Stock Detail

$AAOI

Technology · 77 tracked mentions in the last 90 days across 23 creators.

Valuation and creator stance reflect the last 90 days. The mention feed below shows the latest tracked mentions across all history.

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Valuation Signal
UndervaluedHigh confidence
Creators are framing AAOI as undervalued.

AAOI leans undervalued across 16 creators and 36 classified valuation claims, with 20 direct claims carrying most of the signal.

Creator Stance
Moderate Buy · 65%
Based on 23 creator stances in the last 90 days.

Creator Evidence

Why creators say this

Valuation Filters
Cupboard Investor
Undervalued

Explicit claim • strong conviction • basis: growth vs multiple

I think it should be trading three times more next year.

Basis: growth vs multiple
Its Junny Yang
Undervalued

Explicit claim • strong conviction • basis: price target upside

The CEO says the real demand is near $1.5 billion, but they can build $1.1 billion worth this year, sold out into 2027 and still adding capacity.

Basis: price target upside
Joe Investss
Undervalued

Explicit claim • strong conviction • basis: drawdown discount

down almost 50% in the past month... Analysts currently have a price target of $190 and the stock is currently sitting at $80.03.

Basis: drawdown discount
Charan Invests
Undervalued

Explicit claim • strong conviction • basis: multiple relative

Stock is considered undervalued at ~2.5x forward sales given its growth rate. The creator is loading up on AAOI, citing its strong revenue growth, significant order backlog, and undervalued stock price relative to its potential.

Basis: multiple relative

Mention History

Latest mentions across all history

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