What does Applied Optoelectronics, Inc. do in AI?

Applied Optoelectronics, Inc. (AAOI) operates in the Infrastructure layer of the AI supply chain, in the Data Center Reits sub-sector.

Is AAOI a buy or sell?

Full signal analysis for AAOI is available after sign-in at Early Signal. Our quantitative model analyzes momentum, sentiment, earnings, and supply chain factors.

What AI supply chain layer is AAOI in?

AAOI is in Layer 3: Infrastructure. Early Signal's 10-layer taxonomy traces the AI value chain from raw materials (Layer 0) through semiconductor manufacturing, chips, infrastructure, cloud platforms, AI tools, foundation models, applications, AI-enabled transformation, to secondary beneficiaries (Layer 9).

What is Applied Optoelectronics, Inc.'s AI revenue exposure?

Applied Optoelectronics, Inc. derives approximately 80% of its revenue from AI-related activities. It has a market capitalization of $5.8B and sits in the midstream tier of the AI supply chain.

Who are AAOI's AI supply chain partners?

AAOI does not have mapped upstream or downstream supply chain relationships in the current AI ecosystem model.

Universe › Layer 3: Infrastructure › AAOI

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AAOI

Applied Optoelectronics, Inc.

Layer 3: Infrastructure Data Center Reits Options

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$5.8B

Market Cap

80%

AI Revenue

$453.6M

Avg Daily Vol

Sec. Layers

AAOI Analysis Summary

Applied Optoelectronics, Inc. (AAOI) operates in Layer 3: Infrastructure, in the Data Center Reits sub-sector. With a $5.8B market cap and 80% AI-derived revenue, it sits in the midstream tier of the AI supply chain.

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Signal Breakdown

Latest Recommendation

Supply Chain Position

Portfolio Position

Bottleneck Exposure

Fundamentals & Characteristics

Market Cap: $5,751M (5.8B)
Avg Daily Volume: $453.6M
AI Revenue %: 80%
Liquid Options: Yes

Layer: 3 — Infrastructure
Sub-Sector: Data Center Reits
Mega Cap: No