Applied Optoelectronics (AAOI)
Applied Optoelectronics (AAOI) on the public record today: 3 items across AI supply chain, Options, Supply map, each linked to its public source.
Last updated: .
AI supply chain
- AAOI: capital spending $367M in the quarter to 30 Sep 2026, +630% on a year earlier — revenue +127% on a year earlier (SEC filings, 29 Sep 2026) AAOI
Options
- AAOI: price 0.2% above its put wall at 50 — price 50.10 · the wall repeats in 2 of the next 8 expiries · negative gamma · 11 earlier sessions within 1% of it; 64% closed below it within 5 sessions (U.S. options exchanges, 6 Nov 2026) AAOI
Supply map
- Applied Optoelectronics: finances bleeding — losing money and burning cash; under a year of cash at this burn (0.7 yrs); stock 78% below its 1-year high (SEC filings, 7 Nov 2026) AAOI