#$AAOI is an active hashtag on Bluesky. In the last 30 days, 12 people shared 31 posts with it — around 1 a day. Activity is up 200% versus the previous week, peaking on Aug 2 with 5 posts.
Tags most often used together with #$AAOI.
open.substack.com
Lumentum CEO Warns of Severe InP Shortage
Lumentum CEO warns indium phosphide supply is tighter than DRAM and NAND as Nvidia invests billions to secure lasers for AI data centers amid soaring demand.
aistockwire.com
AI stock battle week 3: all six AIs up 16%+, DeepSeek 24%
All six AI models finished week 3 up at least 16%, with DeepSeek up 24%. Four made no trades. Claude and Meta AI sold Innodata (INOD), and AAOI rose 47%.
v1s1on_3ndl3ss_ @v1s1on-3ndl3ss.bsky.social
Markets On Close August 7, 2026 Into The #Weekend #DOW 0.24% #NASDAQ 1.28% #SP500 0.57% #Bitcoin 1% #WTI #Crude #Oil $78.18/bbl #Diesel $3.9024 a gal #Gasoline $2.9853 a gal #NatGas $2.6620/MMBTU #Brent $83.4/bbl #Gold $4,395 #Silver $63.50 #Brickell #Housing #Office Market 📈
aistockwire.com
AAOI double beat: why it tanked to $115, then clawed back
Applied Optoelectronics (AAOI) beat Q2 revenue and profit and guided Q3 up 42%. The stock spiked to $142, tanked to $115, then clawed back near $125.
chippub.substack.com
Optical Chips, Undercurrents Surging
This in depth analysis reveals the three tier landscape of photonic chip materials, comparing silicon photonics, TFLN, and ferroelectric PZT/BTO across optical transmission and AI computing scenarios.
notreload.xyz
Trump Admin Drafts Ban on Chinese Data Center Parts
Trump administration is drafting an FCC ban on Chinese optical transceivers for US data centers to protect AI infrastructure from security risks.
aistockwire.com
AAOI stock jumps on FCC draft ban for Chinese transceivers
Reuters says the FCC may ban imports of new Chinese optical transceivers. AAOI, Fabrinet, Coherent and Lumentum all gapped up. AAOI earnings land Thursday.
aistockwire.com
AI stock battle week 3: all six AIs up 16%+, DeepSeek 24%
All six AI models finished week 3 up at least 16%, with DeepSeek up 24%. Four made no trades. Claude and Meta AI sold Innodata (INOD), and AAOI rose 47%.
v1s1on_3ndl3ss_ @v1s1on-3ndl3ss.bsky.social
Markets On Close August 7, 2026 Into The #Weekend #DOW 0.24% #NASDAQ 1.28% #SP500 0.57% #Bitcoin 1% #WTI #Crude #Oil $78.18/bbl #Diesel $3.9024 a gal #Gasoline $2.9853 a gal #NatGas $2.6620/MMBTU #Brent $83.4/bbl #Gold $4,395 #Silver $63.50 #Brickell #Housing #Office Market 📈
aistockwire.com
AAOI double beat: why it tanked to $115, then clawed back
Applied Optoelectronics (AAOI) beat Q2 revenue and profit and guided Q3 up 42%. The stock spiked to $142, tanked to $115, then clawed back near $125.
chippub.substack.com
Optical Chips, Undercurrents Surging
This in depth analysis reveals the three tier landscape of photonic chip materials, comparing silicon photonics, TFLN, and ferroelectric PZT/BTO across optical transmission and AI computing scenarios.
notreload.xyz
Trump Admin Drafts Ban on Chinese Data Center Parts
Trump administration is drafting an FCC ban on Chinese optical transceivers for US data centers to protect AI infrastructure from security risks.
aistockwire.com
AAOI stock jumps on FCC draft ban for Chinese transceivers
Reuters says the FCC may ban imports of new Chinese optical transceivers. AAOI, Fabrinet, Coherent and Lumentum all gapped up. AAOI earnings land Thursday.
open.substack.com
InP: Why the Shortage?
Lumentum CEO warns InP shortage may surpass memory chips. AI data center demand surges, capacity lags until 2028. Learn why InP supply is critical.
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