It's been about 2.5 years since I initiated coverage on fiber-optic networking products company, Applied Optoelectronics ( AAOI ), wherein I rated the stock a Buy, betting on the company’s business model transition. In the article, I pointed outI'm an avid investor with a long-term, and sometimes contrarian, approach to equities investing. I started out as a Tech analyst but now also cover Commodities and Energy sectors as the world navigates the energy transition.Analyst’s Disclosure:I/we have no stock, op ...

Core Viewpoint - 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 rating of the stock was a Buy, indicating confidence in the company's future performance and strategic direction [1]. Industry Context - The author has a background in technology analysis and has expanded coverage to include commodities and energy sectors, reflecting the ongoing energy transition in the market [1].