Applied Optoelectronics: Growing Hyperscaler Ties Bode Well For A Comeback (NASDAQ:AAOI)

Core Insights - The article discusses the investment perspective on Applied Optoelectronics (AAOI), highlighting a positive outlook based on the company's transition in its business model [1] Company Analysis - Applied Optoelectronics is a fiber-optic networking products company that has undergone a significant business model transition over the past 2.5 years [1] - The initial coverage of AAOI was rated as a Buy, indicating confidence in the company's future performance [1] Industry Context - The analyst has a background in technology and is now also covering commodities and energy sectors, reflecting the broader market trends and the ongoing energy transition [1]