jun 10
InvestmentGuru — If the market gives a pullback opportunity, these are the names I would be watching closely for accumulation:
$CRDO $AAOI $MRVL $GOOG $NOK
All of them sit in strong structural th…↗
Jun 10
Serenity — @Matthew93889052 $AAOI revenues are dominated by pluggable.
These are concurrent architectures happening in parallel, not one or the other.
But maybe past 2029, we’ll likely see…↗
Jun 10
InvestmentGuru — Overnight Market Movers
🔻 $SMCI down over 7% after announcing a $7B equity offering to fund AI server component purchases. The long-term AI story remains intact, but dilution con…↗
Jun 9
Alex A.C. — $AAOI great insights on why Hyperscalers look for vertical integration for Transceivers (remember, Applied Optoelectronics is one of the VERY FEW companies with InP Laser manufactu…↗
Jun 9
Michael Sikand 🦑 — $AAOI got hit hard today.
I've been covering this stock since $50 and saw low 160's as a clear buying opportunity on America's photonics factory.
The Semi Analysis report that CP…↗
Jun 9
PhotonBull — Just got home
Nice to see the market bounced a little
Surely $AAOI is not down on a CPO delay rumor?
This should be bullish for them
I have added exposure on this dip https://t…↗
Jun 9
Alex A.C. — LOOL and the report LITERALLY says:
"Copper and pluggable optical modules → continue to win"
that (optic) Transceivers will win ahead! 😂😂😂 And what Market does? drops $AAOI ,…↗
Jun 9
Alex A.C. — Don't know what "report about CPO" from SemiAnalysis is the ppl. talking about and basically I don't care 🤷♀️
Just as was the case with Memory, I have the things very clear and…↗
Jun 9
Alex A.C. — @PhotonCap you know which report ppl are talking about? 🧐 Saying some about CPO.... Don't know what that has to do with $AAOI selling Transceivers like candies with much more dema…↗
Jun 9
BULL OF BRITAIN — FYI if the @SemiAnalysis_ news is real. (Speculative)
Its bullish for $AAOI. CPO is what eventually replaces pluggable transceivers.
$AAOI's whole business is pluggables.
CPO…↗
Jun 9
KawzInvests 🦑 — Expect some short term selling in photonics names on the CPO/800V delay headline. The market will paint the whole sector with one brush.
Photonics is not just CPO. CPO is one sl…↗
Jun 9
Shay Boloor — The reason I own $AAOI is because it builds the optical connectivity that lets AI chips move data across data centers.
As AI scales toward 500K+ GPU factories, copper becomes the…↗
Jun 9
Black Panther Capital — I’ve beaten most hedge funds past two years.
+163.67% in return.
Nobody knows my name.
I don’t sell a course.
I don’t have a podcast.
I don’t have a finance degree.
I don’t have…↗
Jun 9
Kevin Maro — @JonkooTrades Can't wait to see $CRDO and $AAOI play out these next few years↗
Jun 9
BULL OF BRITAIN — The semiconductor thesis may be broken, proceed with caution.
Based on a Semianalysis report.
> CPO and 800V will be delayed till 2028/29 a huge pushback in the system.
> 400…↗
Jun 9
Shay Boloor — TUNE INTO FOX BUSINESS
I’ll be covering:
• Why tech pullback looks more like a rates-driven reset than a breakdown in AI demand
• How I’m thinking about $SPCX & $NVDA in space-ba…↗
Jun 9
PhotonBull — To everyone saying the market was running hot, what did you add today?
A lot of quality AI related names are at a nice discount here
$AAOI $NBIS $DRAM $SNDK $MU
Not to mention…↗
Jun 9
Black Panther Capital — Insane dips during this correction! 🤯
I’m watching these stocks right now:
Save the list.
$OUST
$AAOI
$NBIS
$IREN
$CIFR
$WULF
$ASTS
$RKLB
$ONDS
$NOK
$PENG
$SATL
$ADEA
$SIVE
$AM…↗
Jun 9
Serenity — I don’t quite think photonics from $AAOI to $LITE or $SIVE are disappearing anytime soon…
Just extremely volatile.
