Quantum computing investor. I find mispriced stocks and admit when I lose money. Not financial advice.
Cite asCryptoQuant has tracked the directional calls on AAOI by @InvestorDenis on X since Dec 2025: not yet scored on AAOI (as of Nov 11, 2026).
4 AAOI calls on record, a thin history.
Relative view by default: fewer than 30 AAOI calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @InvestorDenis to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
While $AAOI is trading near $50, most analysts expect a huge upside of over 100%. Why would it not work for a company that almost doubled its revenue in 2025 and is on track to actually double it in 2026? https://t.co/yXWrSpZoLB
View original →$AAOI Q3 2026 earnings: Revenue $269.9M, up 127% YoY GAAP net income $6.3M Adjusted EBITDA $28.5M GAAP gross margin 28.2% Long-term debt $60M Cash balance $621M Operational signals: In Q4 2026, $AAOI expects revenue between $385M and $420M, so it's on track to double 2025 annual revenue Multi-year strategic agreement with a Tier 1 hyperscale datacenter customer Expects to produce over 500,000 pieces of 800G and 1.6 Tb products per month by the end of 2026 2027 capacity expansion plan in the US will take longer Stock is up over 4% pre-market so far. The market appears undecided between the positive financial momentum and delays in the 2027 buildout.
View original →Not predicting how the market will react but I expect $AAOI to reiterate its revenue guidance, so revenue is more than doubled in 2026 over the previous year. https://t.co/Pb1flErPML https://t.co/cCGYfOKhyE
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