Credo (CRDO) is a top holding that is highly favored over Applied Opto Electronics (AOI) due to its superior revenue growth, higher gross margins, profitability, and consistent guidance.
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Turning FOMO into feedback: Improving your growth stock investing strategy
Growth Investing MasteryApr 15, 2026
The creator discusses the psychological aspects of FOMO and tilt in growth investing, using Applied Opto Electronics (AOI) as a case study. They analyze their past decision to sell AOI, the subsequent massive run-up in its stock price, and whether it was a mistake or variance. The video also compares AOI to their current holding, Credo (CRDO), highlighting Credo's superior financial metrics and growth prospects, ultimately concluding that they likely made the right decision to sell AOI despite missing out on gains.
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Lumentum (LI) is mentioned as a watch list company that experienced a significant stock price increase after its earnings, contributing to the creator's feelings of FOMO.
Amprius (AMX) is mentioned as a watch list company that shot up significantly after its earnings, adding to the creator's frustration about missing opportunities.
SanDisk (SNDK) is mentioned as a watch list company whose strong earnings report was missed, contributing to the creator's feelings of FOMO and questioning their stock selection skills.
Marvell (MRVL) was mentioned as a peer in the optics field whose positive commentary on optics demand provided some initial confidence in Applied Opto Electronics.
The creator discusses Applied Opto Electronics (AOI) as a case study for FOMO and tilt, analyzing their past decision to sell the stock and its subsequent significant price increase.
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CRDO
buy opened Apr 15, 2026
+43.56%