Anyway, curious what other people are buying today? https://t.c…↗
Jun 9
Serenity — Names like:
- $ASX
- Sumitomo Electric
- $JBL
- $VICR
- $GFS
- $AAOI
- AlChip
- $TSEM
- $FN
- Furukawa Electric
- $CLS
- $NBIS
- $NOK
- $AMKR
- $LITE
- $COHR
Off the top of my…↗
Jun 9
BULL OF BRITAIN — Goated calls on this account
$AAOI has been full sendy since he told me about it
Worth a follow↗
Jun 9
PhotonBull — Let's look at the stock performances from this tweet a few months ago
From when I mentioned them as my favourites to their peak since then:
$ASTS: $87 > $133
$SOI: 64 > 200
$GHH:…↗
Jun 9
InvestmentGuru — Best Top 10 stocks in market, IMO
🔹 $MU – Memory & HBM leader
🔹 $MRVL – AI networking and custom silicon
🔹 $AAOI – Optical connectivity beneficiary
🔹 $CRDO – High-speed AI in…↗
Jun 9
Michael | Hypermarkets — HYPERMARKET WATCHLIST FOR JUNE 9, 2026
1. $MU — Post-selloff bounce setup; HBM still sold out, earnings June 24 catalyst ahead. [BUY]
2. $MRVL — Custom AI silicon demand acceler…↗
Jun 9
Serenity — Just a random thought: $JBL seems highkey compelling long idea at $38B.
Don’t really think markets have priced in their 1.6T LRO pluggable transceiver business yet.
Especially if…↗
Jun 9
CK Capital — With $AMPG now being a multibagger from when I called it out here are a few more from this year.
$NBIS
$KRKNF
$AAOI
$PENG
$BE
$LWLG
$CPSH
$ALMU
More to come.↗
Jun 9
CK Capital — The optical transceiver market triples to $36 billion this decade and $AAOI is the smallest cap name with arguably the most explosive upside in the entire space. Here is the math n…↗
Jun 9
Gaetano — My view here remains $AAOI
The force of the dip buying in this name is intense
I do believe it will heavily be gated by macro conditions
But you can't deny the relative strengt…↗
Jun 8
BULL OF BRITAIN — My favourite asymmetries right now:
> $AAOI - Raised FY26 guidance to $1.1B+ with demand outrunning supply into mid-2027 on the 800G and 1.6T ramp, then sold off 12% on the prin…↗
Jun 8
AlmaCap — $SPCX, IKBR and every other broker keeps bombarding me with offers to participate in the IPO - I actually don’t mind the pricing but my spidy senses are telling me that demand and…↗
Jun 8
Alex A.C. — $AAOI growth capacity figures..... it doesn't sound bad 😅🔥🔥
"It costs approx $120M in capex to increase capacity by 100k transceivers... which is 1.2M per year... at an average…↗
Black Panther Capital — The Anthropic IPO math literally breaks the stock market 🤯
2 years from now. 2028. Anthropic could potentially be bigger than SP500 and Nasdaq combined.
Read that again. COMBINE…↗
Jun 8
PhotonBull — I thought this was not that big when I first saw it, but now I see these are weekly calls!?
What is going on here??
$AAOI↗
Jun 8
PhotonBull — The AI trade is far from over
$MU $SNDK $AMZN $AAOI $LITE $INTC $DRAM↗
Jun 8
CK Capital — $230 weeklys???
Someone has to know something. $AAOI↗
Jun 8
Gaetano — One of my favorite strategies...
Bookmark this!
I laid out how I deal with the volatility the other day.
And I wanted to share it here.
I am not that good with timing index vo…↗
Jun 8
BULL OF BRITAIN — There is no way the three stocks I was spam posting about this weekend, are the 3 biggest winners of the reversal. $MRVL $AAOI $KEEL
Sometimes I surprise myself. https://t.co/eq5…↗
Jun 8
Frenchie — Délirant ce qui se passe sur $MRVL
>Le titre bondit de 14% sur la séance
Pour moi c'est avec $AAOI et $INTC les trois grand gagnants de la journée
Je ne recommanderai pas…↗
Jun 8
CK Capital — Glad I alerted the subs to buy in this morning.
