AAOI Is Up 593% in One Year Inside Eric Bleeker's AI Portfolio
As seen on the 24/7 Wall St. homepage on August 17, 2026.
One year in Eric Bleeker's AI Portfolio, and a $10,000 stake in Applied Optoelectronics at the $22.36 recommendation price is worth roughly $69,000 today. The optical transceiver buildout for AI data centers did the heavy lifting, and the position has kept making new ground as recently as this month.
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Applied Optoelectronics has been one of the standout positions in Eric Bleeker's AI Portfolio over the past year, returning about 593% from the recommendation price.
The driver behind that move is the accelerating buildout of optical transceiver infrastructure inside AI data centers. As hyperscalers pour capital into high-speed interconnects, demand for the kind of components Applied Optoelectronics makes has expanded well beyond what most investors anticipated when Bleeker first flagged the name.
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The path there was not smooth: the position dipped into negative territory at one point before recovering and pushing to new highs again as recently as this month.
At 367 days in, the position is still making ground. Investors watching this space will want to consider whether the optical transceiver cycle has more room to run or whether a gain of this magnitude has already pulled forward a significant portion of the long-term opportunity.
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Mentioned: AAOI