Applied Optoelectronics remains a high-conviction leader, with the market focused on the 800G transceiver ramp.
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Earnings Season Continues and it Will Move the Market 📊🔥 Earnings season just hit full throttle
Mr M TradesNew
Mr M Trades previews a high-volatility earnings week, highlighting key AI, data center, and crypto-linked stocks that will test current market record highs.
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Fabrinet is highlighted as a key 'pick and shovel' play for AI optical switches ahead of their earnings.
Palantir's earnings report serves as a critical test for the commercial viability of generative AI software.
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AAOIbuy opened May 4, 2026
-44.03%