Status Update: Applied Optoelectronics $AAOI
3 months ago
Unemployed Value Degen
"AAOI (update): Data center transceiver supplier approved by 3/5 hyperscalers (Microsoft, Meta, Amazon). Q2 revenue +139% YOY, TTM +77%. $4B Amazon supply deal potential (warrants tied to purchases). Risk: 2018 quality failure caused stock collapse $70→$2. Bull case: 5% market share by 2029 could drive $2.5B revenue, implying $141 price target vs current $27."
Sentiment
neutral
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Status Update: Applied Optoelectronics $AAOI
Source:
Unemployed Value Degen
Published:
September 25, 2025
Idea Type:
Stock Idea