Franco

@PhotonBull Bought at 152.08

Back to the bottom of the range on $AAOI as the entire market is getting hammered today We know what to do here

@aleabitoreddit @SMike1271547 Same 152.08

@SMike1271547 I actually just added on $AAOI. Was talking about in general since everything dropped across the board, not specific names MB.

Dip looks like a clear buying opportunity for me personally from $MU, $INTC, to $TSM. Since we got a massive drop off BS narratives like 3 rate hikes off no newly material macroeconomic data (which comes out Thursday). If institutions really believed 3 rate hike sellside garbage that BofA put out: They would profit off it with CME/prediction markets. Which are still projecting 74% no rate hike in July. But they don't. So they're feeding retail investors garbage.

@yianisz Weird how most of high beta is green except photonics

The key phrase isn't the "record follow-on orders" in ClassOne's history. It's that $AAOI is buying more manufacturing equipment to expand optical device production and transition to volume 6-inch InP wafer manufacturing.

@richardgat6k Don't buy $LITE which has been consolidating for 6 weeks in a tight range but top blast SNDK.

When semiconductor stocks fall, my first reaction isn’t to panic—it’s to seize the opportunity to buy at lower prices. $LITE (Lumentum) — Don’t buy $AMKR (Amkor Technology) — Don’t buy $ETN — Buy at $414–$423 $MU — Buy at $1,080–$1,135 $SNDK — Buy at $2,050–$2,160 $VRT — Buy at $325–$340 I often get asked why I don't turn this into paid content, but for me, sharing stock information is just a hobby. I'm not financially struggling, so I choose to share it for free.

@Aktiehedonist Market: best I can do is -7%

I think this goes to show that $AAOI is moving their optical ramp from talk into actual orders and production preparation. I read this as slightly bullish for them.

@crux_capital_ I then sold it around $102 or $120 in July ,after they won the MSFT deal. The stock then proceeded to range between 80 to 130 for nearly a year. Just let $AAOI do it's thing, trust the fundamentals. The revenue ramp. This stock will be $600 in 2027

I stress test my investments $AAOI AOI has been one of my better performing stocks over the last 6 months And it is one of the companies I have covered the most both on X and SS. I have had a good amount of capital allocated along this crazy ride, and in order to feel comfortable doing so, I really need to explore every angle and know what would make the thesis break Check this out

@crux_capital_ I think you and a lot of FinTweet need to chill, let the stock consolidate after a 900% run! This is just like NBIS, if you look at NBIS, it was range bound between July 2025 and March 2026, I first bought $NBIS at $45, the exact date Goldman Sachs initiated coverage.

@PhotonBull Jane Street trapped enough shorts i guess

Someone just woke up $AAOI

@Remzztrades How is your $AAOI short going fam?

Game changer, excited for this

@BULLOFBRITAIN Oh just remembered thanks

$AAOI wtf is this reversal? LMFAO

@WheelieInvestor Lmao 🤣

Markets are deep red on Hyperliquid Expect a bloody monday

Literally the only bear case constantly spouted on X about $AAOI is how executives are selling. Stock is up 900% in 1 year. Why would they not lock in some well deserved gains??

@aleabitoreddit I look at AAOI like NBIS, it was a frustrating hold in the sense the stock really did nothing between July 2025 and April 2026, but look at ut now

