- Positions
- 2
Opened position · Apr 29, 2026
AAOIEntry: $139Current return: −41%Went long $AAOI at $139, 650% above the run's low. The trade is down 41% from entry.
Entry to peak
+68%Entry
$139
Apr 29, 2026
Peak
$234
May 13, 2026
Current price
$82
−41%now
- Entry vs the low
- 650% above the low
- low $19 on Nov 21, 2025
- Max drop since entry
- −72%
- May 13 → Oct 22, 2026
- Current price
- $82
- −41% from entry
The journey
Trade 1
LongEntry to peak +68%Ranked trade30D return +26%Opened position
Long AAOIEntry: $13930D return: +26%Apr 29, 2026, 01:53 UTC
Trade 2
LongEntry to peak +34%30D return −4%Opened position
Long AAOIEntry: $15630D return: −4%May 31, 2026, 18:13 UTC
@BlackPantherCap Hey those are some of my holdings! 😆 followed! 🤝 No sub here either - deep dive research and content all for FREE. 💪
Added to position · 13 times
Long AAOIAvg price: $15430D return: −4%Jun 9, 2026, 23:55 UTC to Jul 21, 2026, 23:34 UTC
Show all 13 trades
Added at $167Jun 9, 2026, 23:55 UTC
Added at $167Jun 10, 2026, 03:40 UTC
Added at $168Jun 11, 2026, 18:27 UTC
@Million_Sancet Added more as well $AAOI 💪 Lots of heavy BULLISH option flow t.co/OVlzFl7T6v
Added at $169Jun 11, 2026, 19:01 UTC
@jpinsights We are on same page. Added more $AAOI lots of BULLISH flow plus fundamentals strong. Demand 🔥 t.co/KqsQPtEw0c
Added at $170Jun 13, 2026, 03:19 UTC
@athuinvests Thesis has NOT changed, only price. I have been buying MORE. Long $AAOI and it is now my top position. 🔥
Added at $174Jun 16, 2026, 15:22 UTC
Added at $159Jun 18, 2026, 18:45 UTC
@HiCagr I’m here too $AAOI thesis hasn’t changed only price. Adding more here and there. 💪
Added at $162Jun 19, 2026, 02:12 UTC
@chad_ventures The tape and the filings are telling the same story in two different ways. Your system never flipped bearish through the whole run because the order book never did. $324M backlog, the multi-year $MSFT deal, demand running past capacity into mid-2027. To me, that support band you’re watching is really just real demand sitting under the price. Consolidation over crash is the read for me too. The business kept delivering, the stock just got ahead of itself near $223 and is consolidating. Chart and filings agree. That’s usually when I pay attention. Long $AAOI and added more down here.
Added at $162Jun 19, 2026, 18:35 UTC Retrospective trade
@miraclemaster07 @geokoutalidis Sure. On the first part → yes, I'm active across private placements, some venture and pre-IPO secondaries. But I keep that book separate from what I post here, and I don't share deal-level specifics. I have partners and clients as I am licensed and run a wealth advisory @HydraWealth and capital group @hydracapitalgrp 🦑 Furthermore what's right for my book isn't necessarily right for anyone else's. On averaging up generally (not advice, just how I think about it): adding to a winner is a function of conviction and risk budget, not the chart. If the thesis is intact and the position is small relative to where you'd want it, scaling in is reasonable. If you'd only add because it's going up, that's the tape talking, not the thesis. Bottom line, for me, averaging up is a function of conviction and I prefer to add as thesis improves and plays out while derisking occurs. So yes I have averaged up on $AAOI just like I recently did on my $ASTS 💪
Added at $134Jun 28, 2026, 14:46 UTC Retrospective trade
@habits_52 I’m long $AAOI and added more this past week. It’s one of my largest positions. I never recommend to BUY or SELL. It’s about time frame. Photonics are a bottleneck for AI. Long $CRDO as well.
Added at $121Jul 3, 2026, 06:44 UTC
@aadilbassa_ Long $AAOI and added more down here to round this off in a top position for us. ⚡️RE-RATE incoming at $AAOI Pluggable optics are hitting a power and bandwidth wall inside the AI rack. Co-packaged optics is the way around it → the optics move onto the switch and the accelerator instead of plugging in beside them. That's not a spec bump. It changes what $AAOI is. A transceiver vendor sells into a price war. A co-packaged design-in partner gets built into the silicon and is expensive to tear out. If $AMD anchors the first socket and others follow, the story stops being "share gains" and becomes switching costs. That's the re-rate. Not the target. The business model. The optics layer is a chokepoint the buildout can't route around. This is the piece that gets designed in. Long $AAOI 📈
Added at $121Jul 3, 2026, 14:51 UTC Retrospective trade
@RedDevi52539977 I have added more $AAOI and it is one of my top positions. I’m long and holding. Just because it is what I do, it is not a buy or sell recommendation. I am bullish photonics but it isn’t a linear path like all investments. Longer term investing can be challenging for many.
Added at $123Jul 21, 2026, 23:34 UTC Retrospective trade
@MantisInvests I’m long $AAOI being able to add more under $100 was nice. 👍
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