The creator views AAOI as a strong buy opportunity following a recent sell-off, citing its vertical integration and potential for significant revenue growth by 2027.
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The creator discusses the photonics sector, highlighting the massive growth of memory stocks like SanDisk,...
Aug 3, 2026
The creator discusses the photonics sector, highlighting the massive growth of memory stocks like SanDisk, while identifying Applied Optoelectronics (AAOI) as a high-risk, high-reward opportunity for the next 1-2 years due to its vertical integration in the photonics space.
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The creator uses SanDisk as a historical example of massive growth in memory stocks, noting that the opportunity has already passed.
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AAOIbuy opened Aug 3, 2026
+17.14%