This thing is absolutely flying. $AAOI https://t.co/afNkuj9cBv↗
Jun 8
PhotonBull — New post every time it goes up $5 on $AAOI
Expecting a few more this week https://t.co/cLCisi1amQ↗
Jun 8
Serenity — @0xHyperEVM Yeah $MRVL was $87 or so, $ARM was $130.
$87 -> $288 for Marvell
$134 -> $347 for Arm
not too shabby for my names? I still think many have a toooon of room to…↗
Jun 8
PhotonBull — Never fade $AAOI https://t.co/4dm0clvMw2↗
Jun 8
PhotonBull — $AAOI at $171.75 was a gift friday https://t.co/qfRDajfhpe↗
Jun 8
Black Panther Capital — Trump and Jensen pumping market. People can’t comprehend the complexity of AI valuations.
In 3 years time most will look back and say:
I wish I bought more.
PM Overview:
🟢 $NU…↗
Jun 8
InvestmentGuru — 10 Stocks I’m Concentrating In Right Now
1/ $MRVL — Marvell Technology
Custom ASIC + co-packaged optics architect for the hyperscaler era.
1.6T interconnects are MRVL’s runway.
G…↗
Jun 8
Gaetano — If you are interested in Photonics
Like $AAOI $NOK $LITE $POET etc.
You've got to read this
Please bookmark & share!↗
PhotonBull — This guy has a tendency to be VERY early to the next major AI theme
He runs some of the best performing @joinautopilot portfolios with @michaelsikand
His moves? He went all in o…↗
Jun 7
CK Capital — @ParadisLabs I like a lot of photonics and memory names, favorite ones being $AAOI, $LITE, $CRDO and $DRAM.
Also long $NBIS and $PENG↗
Jun 7
Black Panther Capital — Day 158/365 of The 365-Day Pact
Status:
> Long-term portfolio up 65% YTD.
> Short-term portfolio up 149% YTD.
> +41.793 new followers YTD.
I started this challenge with my daugh…↗
Jun 7
BULL OF BRITAIN — This is who you are trading against. Lock in and you'll retire your bloodline. $AAOI $SNDK https://t.co/2UcRTbKiuF↗
Jun 7
CK Capital — Photonics is the future of computing and most people have not woken up to it yet.
Here is the simple reality. Every AI cluster being built needs to move enormous amounts of data b…↗
Jun 7
CK Capital — $AAOI could have the next $SNDK type run.↗
Jun 7
PhotonBull — President Trump to invest in AI companies
$NVDA CEO Jensen Huang confirming that the memory shortage will last for several more years
If we are somehow still red tomorrow premark…↗
Jun 7
AlmaCap — Countless stocks like this where normie sentiment tricks you out of buying:
> $TSLA: “EVs will never be a thing”, “no one will use autonomous cars”
> $RKLB: “there will be no dema…↗
Jun 7
Serenity — @KHu08400080 Not all dilution is bad and depends on what structure.
If you're doing a $600m ATM to build out laser fab capacity with $AAOI for $471m / month H1 2027 (at lower MC…↗
Jun 7
BULL OF BRITAIN — $AAOI will be one of those stocks that is completely obvious like $SNDK - it goes up 5,000% and you are wondering what spell was cast on you to not buy it.
Im long $AAOI till the…↗
Jun 7
Serenity — I think my personal style of investing is a bit different, just some reflection:
It's inherently discretionary, based on stuff markets don't know yet. And a culmination of life ex…↗
Jun 7
Kevin Maro — My top 5 best AI stocks to invest in long-term:
These are my biggest positions, and I believe each of these will 10x or more over the next 5 years:
$NBIS: The man who built Russi…↗
Jun 6
CK Capital — My favorite names in every sector right now. The full conviction list, three deep in each.
Humanoid Robotics
$AMBA
$OUST
$VPG
AI Infrastructure
$NBIS
$PENG
$CRDO
Defense
$EOS…↗
Jun 6
Kevin Maro — @enrichtrades Favorite long besides $NBIS , but expecting $AAOI to outperform↗
Jun 6
Black Panther Capital — Attn. President Donald J. Trump
Retail investors have purchased every dip.
We are out of money now.
