I'm going to say this for the last time: the market is seriously underestimating $AAOI.
The stock is trading around $110, roughly 53% below its 52-week high, yet the bullish signals continue to pile up.
$LITE CEO Michael Hurlston just revealed that Lumentum's optical components are effectively sold out through early 2029. He also said the company cannot meet roughly 70% of demand for certain products through 2027.
Meanwhile, $AAOI is aggressively expanding its own manufacturing capacity to address booming AI infrastructure demand. Management expects demand for its 800G and 1.6T products to exceed production capacity through mid-2027, with plans to increase production capacity from roughly 200,000 units per month to 650,000 by year-end.
The business is delivering too. Q2 revenue surged 86% YoY to a record $191.9M, while data center revenue jumped 140% to $107.7M. Management projects approximately $471M in MONTHLY data center transceiver revenue by mid-2027 if it executes successfully. That's roughly $5.65 BILLION annualized.
And here's another major catalyst: the $600M ATM offering that weighed heavily on the stock is finally complete, removing a major source of selling pressure.
Think about the setup: competitors are sold out years in advance, demand is overwhelming supply, AAOI is expanding production aggressively, revenue is surging, and a major dilution overhang has just been removed.
Yet $AAOI is still trading around $110.
The AI revolution doesn't just need GPUs. It needs the optical connections that allow those GPUs to communicate. AAOI is positioning itself to supply that critical infrastructure.
At around $110, I strongly believe $AAOI deserves to trade above $150 as the company executes its expansion plans.
I own the stock, and I'm holding for the long term.
Bookmark this.
+522% IN TWO YEARS. VERIFIED. ONE SETUP.
And Clement Ang's @Clement_Ang17 MAIN trading setup is so simple that most traders would probably overlook it.
No secret indicators. No complicated strategy.
Just Oliver Kell's Price Cycle and one particular stage:
THE EMA CROSSBACK.
One of my absolute favorite entries as well.
If a new trader asked me where to start, I'd show them these 8 minutes before recommending another trading course.
This might be the most valuable 8-minute trading lesson you'll watch this year.
💵Potentially worth MILLIONS over a trading career.
📕Watch it. Study it. Bookmark it.
Huge thanks to @WordsofRizdom and @chartfanatics. 👇
Helpful guide to hiring your first @Grok@Bot employee.
It really is like hiring an amazing helper that learns your needs and gets smarter almost every day!
3 big watches:
1) $AMD continuation move (double hammer candles on DAILY chart) towards $635 and $640 (calls)
2) $AAPL upside potential and confirmation bottom is in at $325 (calls) and big reversal yesterday
3) $NVDA all time highs breakout here for a move towards $235+ super strong move just looking for confirmation and needs to stay above previous day high and ideally break above premarket high.
Remember, you dont need MORE trade-ideas, you need better quality execution on the trade that is already working.
$LITE CEO: "Next year with the advent of CPO and NPO in 2027, our estimates are that we'll be undershipping demand...
By 70%. Literally 70%. So we can only supply 30%.
And this has caught us by supply. By 2029-2030, we get to some level of balance."
Source: Global Photonics Economic Forum Day 1 (7:57:15 - 7:58:00)
Any other players with laser capacity coming online are probably going to get more market attention soon.
6 no-equipment ab exercises that actually hit.
Clear form + clear reps. Perfect if you train at home and want real core work without excuses.
Save this and run it today.
Abs show up from consistency, not from perfect conditions.
Every trader should bookmark this website.
1,102,467 backtested strategies, free to browse.
Every one shows profit factor, drawdown, trade count and win rate.
Fork one with Claude and you get the full rules and the code:
https://t.co/eChh7hBdNg
10 free GitHub repos for trading on Polymarket…
Here’s everything you need to automate and make your trading more efficient:
1. A bot with 118 ready to use trading strategies and tools for prediction markets (arbitrage between Polymarket and Kalshi, Binance-Polymarket latency, DCA bots, Mean Reversion, Penny Clipper and more).
https://t.co/oC5DpzPhmo
2. The largest Polymarket dataset with over 107 GB of real trading data, based on more than 1 billion trades.
It was analyzed by 5 professors from Shanghai University.
https://t.co/7hj5ZXRz0K
3. A backtesting simulator that lets you test any of your own ideas and strategies on real historical markets.
It simulates your trades and shows your potential pnl, win rate and all possible risks.
https://t.co/fmzzTgXAUl
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https://t.co/nvb96dTIwx
5. A tool for analyzing the trading behavior of any Polymarket trader.
It finds repeated patterns in his trades, shows which strategies he uses and how you could adapt them to your own trading.
https://t.co/SzdjHtASLt
6. A trading bot toolkit that includes arbitrage, copy trading, market making, whale alerts, spread farming, sports trading and more.
https://t.co/p3obYeQTzO
7. A weather bot that scans different sources in real time, like weather forecasts, airport data and aviation observations (METAR) to collect the latest temperature data and generate a detailed weather report for any specific city and day.
https://t.co/No3sBcqMg1
8. A Claude powered trading terminal that connects directly to Polymarket.
It can analyze markets in real time, track prices, suggest possible trades or even trade for you.
https://t.co/5kFPrvOY3E
9. This repo will help you to build your own AI agents.
https://t.co/N2omyp2W8H
10. A huge collection of more than 150 useful tools and materials for prediction markets (from analytics dashboards and AI agents to trading bots and educational resources).
https://t.co/jqvVR9106v
All of these repos come with a detailed step by step setup and usage guide in English.