Applied Optoelectronics, Inc. (AAOI) news and analysis
Sivers Semiconductors (SIVEF) diluted shareholders by 11% in two days. Then its insider lockup expired.
Sivers Semiconductors (SIVEF) grew its share count by about 11% 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 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.