Serenity
2026.05.13 15:27

$Applied Optoelectronics(AAOI.US) is now up ~6-7x at $200+.

Feels like nobody else was long last year aside from me and like two other people on X?

Remains one of my top high conviction optical longs moving forward into 2027 due to massive revenue ramp + Made in America supply chains.

Source: Serenity

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