AAOI Stock: The 800G Capacity Ramp Against the Dilution Bill

Futuristic trading floor with red and green candlestick charts representing AAOI stock volatility

AAOI Stock: The 800G Capacity Ramp Against the Dilution Bill

AAOI Stock: The 800G Capacity Ramp Against the Dilution Bill Applied Optoelectronics (NASDAQ: AAOI) is one of the very few American companies that can make an optical transceiver and the laser chip inside it under the same roof. In an AI buildout where the biggest bottleneck has quietly moved from GPUs to the optics that…

Leave a comment AI Infrastructure, Co-Packaged Optics, Data Center, Indium Phosphide, Optical Networking, Semiconductor

Futuristic trading floor showing a steep red candlestick decline against rising green revenue bars

Credo Stock (CRDO): Inside the Post-Earnings Margin Panic

Jeffrey Bong AI Chips, Photonics

Credo Stock (CRDO): Inside the Post-Earnings Margin Panic Credo Technology Group reported the best quarter in its history on 1 September 2026, and the market sold it anyway. Revenue grew 114.7% year over year to a record $479.0 million. The stock fell about 20% in a single session. That gap between what the business did…

Leave a comment Data Center, featured, Semiconductors, Silicon Photonics