Tradr 2X Long AAOI Daily ETF

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Neumora Therapeutics

Iveda Solutions

Tortoise Energy Infrastructure Corporation

Open Lending

Fathom

Defiance Daily Target 2X Long Wyfi ETF

AAOI

Applied Optoelectronics rose 3.17% in after-hours trading; Lumentum Holdings rose 1.53% in after-hours trading, with a transaction volume of $8.64 million; Nokia rose 0.93% in after-hours trading, with a transaction volume of $2.84 million; XunYuan Communication rose 1.12% in after-hours trading, with a transaction volume of $510,200

Price Alert

Applied Optoelectronics

Lumentum

Nokia Oyj

Ciena

U.S. stock night trading anomaly: Applied Optoelectronics rose 3.17% in night trading, supported by a $500 million credit, AMD's laser supply expectations boosted

AAOX

Serenity maintains a bullish stance on Applied Optoelectronics (AAOI), citing its scarce laser capabilities for hyperscalers and U.S.-based supply chain. The firm projects AAOI's H2 2027 monthly revenue at $471 million, implying a $5.6 billion annualized run rate and $13.5 billion market cap. While anticipating major volume inflections in late 2028, Serenity warns of potential volatility from an active $600M ATM offering, bearish commentary, and macro factors.

CoinLive

NVIDIA

NVIDIA Corporation

STOCKS | Serenity Says It Remains Bullish on High-Conviction AAOI Long

Hung-Lun (Fred) Chang, an insider at Applied Optoelectronics (NASDAQ:AAOI), sold 34,000 shares on June 12 for approximately $5.66 million to cover tax withholding obligations related to equity vesting. This transaction reduced his direct holdings by 9.43%, leaving him with 326,453 shares valued at roughly $54.4 million. The sale was disclosed via an SEC filing.

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Comerica

Raymond James Financial

COMERICA INC 6.875 % DEP PFD SER B

RAYMOND JAMES FINANCIAL INC 6.375%DEP SHS REP 1/40TH FXD FLTG SER B

Insider Selling: Applied Optoelectronics (NASDAQ:AAOI) Insider Sells 34,000 Shares of Stock

Applied Optoelectronics fell 10.64%; Lumentum Holdings fell 7.97%, with a transaction volume of USD 4.124 billion; Nokia fell 5.50%, with a transaction volume of USD 1.469 billion; Cisco fell 0.37%, with a transaction volume of USD 1.007 billion; Arista Networks fell 0.69%, with a market value of USD 211.5 billion

Cisco

Arista Networks

U.S. Stock Market Midday Update: AAOI down 10.64%: Analysts do not recommend, profit in doubt, positive factors in optical communication cannot hide short-term pressure

LITE

COHR

LITU

LITX

LITZ

COHX

AAOI fell 8% to $175.64 during regular trading as optical communications peers Lumentum and Coherent also declined.

US Stock Market Update

Coherent Corp.

T-Rex 2X Long Lite Daily Target ETF

Tradr 2X Long Lite Daily ETF

Tradr 2X Short LITE Daily ETF

Tradr 2X Long COHR Daily ETF

Marvell Tech

Applied Optoelectronics tumbles 8% as optical communications stocks pull back

应用光电公司盘中跌 8.77% 至 174.755 美元，光通信板块集体回调，Lumentum 跌超 3.6%。

应用光电公司跌近 9% 光通信概念股集体回调

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Trade Showcase

$Applied Optoelectronics(AAOI.US)AAOI is a fantastic stock I have talked about countless times with a strong fundamental story clear to those with the appropriate knowledge. It is one of the established providers for the networking aspect of the AI stack which enables the hardware to scale and become more powerful as well as efficient. TLDR; The AI stack is moving towards optics versus copper which allows more efficient scaling as the clusters gets bigger. To be fair, there are other big names competing in this sector which is fast becoming as critical as memory is to AI such as ALAB and COHR. However AAOI has a clear advantage in that it produces everything in house and is expanding production which are US based whereas the others outsource some parts of the process which is usually outside of the US.@Bridge Buzz SG

Astera Labs

$Applied Optoelectronics(AAOI.US) is the high beta optical play, so when the optical trade unwinds this one swings the hardest. small position only for me

Any others in the same sector with potential?

