The creator is holding a small position in AAOI, having previously recommended buying it at $88, and sees its role in AI infrastructure as a key driver.
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Comment “Stock” to know my holdings
Mar 24, 2026
The creator discusses Applied Optoelectronics Inc. (AAOI), noting its recent 30% surge and their previous buy recommendation at $88. They explain the company's role in AI infrastructure and optical networking, highlighting its importance for AI data centers and high-speed data transfers. Despite taking profits, they maintain a small position and emphasize the importance of position sizing in volatile markets.
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