AAOG is trading at $5.26, up +39.54%, after Applied Optoelectronics reported record Q2 revenue and returned to adjusted profitability.

  • Q2 revenue rose 86% year over year to $191.9 million; adjusted EPS was $0.06.
  • Q3 revenue guidance of $255 million–$290 million reinforced strong AI datacenter-optics demand, supporting AAOG’s 2x daily exposure.
  • Semiconductor shares broadly strengthened, adding sector momentum to the dominant holding’s earnings-driven surge.