$Applied Optoelectronics(AAOI)$ Bullish setup on AAOI. The company makes fiber-optic networking products for AI data centers, including 800G optical transceivers and CATV networks. Quarterly revenue is running above $125M with expanding gross margins, so it is a high-beta AI hardware name. Technically, the weekly macro wedge breakout is being retested. Price is holding the $128.00–$129.00 support area near the yellow structural pivot line, and RSI is curling higher off the 1W base. Options flow shows heavy institutional call buying. Oct 9 $155C at 20.3% OTM with a $98.9K sweep, Oct 16 $105C at 19.1% ITM with a $514K split, Jun 2027 $185C at 43.6% OTM with $1.3M+ in multi-sweeps, and Jan 2027 $150C at 16.5% OTM with a $523.6K floor block. Key
$Seagate Technology PLC(STX)$ The one-year target has moved up again, this time from 1125 to 1142. It has ticked higher a few times since the last earnings report.
$Bloom Energy Corp(BE)$ Whoever is actually bearing on this stock is being driven by emotion. Don't listen to them. Look at past earnings reports, there is no way they miss one with all the federal credits they are receiving. This is a no brainer.
$Bloom Energy Corp(BE)$ When a stock first joins the S&P 500, passive funds with billions of dollars are forced to buy in at once, which creates an immediate spike in demand.