We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
Applied Optoelectronics, Inc.
Information Technology · Communications Equipment
AI optical transceiver vendor for hyperscaler datacenter networks (400G/800G interconnect). 9M, +86% YoY and +27% QoQ, a 5th consecutive record quarter; 800G volumes more than doubled sequentially. 6M (42%). 06). 24M in May, so dilution stays the structural overhang.
Amazon ~50% historical concentration (annual filings, not a quarterly disclosure). 1Bn cap after a ~52% drawdown.
The thesis, the numbers, the bear case and the level map for AAOI, in one read. The deep version of what you just read.
See the dossierEach weekday: the scan's ENTER setups with entry, stop and target, every new ticker teardown, and the bubble shifts that move names like this one. Free. Education, not advice.
No spam. One email per day max. Pro adds Telegram trade alerts and higher AI-assistant limits.
No major news in the last 7 days for AAOI - only listicles and opinion pieces, which we filter out by default. See everything anyway.
SMA 200 (weekly) - multi-month trend anchor. Last tagged ~2024. Loss = parabolic regime structurally broken; thesis-reset level.
BB80 (4H) lower band. The cleanest structural buy on a parabolic correction - first floor below the broken BB80 mid. Best R:R long entry zone; stop below $100.
User-supplied 2026-04-25