Applied Optoelectronics, Inc. (AAOI) news and analysis
I gave six AIs $10,000 for AI stocks. Five bought SoundHound (SOUN), one bought a construction company.
Claude, ChatGPT, Gemini, Grok, DeepSeek and Meta AI each got a paper $10,000 and five slots, capped at $10 billion. Five bought SoundHound. Claude bought a gas-plant builder. Two of them broke the rules on the first try.
All seven Magnificent Seven stocks fell today. Here's where that money actually went (July 23, 2026)
All seven Magnificent Seven stocks were red by late morning Thursday, led by Tesla's 14% drop on an earnings miss and Alphabet's close-to-7% slide despite beating estimates, on another capex raise. Amazon and Meta sold off too ahead of next week's reports. The money didn't just leave, it rotated: into defense on Lockheed's earnings beat, and out of quantum, SaaS and space.
Tesla (TSLA) and Alphabet (GOOGL) are falling hard. The rest of the AI trade isn't (July 23, 2026)
Tesla and Alphabet kept falling through Thursday morning even as chipmakers, neoclouds and photonics stocks held up fine. Oil topped $100 a barrel after Trump threatened to bomb Iranian infrastructure over any new attack on shipping.
Jim Cramer's tech calls are still lagging the rest of his book. Intel is 1 for 5, and IBM crashed the day after his second buy call.
Jim Cramer's tech calls are still his weak spot. Intel is 1 for 5 since June, IBM is down nearly 30% since his back-to-back buy calls, and his tech picks trail the Nasdaq-100 by more than three points a call even after Tuesday's chip bounce.
Sivers Semiconductors (SIVEF) diluted shareholders by 17% in two days. Then its insider lockup expired.
Sivers Semiconductors (SIVEF) grew its share count by about 17% in two days in early July, between a SEK 700 million raise and a lender's debt-to-equity conversion. An insiders' lockup then expired July 16, and the stock, still without a rebuttal to short seller Ningi Research's claims, is down roughly 67% from its 52-week high.
A short seller says a third of Sivers Semiconductors' (SIVEF) revenue is dubious. Its CEO and board bought shares anyway.
A short seller says 31% of Sivers Semiconductors' 2025 revenue is dubious and Sweden is probing an information leak. Its CEO and full board bought shares anyway, right as its laser chips landed a real GlobalFoundries partnership.
The Close, July 14: IBM lost a quarter of its value, and SK Hynix's Nasdaq stock jumped 27%
IBM lost about a quarter of its value in a single session after a weak preliminary report, and the damage spread across enterprise software. SK Hynix's brand-new Nasdaq stock went the other way, jumping 27% on a day chips broadly rallied.
SemiAnalysis says Nvidia's Kyber AI rack is delayed to 2028: what it means for NVDA, AMD, and the photonics trade
SemiAnalysis says Nvidia's Kyber NVL144 rack is delayed more than a year to 2028, its backup design was scrapped, and Rubin Ultra was quietly cut in half. NVDA barely moved and AMD jumped instead. Here's what it means for the wider photonics trade, from Coherent and Lumentum to POET Technologies.
Bullish Watch, week of July 6: four oversold names, and one that already bounced
This week's Bullish Watch: CleanSpark (CLSK), Nokia (NOK), Teradyne (TER), and Ondas (ONDS) are oversold; AeroVironment (AVAV) already bounced on a beat-and-raise plus a fresh Army contract.
Applied Optoelectronics (AAOI) popped today and I'm still long. Here's my real thesis, and why I'm ignoring the AMD rumor.
Applied Optoelectronics (AAOI) jumped about 9% today. My swing-trade take: the real thesis is the $1.1B-plus revenue guide, the $200M 1.6T order, and a 6x capacity ramp. The AMD talk is unconfirmed X chatter. I'm long, here's how I see it.
It is not just the chips: optics, memory and the neo-clouds all sold off this morning
The whole AI build-out sold off Monday morning, not just semiconductors. Optical names like Coherent (COHR) led the drop, memory (MU) and the neo-clouds fell hard, and Nebius (NBIS) was the lone holdout. What is going on.
Bullish Watch, week of June 29: four AI names we're watching into the July 4 week
Our first weekly bullish watch. Four AI-related names heading into the holiday-shortened week of June 29, each with a real catalyst and the risk that comes with it. Watching, not recommending.
AAOI cracks its floor: why photonics is getting routed today, and why the AI optics story holds
AAOI is down 14% into the $140s and the whole optical complex is bleeding. A deep dive into the sector rout, the broken chart, and why the long-term AI photonics thesis is still intact.