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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.
Each 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.
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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