- Positions
- 2
Opened position · May 1, 2026
AAOIEntry: $189Current return: −57%Went long $AAOI at $189, 923% above the run's low. The trade is down 57% from entry.
Entry to peak
+23%Entry
$189
May 1, 2026
Peak
$234
May 13, 2026
Current price
$82
−57%now
- Entry vs the low
- 923% above the low
- low $19 on Nov 21, 2025
- Max drop since entry
- −72%
- May 13 → Oct 22, 2026
- Current price
- $82
- −57% from entry
The journey
Trade 1
LongEntry to peak +23%Ranked trade30D return −16%Opened position
Long AAOIEntry: $18930D return: −16%May 1, 2026, 16:20 UTC
Added to position · 8 times
Long AAOIAvg price: $15930D return: −16%May 28, 2026, 23:11 UTC to Jul 15, 2026, 21:14 UTC
Show all 8 trades
Added at $170May 28, 2026, 23:11 UTC
Added at $156May 29, 2026, 15:11 UTC Retrospective trade
@joedab12 @SaiseiInvesting I think we increased out position by 15% in the past few days
Added at $155May 29, 2026, 15:33 UTC
@joedab12 @SaiseiInvesting on the weekly, the VWAP from March lows has been perfect for $AAOI, bouncing every single time on many weekly candles so we just sized up even bigger but will trim if VWAP does not hold... we treat up to 1/3 of core positions as swing trades t.co/hBf9Z1Ah88
Added at $156May 30, 2026, 07:46 UTC
@Dubbiosismo @_HalalTrader_ $AAOI already pulled back -25% from the highs… that’s good enough for me to start adding again.
Added at $174Jun 6, 2026, 01:36 UTC
@byron_oja The charts I posted and the positions I started today have nothing to do with the best buying opportunities in the market. We probably added to 1/3 of our positions today because I can underwrite a 30% CAGR or higher in all of them for the next 3-5 years ie $TMDX $HROW $CRDO $HIMS $AAOI and many others.
Added at $201Jun 8, 2026, 18:12 UTC Retrospective trade
Just left the 75 minute meeting with $AAOI management... I'm definitely even more bullish now than I was going into the meeting... if $AAOI wasn't already a top 7 position and/or wasn't up 13% today I'd be increasing our position by 30% or more. I really hope we get another pullback because i'd love to load up again under $160. I'll try to put together a post in the next few days with my thoughts... it's becoming very clear that most investors aren't bullish enough on optics and we're still in the very early innings. Giddy up!!!! NFA DYOR **We own $AAOI at @FirstWaveFund and added to our position several times last week... just wish I had added more.
Added at $148Jun 23, 2026, 21:04 UTC
@FinnStockinger @AtlasShrug1 @EhrmantrautCap_ I have not done a separate post about the $AAOI meeting but I’m buying the dips.
Added at $109Jul 15, 2026, 21:14 UTC
@babyfolio @Claudiu327865 We sold some puts yesterday on $NBIS and today on $AAOI We have a very small $ASTS position that we started after the stock was already down 45% from the highs. Might be time to start selling puts on $ASTS to lower the cost basis while collecting some premium.
Trade 2
LongEntry to peak +23%30D return −5%Opened position
Long AAOIEntry: $10630D return: −5%Aug 28, 2026, 15:35 UTC Retrospective trade
We had a great call with $AAOI management yesterday... we were very bullish going into the call... we're even more bullish after the call and thus increased our position by approximately ~15%. Management reiterates that demand is not the problem.. it's all about capacity which t.co/h22iZh3rkE
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More journeys on $AAOI
Serenity
+542%Went long $AAOI at $36, 97% above the run's low. The trade is up 126% from entry.
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Daniel Romero
+426%Went long $AAOI at $44, 140% above the run's low. The trade is up 85% from entry.
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Ariel Hernandez
+412%Went long $AAOI at $46, 147% above the run's low. The trade is up 80% from entry.
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