$Corning(GLW)$ Corning Incorporated is showing a clean continuation structure with controlled expansion. The price action indicates steady trend persistence rather than an emotional breakout, which often points to stronger underlying institutional flow. As long as dips continue to get bought and the trend structure holds, this is still a “trend continuation” phase rather than exhaustion. A key shift would only come if momentum starts failing on pullbacks or if volume spikes on red candles appear.
$Applied Optoelectronics(AAOI)$ Got in a bit late on this one, and jumped in too early on the dip too, but kept averaging down all the way. Average cost 158. It seems like a decent play, a vertically integrated PO company with some good things ahead. Hope this drop was overdone and the price recovers just as quickly.
$Applied Optoelectronics(AAOI)$ The market needs a bit of time to digest the interest rate news and the recent jitters, and I think we'll be back over $200 before long. The stock has been trading pretty flat on average around $175, with some spikes and dips. I mentioned it would be volatile. It's up 517% over the past six months, so some profit-taking is happening. To me, the smarter move is to accumulate on dips in anticipation of the second half.
$Applied Optoelectronics(AAOI)$ The company is a leader in AI optical modules, benefiting from strong hyperscaler demand and rapid capacity expansion. The bull case is that the 2026 revenue guidance is over $1B, driven by accelerating demand for AI optics. It's a direct play on AI data center bandwidth growth, but execution risk remains.