DCMCMCCC

$Applied Optoelectronics(AAOI.US) ripped 10% on raised guidance to 1.1 billion, 800G and 1.6T demand is exploding. optical is the next AI leg 🔥

AAOI plus Nokia both flying, the AI optical networking trade is finally getting its moment. riding it 💪

The AI trade started with GPUs, moved to memory, and the next bottleneck is moving data between all those chips fast enough. That is an optical problem, and it is why names tied to optical interconnec...

AI's Next Bottleneck Is Light: Why Optical Interconnect Is Having A Moment

New reports that $AMD(AMD.US) is scrambling for CW laser supply. And is negotiating large-scale purchase orders for CW Lasers to ensure its production capacity is not constrained by $NVIDIA(NVDA.US) (Trendforce)Obvious CW laser beneficiaries: - $SIVE (AMD went to GFS for CPO, Sivers reference laser level)- $Applied Optoelectronics(AAOI.US) (Rosenblatt analyst checks)Lumentum/Coherent are kinda booked out way into 2028 as well. Lumentum is especially constrained for CW capacity already from existing EML contracts (so they probably are buying from Sumitomo/Furukawa and co). Maybe Macom and Japanese giants still have spare capacity. (disclosure, own aaoi/sivers).I predicted this last year and said hyperscalers should go more upstream to secure capacity... at laser levels, epiwafer levels, or even inp substrate levels. To not get bottlenecked by Nvidia.

GlobalFoundries

Sumitomo Electric Industries, Ltd.

Furukawa Electric Co., Ltd.

Macom Tech

Today, there's a new report that China eased InP substrate exports. Which is expected to relieve mass production bottlenecks in the photonics market (source: Digitimes)My optical positions are very happy to hear this:From $AXT(AXTI.US) (substrates), $IQE (epiwafers) to $Applied Optoelectronics(AAOI.US) (lasers) / $Lumentum(LITE.US) / $SIVE, and others. Taiwanese optical players like VPEC, Landmark, and others should go brrr as well. Just to recap: the photonics market, especially for laser companies is moreso &#34;how much can you make&#34; rather than how much demand is there. InP substrates was one of the main bottlenecks affecting upstream capacity. So if you're able to make more = more revenue.

IQE plc

$Applied Optoelectronics(AAOI.US) 50ma is good, but that pink line test at 125-120 excites me more, that's a real buy zone. Patience, we are getting that entry which is a high R/R.

Markets should be cheering on domestic champions like $Applied Optoelectronics(AAOI.US). Since it's ideal to support critical AI infra from laser fab to production in the US, rather than being a bear.Feels like everyone just outsources transceivers to Asia like Malaysia or Thailand...With $Intel(INTC.US), $IQE, $XFAB, $Micron Tech(MU.US), $Wolfspeed(WOLF.US), $SOI, $SIVE, and others... If you haven't noticed by now, they're all critical to US supply chains. And every one of them are getting subsidies for securing Western supply chains. Before a major trade was to short developing US/Western equities, then hedge with subsidized foreign ones. As seen with the energy/solar firms that went bankrupt, this backfired a lot on US AI infrastructure years later with the power grid. I wanted to help change this mindset, since I believe it's very positive sum to invest in building up critical Western supply chains like photonics today. Especially if $Applied Optoelectronics(AAOI.US) hits their $471m/month projections after reshoring their production to America. Instead of hoping they fail and calling critical nodes in the supply chains memestocks/bubbles, maybe it's good to change mindsets a bit so we don't see a repeat of the US Solar sector years later. US/EU don't just hand out subsidies or CHIPS act grants to anyone.

Wolfspeed

Micron Tech

Solaris Energy Infrastructure

Intel

INTEL-T

$Applied Optoelectronics(AAOI.US) getting whacked with the whole optical group on the CPO delay scare. but NVDA's networking team literally said no delays, so this feels overdone 🤔

Tradr 2X Long AAOI Daily ETF(AAOX.US)

U.S. stock night trading anomaly: Applied Optoelectronics rose 3.17% in night trading, supported by a $500 million credit, AMD's laser supply expectations boosted

STOCKS | Serenity Says It Remains Bullish on High-Conviction AAOI Long

Insider Selling: Applied Optoelectronics (NASDAQ:AAOI) Insider Sells 34,000 Shares of Stock

U.S. Stock Market Midday Update: AAOI down 10.64%: Analysts do not recommend, profit in doubt, positive factors in optical communication cannot hide short-term pressure

Applied Optoelectronics tumbles 8% as optical communications stocks pull back