With beloved support,
-Retail
$IREN $NBIS $RKLB $OUST $AAOI $MU https://t.c…↗
Jun 6
Alex A.C. — @PhotonCap Come on $AAOI , we've confident in you 😅 https://t.co/6mpVRIiMQ2↗
Jun 6
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +557%
2. $AXTI +445%
3. $AAOI +408%
4. $AEHR +388%
5. $DOCN +253%
6. $NVTS +251%
7. $ARM +214%
8. $DELL +214%
9. $MRVL +210%
10. $B…↗
Jun 6
CK Capital — Friday gave us some of the most amazing buys.
$NOK at $15
$NBIS at $200
$CRDO at $200
$HOOD at $80
$KEEL at $5
$AAOI at $170
$LITE at $850
$PENG at $55
$ADEA at $28
And many more…↗
Jun 6
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:
• $ALAB ~2.9x
• $ARM ~2.4x
• $INTC…↗
Jun 6
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utilities
• $IREN $51
• $NBIS $177
• $CIFR $17
• $CRWV $100
AI Power
• $EOSE $7
• $BE $237
• $NVTS $22
• $VRT $282
AI Hardware
• $NVDA $…↗
Jun 6
InvestmentGuru — 15 sectors defining the next decade of investing
The megatrend map.
1. AI
$NVDA · $PLTR · $APP
The infrastructure king, the data layer, and the monetization engine. Three differ…↗
Jun 6
PhotonBull — @BabySharkRV Big fan but went for $AAOI instead here↗
Jun 6
Michael | Hypermarkets — $SPY crashed 3% in 1 day and everyone panicked.
It's going to crash at least 10% soon.
I'm adding these gems for 10x swing play:
(stocks returns yesterday vs past year)
1. $AMD…↗
Jun 6
Serenity — If you’re curious:
$4649 for 107,894,491 (100M+) impressions!
All of this is going to dog rescues, will be doing large donations later!
It’s ~$600 / dog rescued, so it scales pr…↗
Jun 6
PhotonBull — I hope you guys bought the dip
No panicans!
$AAOI $ASTS $NBIS $MRLN $FCEL https://t.co/0Cef4OH4Qk↗
Jun 6
PhotonBull — Good morning, hope everyone survived yesterday
Bit busy yesterday so did not have time to monitor and buy the dip until after the close
Turned out to be a fortunate move as it k…↗
Jun 6
Serenity — How are all you regards on $RDDT down -99% after 2 red days?
Is it that hard just to hold indiviudal stocks like $AAOI or $MRVL that are already high-beta?
You can be right dire…↗
Jun 5
Black Panther Capital — If you’re invested in either:
$AAOI $NBIS $IREN $OUST $CIFR $ASTS $RKLB $NOK $ONDS $PNG.V
Here’s what I do:
Close the app. Add when I can.
Come back in 14-21 days when the tide…↗
Jun 5
BULL OF BRITAIN — DCA adding to
- $MRVL
- $DOCN
- $Mirae buy-order on open
- $AIXA
- $Kioxia
- $AAOI
- $NOK
- $HYLN
When times are hard, take time off. When times are easy, lock-in.↗
Jun 5
mon — $AAOI went from green to -9.44%.
I was very surprised by how strong it was today. Now it has finally joined the rest of the market. https://t.co/C4axxoJu3u↗
Jun 5
Serenity — Fun times with market corrections.
Leaders from $NVDA down -4.87% to $MU down -7.03%. High beta names like $PL down -22.02%.
Funny to see media always trying to explain like:…↗
Jun 5
Serenity — @ClewyCat $SIVE is #1, $AAOI is #2 used wrong wording above.
Generally a fan of:
- $SIVE (CPO lasers)
- $AAOI (End-to-End pluggable/cpo)
- Foci (FAU +passive components $TSM COUP…↗
Jun 5
PhotonBull — Don't fade the strength in $AAOI
Reminds me of $NBIS during the Iran War
When the fud was over, it exploded to the upside
Let's see how this ages in a few weeks↗
Jun 5
Serenity — @awodias No, $AAOI is primarily pluggable exposure. But they have large exposure to CPO too, hence why I included the word photonics.
Second favorite pure play CPO exposure would…↗
Jun 5
Alex A.C. — @aleabitoreddit "I feel like it’s just imminent to double or triple if they execute?"
