Applied Optoelectronics (AAOI) shows strong revenue growth of 83% year-over-year, driven by its laser components for high-speed fiber optic networks.
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The creator discusses three stocks they are watching during a market pullback: Micron (MU), Marvell (MRVL),...
Andre InvestsJun 10, 2026
The creator discusses three stocks they are watching during a market pullback: Micron (MU), Marvell (MRVL), and Applied Optoelectronics (AAOI). They highlight Micron's significant past gains and analyst price targets, Marvell's potential for a 4X move due to its role in data center and networking chips, and AAOI's strong revenue growth driven by fiber optic network components.
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Marvell (MRVL) is poised for a significant '4X move' as it designs chips for data center, storage, and networking, and is set to join the S&P 500, potentially driving passive fund buying.
Micron (MU) is a high-conviction buy due to strong demand outstripping supply and a significant analyst price target, indicating substantial room for growth.