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Applied Optoelectronics: Growing Hyperscaler Ties Bode Well For A Comeback (NASDAQ:AAOI)
Seeking Alpha· 2025-10-31 19:41
It's been about 2.5 years since I initiated coverage on fiber-optic networking products company, Applied Optoelectronics ( AAOI ), wherein I rated the stock a Buy, betting on the company’s business model transition. In the article, I pointed outI'm an avid investor with a long-term, and sometimes contrarian, approach to equities investing. I started out as a Tech analyst but now also cover Commodities and Energy sectors as the world navigates the energy transition.Analyst’s Disclosure:I/we have no stock, op ...
Applied Optoelectronics: Growing Hyperscaler Ties Bode Well For A Comeback
Seeking Alpha· 2025-10-31 19:41
It's been about 2.5 years since I initiated coverage on fiber-optic networking products company, Applied Optoelectronics ( AAOI ), wherein I rated the stock a Buy, betting on the company’s business model transition. In the article, I pointed outI'm an avid investor with a long-term, and sometimes contrarian, approach to equities investing. I started out as a Tech analyst but now also cover Commodities and Energy sectors as the world navigates the energy transition.Analyst’s Disclosure:I/we have no stock, op ...