A x3 buddy, a x3 $AAOI↗
Jun 5
mon — $AAOI is one of those stocks I wish I had bought earlier.
I'm currently up 24.23%.
Thanks to early investors - @DollarCostAvg and @BlackPantherCap for sharing me their DD. https:…↗
Jun 5
Serenity — @DanyloAkymenko $AAOI is my current favorite US long.
I personally cost average recently whenever it dips to $150, or even $170.
$JBL should preform really well once they’re 1.6T…↗
Jun 5
Michael | Hypermarkets — When $SPY crashes 10%-20% this summer, everything will be on sale.
Add these 16 stocks for the reversal of a lifetime:
1. $NOW — AI automates every enterprise workflow at scale
B…↗
Jun 5
Serenity — $AAOI is one of the names I keep averaging up on since $28.
Just from random shower thoughts… I feel like it’s just imminent to double or triple if they execute?
There’s just to…↗
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 — 1. $SIVE
2. $CRCL
3. $NBIS
4. $AAOI
5. $AXTI
Posting my analysis on each of these companies here.
Don't miss out and follow me.↗
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
Alex A.C. — @crux_capital_ @JoshTradeOption IF... IF they executes well, $AAOI by faaaaar↗
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…↗
— @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…↗
May 26
Alex A.C. — @demian_ai That's like Nvidia assuring DRAM & HBM supply: the Transceiver manufacturers that have closed deals with non-Chinese suppliers, are the winners
$LITE 💪 (I hope $A…↗
PhotonBull — This guy introduced me to some stocks before
Most notable ones:
$AAOI at $40
$AEHR at $40
$NOK at $8
$SOI at €50
When he brings up a new trade idea I make sure to listen 🫡↗
May 25
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
PhotonBull — $SOFI is now at the same price as it was at the end of 2024
It has given back all the gains of the bullrun since then
I wonder what happened here and if it could be an opportunit…↗
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
PhotonBull — Does anyone know when $LYTE starts trading?
The @roundhill photonics ETF
Very excited for this one! Probably going to end up buying some, I remember
$DRAM was almost a doubl…↗
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 21
PhotonBull — Why do people bother trying to short AI growth stocks like $TE with fud reports
What is the goal here? Do they sell after the -10% from them releasing the report😂
Always buy the…↗
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
Alex A.C. — @labubu_trader @ShanghaoJin $AAOI in scale-across too
https://t.co/OONQjSmCLf↗
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
PhotonBull — My top three stocks in each theme I am tracking right now.
Space:
$ASTS: direct to cell satellite broadband, the only listed pure play on unmodified phone connectivity from orbit…↗
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 14
Tradable Astronaut — Find your appropriate risk, and trade the strongest names that are at the tip of your fingers.
You can create a very high win rate and boost your success rate in the market
That…↗
May 14
Tradable Astronaut — Energy, Photonics, Storage & Sp🅰️ce have been the leading sectors all year
$LITE $AXTI $AAOI $SDNK some of the leaders of the year
Now we have SpaceX IPO less than a month away,…↗
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
Alex A.C. — @aleabitoreddit $LITE and $AAOI are/will be in CPO too buddy↗
May 13
KawzInvests 🦑 — Are you winning anon? $AAOI https://t.co/y2JsyhKfwW↗
PhotonBull — This is what we call goat level performance
Recommend following this guy for anything related to AI/photonics/memory/agentics
$DOCN $SNDK $AAOI↗
May 13
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
Alex A.C. — CPO adoption timelines: NO consensus 🧐
$COHR push it even further (until year 2030 Transceivers and OCS will be the kings)
However, any adoption starting from 0 means a great ra…↗
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
Gaetano — We need to remind Photonics companies they are overvalued
They shouldn't keep going up
$LITE ATH
$COHR ATH
$SMTC ATH
$AAOI ATH
$CIEN ATH
$GLW ATH
$ALMU ATH
$HUBN ATH
$AEHR ATH…↗
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
Alex A.C. — @PhotonCap $AAOI developing high power Lasers for CPO starting production next year 👌↗
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
Alex A.C. — Obviously other very different Industry, but applies the same concept.
