The creator mentions AMD in the context of potential supply chain agreements with AAOI, but does not provide a specific investment thesis for AMD itself.
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The creator is bullish on Applied Optolectronics (AAOI), highlighting its role in AI data centers and its s...
Charan InvestsJun 7, 2026
The creator is bullish on Applied Optolectronics (AAOI), highlighting its role in AI data centers and its significant revenue growth potential. They note strong order backlogs from major clients like Oracle and Amazon, and project substantial annualized revenue from transceivers. The stock is considered undervalued given its growth prospects.
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The creator mentions Nvidia in the context of potential supply chain agreements with AAOI, but does not provide a specific investment thesis for Nvidia itself.
The creator is loading up on AAOI, citing its strong revenue growth, significant order backlog, and undervalued stock price relative to its potential.
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AAOI
buy opened Jun 7, 2026
+8.22%