Sep 29, 2026, 12:55 AM ETApplied Optoelectronics, Inc. (AAOI) StockInfinity Curve1K FollowersSummaryApplied Optoelectronics expects roughly $1.1 billion in 2026 revenue as 800G demand accelerates and production remains constrained by available capacity.Monthly 800G and 1.6T capacity should expand from roughly 200,000 units toward 650,000 by year-end.Initial 1.6T orders exceed $200 million, with Q4 revenue expected at $70 million to $80 million before further scaling.My bullish scenario supports $150+ per share, although dilution, customer concentration, and aggressive capacity investments remain important execution risks.akinbostanci/iStock via Getty ImagesIntroductionApplied Optoelectronics (AAOI) appears to be one of the more interesting ways to invest in the AI optical interconnect cycle. Even though AAOI remains unprofitable on a GAAP basis and spends heavily on creatingThis article was written byInfinity Curve1K FollowersI began investing early, inspired by the strategies of legendary investors like Warren Buffett, Peter Lynch, and Howard Marks. What started as a personal interest quickly became a disciplined, research-driven pursuit of long-term value and strategic growth. Over the years, I've developed a fundamental, bottom-up investing approach, with a keen focus on market psychology, business durability, and valuation discipline. While I study multiple sectors, I specialize in tech, particularly underappreciated or contrarian plays in software, semiconductors, and emerging innovation. I’m drawn to companies with scalable models, durable moats, and misunderstood narratives. I look for value the market hasn’t fully priced in and prefer digging through overlooked names with long-term potential rather than chasing trends. Through my research at Infinity Curve, I explore how investing success rarely follows a straight line, it's a nonlinear process shaped by cycles, feedback loops, and constant recalibration.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in AAOI over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments