Added to YB: 2026-04-15
Pitch date: 2026-04-13
AAOI [neutral]
Applied Optoelectronics, Inc.
-35.12%
current return
Author Info
No bio for this author
Company Info
Applied Optoelectronics, Inc. engages in the design, manufacture, and sale of fiber-optic networking products in the United States, Taiwan, and China.
Market Cap
$11.8B
Pitch Price
$154.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
-536.14
P/E
-223.67
EV/Sales
23.02
Sector
Communications Equipment
Category
growth
TRADE ALERT: Sell Applied Optoelectronics, 65% Return
AAOI (exited position): Sold after 65% return in ~1 month from $90 entry. Originally targeted $130 by late 2027. Exiting amid choppy market conditions to preserve gains & rotate capital. Inflection strategy: buy businesses poised for rapid FCF growth, sell into strength, repeat. Portfolio now has room for 3 new positions.
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