I think something to highlight also is not all my ideas are green, especially on short term timeframes! My core three themes are Neoclouds (Energy), Memory, and Photonics. And I'm glad I chose the literal top performers for each segment from $NBIS to $EWY leaps to $SIVE. However, I still have pretty large losses following the false analyst report on CPO delays that $NVDA refuted: That nuked 3 of my TW CPO longs from Foci, Msscorp, Xintec and others. (which are heavily red). Shunsin / Win Semi are holding up much better though. Some of the other ones in Japan that I've mentioned like Towa, Harmonic Drive, NCI, etc. are performing much better following short-term volatility. As for Korea yes I have PTSD for from Auros and now Foosung that are both both red (I didn't own 093370 though, just got PTSD watching price action). Idk if I'll touch Korea again, just way too volatile. But I still think those will end up green eventually following Sk hynix/samsung qualifications + HVM, and the future japanese supply chain shutdown. I also did change some of my previous long ideas like $XLU following the Iran War nuking all chances of rate cuts from 3-4 down to 0, and that didn't play out too well. Three software names I mentioned previously like $TTD, $META ended up red. $SNAP, I also changed my thesis after noticing the endless SBC accounting methods. $RDDT idea was finally in the green from $130 -> $170 after a long time. But I think the vast majority of my ideas like $MRVL, $NBIS, $ARM, $INTC, $MU, $LITE, SK Hynix, Samsung, for larger cap. Down to $AXTI, $LITE, $AAOI, $RPI, $IQE, and others for smaller cap positions directionally play out pretty well. With random stuff like $SIMO, $HPS.A, $TSEM, $AEHR, $LPK, $SOI, $ALRIB, and so on all ended up turning out aight too. The blended average is kinda overwhelmingly green since majority of my long ideas are triple digit YTD. But I've definitely missed a few. Also entry point is really important too... I mentioned $AAOI at $30 or $AXTI at ~$13, but not everyone has the same entry point. So if someone bought AOI at $220 and it dropped to $160, I'd feel bad. But regardless, I'd prefer to judge how ideas play out on medium term timeframes over a few months rather than a few weeks.

@LandoInvests @BlackPantherCap @danroberts0101 Probably won't last longer then 5 minutes. Their PR are always on the side of shady or missing some crucial negative detail that later gets out

@BlackPantherCap @danroberts0101 I cannot wait for the day that a deal is landed + executed on and it’s just a candle like you’ve never seen. That day will be a great day

A lot of impatience selling is hitting $IREN and @danroberts0101 these days. I’ll let you sit with this: "It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently." @danroberts0101 has keept his promises, all the way through. > $IREN is up 492% the past year. > $IREN is up 58% YTD. Imagine $GOOG being up 58% YTD. Would you sell, be impatience, bash the company? My bet is no. One year from now, a lot of investors will look back and wish they had the internal discipline to stick to their strategy. Truth is this is basic human psychology playing out in weak form. Zoom out. Whether it’s 58% or 492% it’s not normal. It’s YOU (your brain, seeking weak dopamine attention) because you’re training your brain to it. -BP Not financial advice.

@Remzztrades $AAOI FOR THE PANICANS Weakness in photonics sector today because $AXTI had a pipe unlock, its down 11% as a result This is nothing to do with AAOI. Thank you for your attention to this matter.

I’m short $AAOI

@Remzztrades bro trying to join Citron

Btw if it has some bad news. It’s $120 next

$AAOI weak because AXTI with pipe unlock dragging it down. People saying $80 next week. Get a grip @Remzztrades

@Remzztrades LOL 0 chance of that happening

So who just slammed $600k into the 80P for $AAOI next week? news coming?

@PhotonBull Consolidating.... check how much these have run since 2025

Some of my favorite names are currently underperforming for different reasons that are not bad fundamentals and that is exactly why I am interested. $ASTS is AST SpaceMobile, building the first space based cellular broadband network designed to connect ordinary smartphones directly to satellites with no special hardware. The BlueBird constellation aims to deliver true direct to device coverage across dead zones worldwide, with carrier partnerships already in place. The weakness is mechanical not fundamental. Since the SpaceX IPO, space names have been bundled into a basket that insiders are shorting to lock in gains, and ASTS gets dragged down with the group regardless of its own progress. That dislocation is the opportunity. $AAOI is Applied Optoelectronics, a vertically integrated maker of optical transceivers and networking components for hyperscale data centers, cable broadband, and telecom. As AI buildouts push bandwidth demand higher, its optics sit directly in the path of that spend. The overhang here is the roughly 600M ATM facility weighing on the stock as the market braces for dilution. That pressure should clear once the raise runs its course, and I expect the supply side drag to be largely finished soon, leaving the fundamentals to reassert. $ONDS, $KRKNF / $PNG.V and $EOS.AX span autonomous drone platforms, marine robotics and directed energy counter UAS systems, three corners of a defense complex being rearmed for a more contested world. Each occupies a real niche rather than chasing a crowded category. Defense simply is not a hot sector for capital right now, which is precisely why these are cheap. The fundamentals are sound and the positioning is strong for where spending is headed, so the patience tax today looks like a discount rather than a warning. I see all of those as very attractive entries here Will revisit in a month

@alc2022 $YDES

I'm up 18X on $PLTR 130X on $AMD But I'm working towards a single pick in Biology that's going to eclipse both