For the Panicans 🐔🐔🐔 that see the stagnation in $AAOI margins and panic: guys, they are only starting. Ke…↗
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
Gaetano — We're seeing a trend with earnings
Companies that are already viewed from the market as having significant optics exposure are dropping 10-15%
Like $LITE $COHR $AAOI $FN $GLW…↗
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…↗
Gaetano — Alright, so while this call was very exciting $AAOI
We need to stay grounded again.
I laid out all my thoughts, my concerns, what I am watching, and how I am approaching it here…↗
May 8
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…↗
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
Gaetano — $AAOI
I want to be clear, these are PROJECTIONS.
SO MUCH has to go right for them to hit these goals.
There is plenty of execution risk.
But they are talking about ~$6B annua…↗
May 7
Serenity — @nasdaq90 $AAOI is up 451% in the past 6 months while $IREN is up a solid 6%.↗
May 7
Alex A.C. — $AAOI
According to the Management, target of... almost $500 MM in Revenue per month from mid-2027 on 😱🔥🔥
Clearly supply-demand situation in Optics/Photonics Networking is so…↗
May 7
Gaetano — $AAOI
They confirmed that the prior $371/m projection for mid-2027 is REVENUE, not capacity
AND
They raised that projection to $471/m for mid-2027 (not including CATV)
To put…↗
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
Gaetano — $AAOI
Not the best print, that's for sure
All about the call
Listening now↗
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%…↗
PhotonBull — Rough market day, but expected after such a legendary run
What, if anything, are you adding?
$ASTS $KRKNF $AAOI $EOS.AX $MU $DRAM $SNDK $NBIS $ONDS $AVEX https://t.co/sgTVf7e2EN↗
May 7
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
Gaetano — Alright, today is the day $AAOI
What do you all care about the most?
What do you want/need to hear?↗
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
Alex A.C. — $COHR
- The 6-inch production has higher yields (than 3-inch) according to the company 🧐
- Its CPO/NPO ramp up will start this very year 2026 😱
Good Guidance for Q4 (would imp…↗
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…↗
Alex A.C. — $LITE call
Certainly, the InP Laser supply is GIGA TIGHT 😱🔥 One of the main manufacturers of the world (oligopoly) buying CW Lasers externally 😱
Tranceivers ramp up is, so to…↗
May 6
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
Alex A.C. — "By 2030, pluggables [Photonics Transceivers] are projected to account for approximately 85% of scale-across ports shipped" - Marvell
One of the $AAOI products... (yep, AAOI can p…↗
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 5
Gaetano — $FN Fabrinet reported earnings today.
Stock reaction is negative so far.
The market may be focused on:
> Negative FCF
> Datacom revenue down QoQ
> Supply constraints broadening…↗
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
Shay Boloor — Last week was wild for anyone tracking the AI cycle.
We got a ton of new data on where things are heading and we covered it all on the latest Futurum Equities podcast:
• Big Tec…↗
May 3
Alex A.C. — Optics/Photonics TAM x13 for the next years 😱🔥🔥
Remember that Transceivers and OCS are the big bros here ( $LITE - $COHR - $AAOI ), with CPO expected to be a minor part until 2…↗
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…↗
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
Gaetano — We've got an even BIGGER week coming up
$LITE $COHR $AAOI $FN
$FN on Monday
$LITE on Tuesday
$COHR on Wednesday
$AAOI on Thursday
Over the next 24 hours I'm going to repost a f…↗
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…↗
May 2
PhotonBull — This gave gave you $AAOI on a silver platter at 30-40$
Did you listen?↗
May 2
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +487%
2. $AAOI +426%
3. $SNDK +400%
4. $AEHR +361%
5. $BE +234%
6. $VIAV +210%
7. $INTC +170%
8. $LITE +158%
9. $WDC +150%
10. $NVT…↗
May 2
Shay Boloor — KEY LEVELS TO WATCH FOR POPULAR STOCKS
• Bullish | $NVDA, $AMD, $MU, $AVGO, $NBIS, $ONDS, $AEHR, $CIFR, $RKLB, $IREN, $AAOI
• Hold | $TSLA, $OKLO, $IONQ, $HIMS, $OPEN
• Bearish |…↗
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 2
Gaetano — $AAOI Do we think we get another moment like this?
