AAOI is one of the most underrated AI infrastructure plays on the market right now and today's 14% selloff just made it …

Milk Road AI Twitter · Milk Road AI (@MilkRoadAI) · 2026-06-23

Milk Road AI flags Applied Optoelectronics (AAOI) as an undervalued AI infrastructure stock after a 14% single-day selloff, noting the company manufactures optical components that transmit data inside AI data centers.

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Extraction

Topics: ai-infrastructurestock-analysisoptical-networkingdata-center-hardware

Claims

AAOI is one of the most underrated AI infrastructure plays currently on the market.
A 14% single-day selloff in AAOI shares makes the stock a more attractive buying opportunity.
AAOI manufactures optical components that physically move data inside AI data center infrastructure.
Market attention is concentrated on Nvidia while overlooking companies further down the AI hardware supply chain.

Key quotes

AAOI is one of the most underrated AI infrastructure plays on the market right now and today's 14% selloff just made it more interesting.

While everyone debates Nvidia, the market is sleeping on the company that literally manufactures the photons that move data inside every AI [data center].