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The creator presents a bullish thesis for Applied Optoelectronics (AAOI), citing strong demand for co-packa...

May 30, 2026

The creator presents a bullish thesis for Applied Optoelectronics (AAOI), citing strong demand for co-packaged optics and a vertically integrated business model. Despite a recent price drop due to a capital-raising ATM offering, the creator views the stock as undervalued based on future revenue targets.

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Tickers discussed in this post

AAOIBullishHigh ConvictionSignal-backedPrimary

AAOI is viewed as undervalued with significant upside potential by 2027, trading at a low price-to-sales ratio relative to its growth targets.

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Tracked calls opened from this post

AAOI
buy opened May 30, 2026
-18.50%