Applied Optoelectronics makes optical components for AI data centers, with a large backlog and strong demand, but is currently unprofitable and highly volatile, making it the riskiest of the three.
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The creator highlights three AI stocks with significant rebound potential: Nebius Group NV (NEBU), Marvell...
Jul 14, 2026
The creator highlights three AI stocks with significant rebound potential: Nebius Group NV (NEBU), Marvell Technology Inc. (MRVL), and Applied Optoelectronics Inc. (AAOI). The reel discusses their recent stock performance, business models, revenue growth, and market demand, with a focus on AI-driven opportunities.
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Marvell Technology designs custom chips and networking gear for AI data centers, with revenue up 42% year-over-year and a recent price target raise to $400, suggesting significant upside.
Nebius Group NV is an AI cloud company with massive computing power for AI models, down over 35% from its highs, showing strong revenue growth and potential for a rebound.