Google is identified as an immensely valuable company, with its investments in AI clearly demonstrating its financial success and market value.
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AAOI, COHR & GLW: The Next AI Photonics Winners?
Jun 5, 2026
The creator highlights AOI (Applied Optoelectronics, Inc.) as a potentially overlooked AI photonics opportunity, detailing a recent profitable short-term trade and discussing the company's strong revenue growth and consistent uptrending pattern. The video also touches on the broader AI infrastructure market and the importance of identifying undervalued companies.
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AMD is mentioned as a comparison point for revenue, doing about twice as much revenue as GLW but being six times larger.
AAOI is presented as a primary AI photonics opportunity with strong revenue growth and a consistent uptrend, making it attractive for short-term trades and long-term investment.