Movement Alert｜Applied Optoelectronics Rises 6.86% in Regular Trading, Boosted by Investor Serenity Endorsement and 800G Capacity Approval

Market Focus06-02 21:56

On June 2, Applied Optoelectronics rose 6.86% in regular trading, trading at $199.49/share, with trading volume of $758 million.

On the news front, prominent retail investor Serenity publicly declared AAOI as their top US photonics pick, suggesting the stock could be the next SanDisk. Serenity noted that photonics companies are approaching a revenue acceleration inflection point, expected around H1 2027, with the industry currently in a capacity buildout phase. Serenity disclosed building a position when AAOI traded near $28, driven by confidence in AI data center demand for high-speed optical interconnects.

Additionally, the company's Xinbei factory 800G optical module capacity has received production approval from a hyperscale customer, with monthly output expected to exceed 100,000 units by year-end, representing annualized capacity of over 1.2 million units. The broader Communication Equipment sector rallied in tandem, with Lumentum up 7.36%, Ciena up 5.33%, and Cisco up 3.42%, further supporting sector-wide momentum following a prior pullback driven by Q1 EPS miss and a $600 million ATM offering overhang.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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