I remember listening to the call and my jaw was literally dropped for 5 minutes straight
I have never listened to a call like t…↗
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
PhotonBull — What a day
What a week
What a year
$AAOI $NOK $NBIS $LITE $SOI↗
May 1
Alex A.C. — @KawzInvests "The 1.6T supercycle is here"
And the InP Laser bottleneck. $AAOI manufactures its own InP Lasers too!
Ie., has a solid foundation for the next step in Photonics: C…↗
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
Gaetano — $AAOI now almost a 6x!
What an exciting company
Next weeks earnings are going to be insane
What are you all expecting?↗
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…↗
May 1
Gaetano — @KhtanHussain there sure are!! Big ones. And yeah it was a great week.
We've got $LITE on tuesday
$COHR on wednedsay
$AAOI on thursday
I cannot wait. It's going to be insane↗
— $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
Alex A.C. — $AAOI Applied Optoelectronics
Circled in red what matters. ASPs for unit (around):
- 800G Transceivers: $250 s
- 1.6T Transceivers: $350 s
So, according to the own company (IF...…↗
Apr 29
Alex A.C. — @PhotonCap I hope $AAOI can also produce Lasers for the future CPO architecture (I'm confident about it)↗
Apr 29
Shay Boloor — $AAOI won a ~$21M Texas grant to expand semiconductor and photonics manufacturing in Sugar Land.
The project adds a 210K sq. ft. facility for AI data center transceiver production…↗
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…↗
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
Gaetano — How I weight my optics portfolio
$LITE $COHR $AAOI $AXTI $POET
I get asked often about my port
And also what ETF is best for optics exposure
So I created a MOCK ETF that reflect…↗
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
CK Capital — Market is giving some great discounts today.
These are my favorite:
$CRDO down 8%
$AAOI down 11%
$COHR down 5%
$LITE down 5%
$MRVL down 5%
$NBIS down 4%↗
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
Shay Boloor — @Micro2Macr0 @meetblossomapp Currently own $AEHR, $CRDO and $AAOI in the Growth Portfolio with $ALAB in the Family Portfolio.
All have already rerated from my original entries but…↗
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
Shay Boloor — 2026 IS THE YEAR OF PHOTONICS
• $GLW glass fiber & cable infrastructure for optical networks
• $MRVL optical DSPs & custom interconnect silicon for AI clusters
• $CRDO retimers, D…↗
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…↗
Apr 25
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AEHR +375%
2. $AAOI +365%
3. $SNDK +317%
4. $BE +166%
5. $NVTS +142%
6. $LITE +139%
7. $WDC +135%
8. $INTC +124%
9. $ARM +115%
10. $DOCN…↗
Apr 25
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Semiconductor multi-year PEG ratios:
• $INTC ~3.…↗
Alex A.C. — @aleabitoreddit $AAOI is recovering the losses of the past days. Still plain vs past weeks↗
Apr 24
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
Shay Boloor — $GOOGL TPU shift is now pulling demand across the full AI compute stack from silicon & packaging to optics, power & memory:
• CPU Architecture: $ARM
• Optical Circuit Switch: $COH…↗
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
Alex A.C. — @TheRayMyers - Solid real stories: $LITE, $COHR, $CIEN
- Potential huge growth, still to prove execution: $AAOI
- Speculative, rather ahead in valuation, with strong confirmations:…↗
Apr 21
Alex A.C. — According to $COHR :
The main engine of growth from a Revenue pov in Optics/Photonics for the next years until 2030 will still be Transceivers and OCS; CPO will be a relative smal…↗
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
Alex A.C. — @PhotonCap - Laser Sources: $AAOI and $SIVE too!!↗
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 21
Gaetano — Update!
$POET $CRDO $AEHR $AAOI $SMTC $COHR
My personal watchlists are fairly conservative
But when they hit a few weeks ago, they produced some nice gains!
$AEHR
Level 1 - $30…↗
Apr 21
Trade Whisperer — $LITE $GLW $COHR $AAOI $AXTI https://t.co/QgmilVpzIJ (ELASER)
The global AI optical transceiver market is projected to reach US$26 billion in 2026, up from US$16.5 billion in 2025…↗
Apr 20
Gaetano — On February 27 I posted the $AAOI earnings call breakdown and the data-center transition setup that was taking shape.
