Applied Optoelectronics Inc. (AAOI) is presented as a key player in the photonics sector, crucial for AI data centers, with the creator holding a position and planning to trim around $100.
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My Photonics Play for Monday 23rd. Not financial advice.
Mar 22, 2026
The creator discusses the growing importance of photonics in AI data centers and highlights Applied Optoelectronics Inc. (AAOI) as a potential investment. They mention having a position in the stock and plan to trim around $100, noting its volatile nature and the need for careful position sizing.
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