📄 $AAOI 10-Q — what changed
MD&A now says: "Management's Discussion and Analysis of Financial Condition and Results of Operations ​ You should read the following discussion and analysis of our financial condition and results of operations in conjunction with our consolidated financial stateme

🔴 $AAOI — Yeh Shu-Hua (Joshua), *** See Remarks
SOLD: 6,000 shares @ $120.03
Total: $720K
Filed Oct 4, 2026 · 8:00pm ET
📈 History & trend → https://www.formdelta.com/ticker/AAOI

#InsiderTrading #AAOI #StockMarket

Applied Optoelectronics Completes $600 Million ATM Stock Program Applied Optoelectronics completed a $600 million at-the-market...

https://www.narrowit.com/news/applied-optoelectronics-completes-600-million-atm-offering-2026-10-05
#AppliedOptoelectronics #AAOI #AtTheMarketOffering #AiDataCenters

#AAOI Applied Optoelectronics Announces Completion of Previously Announced At the Market Offering

https://www.stocktitan.net/news/AAOI/applied-optoelectronics-announces-completion-of-previously-announced-sggoxaasn9r9.html?utm_source=stocktitan-bluesky&utm_medium=social

Breaking News: ( NASDAQ: $AAOI ) AOI Marks 1 Millionth 1.8GHz Amplifier Shipped, Unveils New Broadband & Optical Product Demos at SCTE TechExpo 2026

#AAOI AOI Marks 1 Millionth 1.8GHz Amplifier Shipped, Unveils New Broadband & Optical Product Demos at SCTE TechExpo 2026

https://www.stocktitan.net/news/AAOI/aoi-marks-1-millionth-1-8g-hz-amplifier-shipped-unveils-new-cut3nsov83ee.html?utm_source=stocktitan-bluesky&utm_medium=social

#AAOI AOI Brings First Live Quantum30 3.0GHz Concept Demo to SCTE TechExpo in Atlanta

https://www.stocktitan.net/news/AAOI/aoi-brings-first-live-quantum30-3-0g-hz-concept-demo-to-scte-tech-nubm4de9ub6j.html?utm_source=stocktitan-bluesky&utm_medium=social

📊 $AAOI 60.2x vol

[SIGNAL] $AAOI volume surged 60.2× on 1 exchange. Probability of a confirmed directional move is indeterminate without price and multi-exchange validatio...
#AAOI #cryptocurrency #btc #cryptobsky #whale #orderflow
🔗 https://voiceofchain.com/event/vol_AAOI_20260920_183628

Ouch 🩸

AI hardware stocks took a hit as tech leaders called for a slowdown. Trump says full speed ahead.
🔴 #TER -12%
🔴 #COHR -12%
🔴 #ALAB -11%
🔴 #ARM -9%
🔴 #AAOI -8%
🔴 #SMCI -8%
🔴 #LRCX -7%
🔴 #VRT -7%
🔴 #ASML -7%
🔴 #AMAT -7%
🔴 #MRVL -7%

So… I'm not trying to be Panglossian… but I really think the market is way wrong here and that this weekend's developments strengthen the long-term bull thesis on AI stocks. Capability pacing, capacity racing. #NVDA #AMD #MU #AVGO #ORCL #SNDK #AAOI #TER #GLW #CRDO #MRVL #INTC

🔊 New Being Exponential episode

- Iran oil spike plus sticky inflation overhang
- #AMZN custom silicon deepens #QCOM partnership
- QCOM deal lifts #MRVL, #AVGO, #AAOI
- #AIS super-cycle ETF is new favorite
- AI bifurcation regains its financial truth

🔗 youtu.be/IHkAOGfjZeU

The Dow is down 600 points, the S&P 500 is red, and even the Nasdaq is down... but #SMH is +1.5%, #SOXX is +2%, #AIS is +3% with #SMR #COHR #LITE #CRWV #AXTI #AAOI #BE #SMTC #GLW all up 8%+ today.