Coherent Corp. is mentioned as part of an equal-weighted photonics ETF strategy, with a current price range provided.
Source Post
Are you buying AAOI now ?
Road to 100k PortfolioMay 7, 2026
The creator discusses Applied Optoelectronics Inc. (AAOI), noting its recent 20% drop and mixed earnings report. Despite the stock's performance, the creator highlights the company's role in AI infrastructure and its potential for future growth, suggesting a 'buy' sentiment with a focus on long-term investment rather than individual stock picking.
Linked Mentions
Tickers discussed in this post
Lumentum is mentioned as part of an equal-weighted photonics ETF strategy, with a current price range provided.
The creator suggests buying AAOI due to its significant drop and its crucial role in AI infrastructure, despite recent mixed earnings.
Linked Signals
Tracked calls opened from this post
No linked signals were opened directly from this post.