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The $500 Million Trap: Why the AI Hype in Applied Optoelectronics (AAOI) is a Textbook Illusion

2026-03-24BearishStrongChange from report: -3.7%1M: +42.4%3M: +29.0%

AAOI's stock surged on AI hype, hitting a $6.5B valuation. However, the company is still losing money despite record revenue, and insiders are aggressively selling their shares.