$AAOINASDAQ
Applied Optoelectronics (AAOI) in Serenity's X Posts
Optical networking
Datacenter optical transceiver supplier targeting 800G/1.6T for AI networking infrastructure.
Tracked mention (Jun 5, 2026):
Price when mentioned: $177.00 • Return since mention →
Serenity Thesis for $AAOI
Context from Serenity's (@aleabitoreddit) public X posts.
One of Serenity's core high-conviction CPO/photonics plays, tied to high-speed optical transceivers.
Historical Position Context Serenity mentioned averaging up on AAOI since $28, and noted that it grew from $30 to $175 in 2025/2026.
Recent Serenity posts mentioning $AAOI
Excerpts with links to the original public posts on X.
Thu Oct 22 18:00:48 +0000 2026I feel like markets are seeing a lot of forced liquidations and panic selling right now. You have peers like $LITE sold out completely into 2029, and are starting negotiations for 2030. So seeing a company like $AAOI now worth $5.7B despite all their laser/transceiver/ELSFP…Thu Oct 22 14:02:31 +0000 2026@aleabitoreddit Max pain right now with $AAOI. Just holding until we get catalysts next year.2026-10-21 08:23Yes I still have $AAOI and personally think the $6.6b valuation doesn’t price in next year’s inflection happening Q2 next year onward. I personally modeling somewhere around ~$1.9B quarterly revenue Q4 2027, ~40% gross margins. With another bump in blended gross margins as…Tue Oct 20 23:16:56 +0000 2026Divergence between fundamental demand and valuations are now at extreme levels. You're seeing accelerating procurement from $SMCI to $SPCX vs. collapsing equity prices on $AAOI to colo players. After ERs, I think Oct 2026 will be seen as a DeepSeek / April tariff opportunity2026-10-19 16:44Last major $SIVE disclosure was 100M CW DFB laser capacity Q4 2027. And a new foundry partner (that makes 2 including Win Semi). Expected $JBL revenue coming in H1 2027 (with lasers for Jabil's 1.6T LRO scaling up H2 2027). There's channel checks along the way like CIOE where…2026-10-19 15:45I can't give advice on what others should do but from what I'm seeing from $AAOI revenue ramp, it looks something like this from disclosed capacity. -> $858M Q1 2027 -> $1.29B Q2 2027 -> $1.62B Q3 2027 -> $1.89B Q4 2027 -> $2.14B Q1 2028 They're sitting on $6.8B MC right now.…Tue Oct 13 09:23:21 +0000 2026@aleabitoreddit Market doesn't even care about Datacentre stocks 90% lease rental margins in 2027, or your favourite $AAOI revenue ramp in 2027. Extremely short term market right now. Robotics won't be ready for a while.