Since then:
• >$200M 1.6T volume order from a major long-ter…↗
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
Gaetano — Photonics is a stack!
$AXTI $AIXA $TSEM $AEHR $LITE $GLW
Here is a clean map of the sector.
Please bookmark & share!
A laser, a photonic chip, a finished module, and a deployed…↗
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…↗
Apr 19
Shay Boloor — THE OPTICAL PHOTONICS BOTTLENECK
As AI clusters scale past copper’s physical limits, the bottleneck shifts to optical & these are the companies building that layer across the stac…↗
Serenity — @PhotonCap Basically every time $AMZN has these warrant agreements like $ALAB 2024, $AAOI 2026, volume orders go brrr↗
Apr 18
Trade Whisperer — @danreese347 Good question. I shared the the outlook for Advanced Packaging a little here but more on Patreon.
I've been prioritizing $TSM over $AMKR $ASE $INTC but I am slowly s…↗
Apr 18
Trade Whisperer — AMA is open again. Ask Me Anything!
21 years in HBM, DRAM & NAND. Graduate research in Silicon Photonics (Micro Plasma) & Lasers.
Semiconductors, advanced packaging, opti…↗
Apr 18
Shay Boloor — KEY LEVELS TO WATCH FOR POPULAR STOCKS
• Bullish | $NVDA, $TSLA, $AMD, $MU, $AVGO, $NBIS, $ONDS, $AEHR, $CIFR, $RKLB, $IREN, $AAOI
• Hold | $HOOD, $OKLO, $IONQ, $HIMS, $OPEN, $SOF…↗
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
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AAOI +357%
2. $AEHR +315%
3. $SNDK +288%
4. $LITE +143%
5. $BE +139%
6. $WDC +116%
7. $PL +95%
8. $TWST +89%
9. $NBIS +88%
10. $COHR +87…↗
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
Gaetano — Earnings seasons is almost upon us
$COHR $LITE $AAOI etc.
Provided such good opportunities
Especially during their earnings calls
In this instance, $COHR dipped hard. And it cr…↗
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
Alex A.C. — $AAOI
"AOI Expands Its Houston-Area Footprint to 900,000 Square Feet to Increase Capacity and Support Future Growth" 😱🔥🔥
Well, looks like they already have room for those new…↗
Apr 17
Gaetano — $AAOI Just crushing all the legitimate bear cases
More expansion announced today
Capacity ramping hard
Maybe those revenue projections for 2027 are legit
Read more here:
https…↗
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 17
Gaetano — As someone heavily exposed to optics like
$LITE $COHR $CIEN $AAOI etc.
I want exposure to copper too
Companies like $CRDO and $SMTC are decent sized positions for me
Learn more…↗
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
CK Capital — People think they already missed photonics.
They haven’t.
$AAOI, $LITE, and $COHR are still in the early innings of the most important infrastructure upgrade the technology indust…↗
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 16
Trade Whisperer — $LITE $GLW $COHR $TSM $ASX $AXTI $AAOI
“Scale up focused optical technologies, protocols, and switch architectures are foundational to building scalable, multi-rack, high performa…↗
Apr 16
Trade Whisperer — $LITE $GLW $AAOI $COHR $AXTI $TSM $ASX
Tech titans have formed the Optical Compute Interconnect Multi-Source Agreement (OCI MSA) to develop an open, standardized specification for…↗
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
Gaetano — Watchlist update is live‼️
$lite $mrvl $poet $smtc $sive etc.
This is no longer a static piece that gets fully redone every few weeks. It is going to function more like a living d…↗
Apr 15
PhotonBull — $AAOI seems to be consolidating after the big run
Still like this stock and think it should go higher but personally rotated some funds towards smaller European photonics/CPO play…↗
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…↗
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
Shay Boloor — I initiated two brand new positions in the growth portfolio a couple weeks ago to expand my AI hardware bucket:
• $AAOI ($79.43) +85%
• $CRDO ($94.97) +70%
Applied Optoelectroni…↗
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
CK Capital — $ALMU just secured $4M+ in US government contracts for quantum dot lasers and quantum nonlinear materials with $TSEM Tower Semiconductor as a manufacturing partner.
$ALMU is up al…↗