AAOI#5
Thesis
AAOI long position; shorts getting squeezed as fundamental thesis plays out
Original post text
华人社区最近的赞誉让我感到受宠若惊！我认为任何空头被打爆，都只是我单纯喜欢像 $AAOI 这样的股票而产生的无意间的副作用。
🐂 Bull Case
- Weinstein stage 2 (advancing) - structural uptrend intact
- Revenue growth 51.4% YoY - strong top-line expansion
- Price above SMA50 (141.7) - short-term momentum bullish
🐻 Bear Case
- Counter-trend risk - market conditions may shift against long thesis
🚫 Invalidation
Close below SMA200 ($63.0) on above-average volume
Break Conditions
- Close below SMA200 ($63.0) on above-average volume
- Key technical level at SMA50 ($141.7) breached with volume
Price Tracking
| Label | Ticker | Price | Recorded |
|---|---|---|---|
| t0 | AAOI | $181.49 | 2026-05-24 09:51:13 |
Metadata
T0 Price: $181.49
Created: 2026-05-24 09:30:56
Scored: 2026-05-24T18:35:37.721487+00:00
Updated: 2026-05-26T18:37:53.586879+00:00