u/Royal-Derpness

1 thesis · first seen Jun 26, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000———
3d111100%+10.6%+10.6%
1w1100%-10.9%-10.9%
1m1100%-26.2%-26.2%
3m000———
6m000———
1y000———

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

Thesis history

$AAOIr/wallstreetbetsDDbullish
u/Royal-Derpness · 115d agono track record yet
“Went all in on AAOI”

Full port $AAOI

AAOI is guiding for $471M monthly revenue ($5.5B annualized) with an $11B current market cap, implying significant upside even if execution falters. As photonics becomes the next AI bottleneck, AAOI offers the highest-beta play in the sector.

At post $135.69Now $78.20-42.4% since postedas of Oct 19, 4:30 PM ET
1d—
3d+10.6%
1w-10.9%
1m-26.2%
3m-25.5%
6m—
1y—
original post →

End of results.