AAOI Applied Optoelectronics, Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
11:08
02 сен
02 сен
The author compares AAOI as the execution play with more visibility against SIVE.
The author compares AAOI as the execution play with more visibility against SIVE as the asymmetric riskier option, but stops short of taking a directional position.
Низ.
10:53
02 сен
02 сен
Supply-chain and timeline commentary on Marvell's SiPH/CPO plans.
Supply-chain and timeline commentary on Marvell's SiPH/CPO plans, with Europe/Japan sourcing noted as factual observations and no explicit positions taken by the author.
09:13
02 сен
02 сен
AAOI compared with SIVE business model
Comparative mention only; AAOI characterized as manufacturing-heavy transceiver model, no directional commitment.
Низ.
23:49
01 сен
01 сен
Author shares a friend's technical levels for daily watch but emphasizes macro and fundamentals.
Author shares a friend's technical levels for daily watch but emphasizes macro and fundamentals override short-term TA, so no directional position is taken.
Низ.
22:53
01 сен
01 сен
AI enablers named in top niches
Listed under AI enablers in a top-five investment niche list; no explicit directional position or individual catalyst disclosed.
Сред.
22:42
01 сен
01 сен
AAOI lease-capacity reply; no position.
Watch AAOI because the reply agrees lease space is likely not idle, but does not state ownership, buy language, or a forward actionable call.
Сред.
22:20
01 сен
01 сен
AOI signs Texas leases, reply no stance.
Author references a post with AOI's new Texas long-term lease details, no directional stance in their reply.
Низ.
21:47
01 сен
01 сен
AAOI watch; no explicit position.
Watch AAOI because the post reports lease-expansion facts without author ownership, buy language, or a forward actionable call.
Сред.
16:21
01 сен
01 сен
"Agrees AAOI long-term bullish, dilution and noise pass"
Author explicitly agrees with parent's thesis that short-term macro noise and dilution will pass, and long-term outlook is extremely bullish with management potentially reaching or exceeding 2027 guidance; current price is a joke. Endorses adding shares on this opportunity.
Сред.
15:59
01 сен
01 сен
Author highlights CRDO's 88% AEC market control and full AI interconnect product stack.
Author highlights CRDO's 88% AEC market control and full AI interconnect product stack, framing it as a deep-dive bullish thesis ahead of earnings, while other tickers are read-through beneficiaries.
15:53
01 сен
01 сен
The author reports a broad market selloff in several tech and crypto-related stocks after.
The author reports a broad market selloff in several tech and crypto-related stocks after a Trump comment, without expressing any directional position or trade idea.
Низ.
13:55
01 сен
01 сен
AAOI cited as competitive benchmark; watch.
AAOI is mentioned as the incumbent competitor in optical transceivers for AI data centers. The author makes no directional call, so this is a watch on the competitive landscape.
Сред.
12:58
01 сен
01 сен
AAOI capacity ramp and AI transceiver focus detailed
Details AAOI's capacity ramp to 650k+ units/month, 800G/1.6T transceiver focus for AI clusters, and domestic US packaging moat as structural growth drivers; presents operational setup favorably without explicit position language.
Сред.
12:46
01 сен
01 сен
The author recently added this U.S.-based manufacturer to capitalize on the volume production of 800G and 1.6T optical transceivers demanded by hyperscalers.
Выс.
11:50
01 сен
01 сен
AAOI outperforms in 2027 on transceivers
Long AAOI for 2027 transceiver demand visibility and expected 1.6T qualification completion. The $600m ATM overhang is a near-term drag but does not impair the long-term demand story.
Сред.
21:00
31 авг
31 авг
AAOI named as looking good; no catalyst
Names AAOI as looking good; provides no explicit catalyst or reasoning.
Низ.
20:35
31 авг
31 авг
Trimmed AAOI into post-Leopold euphoria.
Trimmed AAOI near $140 because the post-Leopold unwind euphoria looks strong but temporary; repositioning toward LITE, which has held the rally better.
Сред.
20:13
31 авг
31 авг
Optical transceiver sales projected up 25–50%
SEMICON Taiwan notes: optical transceiver sales seen +25% in 2025 and +50% in 2026; silicon photonics share >50% by 2027; CPO mass production H2; bottlenecks in lasers, fibers, connectors, testing.
Низ.
14:51
31 авг
31 авг
Author notes TSM's local sourcing preference and contrasts Taiwan silicon photonics strength.
Author notes TSM's local sourcing preference and contrasts Taiwan silicon photonics strength with US names pulling back, framing it as market observation rather than a trade call.
Низ.
14:29
31 авг
31 авг
Author sold PNG.V and SIVE at losses, trimmed OUST.
Author sold PNG.V and SIVE at losses, trimmed OUST, and raised cash to 14% while maintaining bullish AI infrastructure positions, citing macro risks from rising yields and oil.
13:49
31 авг
31 авг
AAOI core holding in optics portfolio
Author discloses a core long-term optics portfolio including AAOI, signaling durable positioning through architectural transitions; active management around the core while holding for multi-year timeframe.
Сред.
13:17
31 авг
31 авг
"AAOI expands U.S. optics capacity"
Buy AAOI as U.S. capacity expansion aligns with growing AI optics demand; company positioned to benefit from domestic AI infrastructure buildout.
Сред.
10:20
31 авг
31 авг
AI data centers lift AAOI transceiver demand
Buy AAOI on hyperscaler AI data center buildout; memory supply reservations ensure continuous infrastructure expansion, driving 800G/1.6T transceiver demand.
Сред.
09:25
31 авг
31 авг
AAOI watch as InP laser name
Watch AAOI as additional InP laser supplier in silicon photonics ecosystem; secondary beneficiary name, no position stated.
Сред.
05:44
31 авг
31 авг
AAOI fine, ATM overhang weighs
Author defends AAOI as fundamentally sound but excludes it from a merchant laser supplier basket; the $600M ATM creates overhang. No ownership stated, so watch only.
Сред.
22:20
30 авг
30 авг
AI optical connectivity spend lifts AAOI
Buy AAOI because AI clusters need high-speed optical links to connect accelerators, and deployment spend should shift to that connectivity layer.
Сред.
20:22
30 авг
30 авг
Optical semi supply chain mapped
Maps optical-semiconductor supply chain: AXTI InP substrate wafer pulling, COHR vertical InP laser diode/optics, LITE 800G/1.6T ramps, AAOI U.S. assembly; no directional view.
Сред.
18:11
30 авг
30 авг
The author sarcastically suggests oil news will trigger a selloff in these AI names.
The author sarcastically suggests oil news will trigger a selloff in these AI names, but the tone is rhetorical and hedged, not a directional trade call.
Низ.
12:45
30 авг
30 авг
Author initiated a new core long position, targeting asymmetric upside protected by fundamentals.
Выс.
11:39
30 авг
30 авг
Watch AI networking names from basket
Watch these networking names as complex networking suppliers tied to AI compute buildout bottlenecks. No stated author position.
Сред.
Об аналитическом покрытии AAOI
Buzzberg отслеживает AAOI (Applied Optoelectronics, Inc.) в 83 источниках. Бычьих сигналов: 805, медвежьих: 11, от 83 аналитиков. Сентимент преимущественно бычий (38%). Всего отслеживается 2087 торговых идей. За последние 7 дней: бычьих: 9, наблюдение: 48. Последние спикеры: pep_invest, aleabitoreddit, ren_stocks.