The creator is holding AAOI, advising to wait for confirmation of buyers stepping back in before adding more, given its volatility and recent pullback from highs.
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The creator discusses Applied Optoelectronics Inc. (AAOI), noting its 50% drop from all-time highs. The pul...
Jul 13, 2026
The creator discusses Applied Optoelectronics Inc. (AAOI), noting its 50% drop from all-time highs. The pullback is attributed to profit-taking, insider selling, and a sector-wide valuation reset. The key question for future growth is whether AI data center demand and hyperscaler spending on optical networking will continue. The creator advises waiting for confirmation before buying due to the stock's volatility.
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