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AAOI 350+? potential GOOGL partnership?

BULLISH by u/The-Firearm | Aug 23, 2026 | 1↑ 0 comments | 17 views | VIEW ON REDDIT
$AAOI$GOOGL$MSFT$AMZN
$AAOI APPLIED OPTOELECTRONICS, INC. TECHNOLOGY EQUITY SIMULATION
$124.82
-4.29 (-3.32%)
LAST PRICE · 15 MIN DELAY
DAY CHG -3.32%
5D CHG -16.94%
30D CHG +1.18%
$GOOGL ALPHABET INC. COMMUNICATION SERVICES EQUITY SIMULATION
$332.60
+1.95 (+0.59%)
LAST PRICE · 15 MIN DELAY
DAY CHG +0.59%
5D CHG -1.28%
30D CHG +4.76%
$MSFT MICROSOFT CORPORATION TECHNOLOGY EQUITY SIMULATION
$510.48
+13.66 (+2.75%)
LAST PRICE · 15 MIN DELAY
DAY CHG +2.75%
5D CHG +1.07%
30D CHG +29.87%
$AMZN AMAZON.COM, INC. CONSUMER CYCLICAL EQUITY SIMULATION
$258.63
-1.48 (-0.57%)
LAST PRICE · 15 MIN DELAY
DAY CHG -0.57%
5D CHG -1.53%
30D CHG +5.93%
AI SUMMARY — AAOI may announce a partnership or qualification with a major hyperscaler (possibly Google) following their CEO's mention of completing transceiver tests within 2-3 weeks, supported by a recent $600M ATM program that signals proof of funds. Key risks include uncertainty about which hyperscaler it is, timing of announcement, and potential dilution from the ATM program.
TICKERAAOI USERu/The-Firearm
RATING BULLISH ENTRY $124.77
POSITION 20 sh SYN BOOK VAL $2499.00
CURRENT $124.82 P&L % +0.04%
CURR VAL $2500.00 P&L $ +1.00
TICKERGOOGL USERu/The-Firearm
RATING BULLISH ENTRY $344.90
POSITION 7 sh SYN BOOK VAL $2500.58
CURRENT $332.60 P&L % -3.57%
CURR VAL $2411.40 P&L $ -89.18
TICKERMSFT USERu/The-Firearm
RATING BULLISH ENTRY $483.35
POSITION 5 sh SYN BOOK VAL $2500.57
CURRENT $510.48 P&L % +5.61%
CURR VAL $2640.92 P&L $ +140.35
TICKERAMZN USERu/The-Firearm
RATING BULLISH ENTRY $258.65
POSITION 9 sh SYN BOOK VAL $2500.19
CURRENT $258.63 P&L % -0.01%
CURR VAL $2500.00 P&L $ -0.19

So i've been keeping an eye on AAOI for a long time, and i think theres a GOOGL partnership/deal to be announced. Probably already this coming week

There has been going rumors around that AAOI and GOOGL will be partnering for a while now and i think that the time has come

Under the last earnings call the CEO of AAOI mentioned that they would finish the test phase of their transciervers with a hyperscaler within 2-3 weeks. He also mentioned that they would be the 4th verified optical providder for this company. On thursday the 3 weeks have passed and i expect an announcement to be made there or before. Whether they'll announce that they are now qualifed, announce a deal or a partnership i don't know

I'm not 100% sure that it will be google but it is a possibility since they already supply MSFT and AMZN

They also just announced a $600m ATM program friday after close. I suspect that this ATM dilution is a signal that they have passed the qualification phase with the hyperscaler and that the ATM program is a proof of funds to show that they will be able to supply this hyperscaler

https://preview.redd.it/amdulbpb95lh1.png?width=1733&format=png&auto=webp&s=b5111cff42766f62e98139662ffd209ac07817ce

Godspeed