AAOI Applied Optoelectronics, Inc. Loading... : Bullish and Bearish Analyst Opinions
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11:08
Sep 02
Sep 02
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.
LOW
10:53
Sep 02
Sep 02
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
Sep 02
Sep 02
AAOI compared with SIVE business model
Comparative mention only; AAOI characterized as manufacturing-heavy transceiver model, no directional commitment.
LOW
23:49
Sep 01
Sep 01
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.
LOW
22:53
Sep 01
Sep 01
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.
MED
22:42
Sep 01
Sep 01
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.
MED
22:20
Sep 01
Sep 01
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.
LOW
21:47
Sep 01
Sep 01
AAOI watch; no explicit position.
Watch AAOI because the post reports lease-expansion facts without author ownership, buy language, or a forward actionable call.
MED
16:21
Sep 01
Sep 01
"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.
MED
15:59
Sep 01
Sep 01
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
Sep 01
Sep 01
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.
LOW
13:55
Sep 01
Sep 01
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.
MED
12:58
Sep 01
Sep 01
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.
MED
12:46
Sep 01
Sep 01
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.
HIGH
11:50
Sep 01
Sep 01
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.
MED
21:00
Aug 31
Aug 31
AAOI named as looking good; no catalyst
Names AAOI as looking good; provides no explicit catalyst or reasoning.
LOW
20:35
Aug 31
Aug 31
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.
MED
20:13
Aug 31
Aug 31
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.
LOW
14:51
Aug 31
Aug 31
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.
LOW
14:29
Aug 31
Aug 31
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
Aug 31
Aug 31
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.
MED
13:17
Aug 31
Aug 31
"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.
MED
10:20
Aug 31
Aug 31
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.
MED
09:25
Aug 31
Aug 31
AAOI watch as InP laser name
Watch AAOI as additional InP laser supplier in silicon photonics ecosystem; secondary beneficiary name, no position stated.
MED
05:44
Aug 31
Aug 31
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.
MED
22:20
Aug 30
Aug 30
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.
MED
20:22
Aug 30
Aug 30
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.
MED
18:11
Aug 30
Aug 30
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.
LOW
12:45
Aug 30
Aug 30
Author initiated a new core long position, targeting asymmetric upside protected by fundamentals.
HIGH
11:39
Aug 30
Aug 30
Watch AI networking names from basket
Watch these networking names as complex networking suppliers tied to AI compute buildout bottlenecks. No stated author position.
MED
About AAOI Analyst Coverage
Buzzberg tracks AAOI (Applied Optoelectronics, Inc.) across 83 sources. 805 bullish vs 11 bearish calls from 83 analysts. Sentiment: predominantly bullish (38%). 2087 total trade ideas tracked. Past 7 days: 9 bullish, 48 watch. Latest voices: pep_invest, aleabitoreddit, ren_stocks.