$Applied Optoelectronics(AAOI)

$Applied Optoelectronics(AAOI)$ Honestly, this feels like one of those stocks people will look back on in three years and say, “How did we miss that?”

Here’s why I’m paying attention: AI infrastructure demand keeps accelerating, optical and networking names are getting stronger, and institutional ownership is now at all-time highs.

That last part really stands out to me. Big money usually doesn’t pile in at all-time high ownership levels for no reason.

It feels like this could have a very similar setup to the early $Micron Technology(MU)$ run… where most people ignored it before the real multi-year move started.

On a three-to-five year horizon, this one could get very interesting.

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