u/Mysterious-Start-689

1 thesis · first seen Oct 8, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d111100%+3.5%+3.5%
3d111100%+3.5%+3.5%
1w1100%-20.9%-20.9%
1m000———
3m000———
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$AAOIr/wallstreetbetsYOLObullish
u/Mysterious-Start-689 · 11d agono track record yet
Long AAOI

I bought the dip, $1mm in AAOI

AI infrastructure play with strong demand tailwinds. After ATM close and current capex phase, H2 next year should deliver free cashflow given sold-out capacity and sector-wide supply constraints. Author expects $500+ within two years.

At post $105.90Now $78.20-26.2% since postedas of Oct 19, 4:30 PM ET
1d+3.5%
3d+3.5%
1w-20.9%
1m—
3m—
6m—
1y—
original post →

End of results.