Applied Opt (AAOI) — the peer cohort

As of 2026-11-10 — scores re-bake nightly. Cohort = shared Closelooknet index membership first, then sector. Diary readings, not advice.

Applied Opt ranks 16 of 16 in its cohort on the Closelooknet composite (27/100) — the cohort is led by Sandisk Corp at 72/100.

Name	Composite	Momentum	Quality	Valuation	Signal	Off 52w high
AAOI Applied Opt	27	2	13	23	watch	77.7%
SNDK Sandisk Corp	72	45	96	78	info	51.1%
MU Micron Technology Inc	70	45	95	69	info	41.6%
TSM Taiwan Semiconductor Manufacturing	68	52	88	71	info	20.3%
005930.KS Samsung Electronics Co Ltd	67	29	75	85	bull	46.9%
000660.KS SK Hynix Inc	67	23	94	83	bull	59.4%
3017.TW Asia Vital Components Co Ltd	65	66	73	29	bull	24.6%
APH Amphenol Corporation	64	69	72	38	bull	10.3%
ASML ASML Holding N.V. New York Registry Shares	63	44	87	34	info	24.3%
NVDA NVIDIA Corporation	63	39	94	41	info	26.6%
AMD Advanced Micro Devices Inc	61	74	54	23	bull	22.8%
3653.TW Jentech Precision Industrial Co Ltd	61	85	73	7	bull	22.2%
TXN Texas Instruments Incorporated	61	66	84	30	bull	11.5%
HPE Hewlett Packard Enterprise Co	51	60	38	60	bull	36.6%
LITE Lumentum Holdings Inc	49	27	45	23	bull	47.8%
HUBN.SW Huber+suhner AG	46	13	43	35	info	42.7%

Scores are relative readings across the Closelooknet coverage universe — methodology in the company-scoring explainer. Signal lights come from the nightly signal board.

FAQ · from the current data · as of 2026-11-10

Quick answers

Who are Applied Opt's peers in the Closelooknet universe?

The cohort is drawn from shared Closelooknet index membership first, then sector: Sandisk Corp (SNDK), Micron Technology Inc (MU), Taiwan Semiconductor Manufacturing (TSM), Samsung Electronics Co Ltd (005930.KS), SK Hynix Inc (000660.KS), Asia Vital Components Co Ltd (3017.TW), Amphenol Corporation (APH), ASML Holding N.V. New York Registry Shares (ASML) and others, as of 2026-11-10.

How does AAOI score against its peers?

Applied Opt's composite reads 27/100, ranking 16 of 16 in its cohort as of 2026-11-10; the cohort's highest composite is Sandisk Corp at 72/100. Closelooknet scores are research diary readings, not ratings or advice.

Mentioned on Closelooknet

Where AAOI appears in the diary — 12 pieces, newest first. Every link is our own writing.

Long reads

Optical Interconnects — The Toll Nobody KeepsReport · 13 Aug 2026The floors on the tape (12 Aug closes): LITE 932.47, 14% off high · COHR 355.64, 19% off · MRVL 217.08, 34% off · AAOI 138.08, 41% off · FN 571.88, 24% off, prints Monday · AVGO $2.0T market cap…

Dailies

AI Builders — Chips Bounce 4%, AMD Jumps 10% and IREN 20% After a Strong Jobs ReportMidday 10 · 6 Nov 2026
AI Build-Out — Chip Stocks Sink 8%, Nasdaq Drops 4% and the Fear Gauge Jumps 43%Midday 10 · 5 Nov 2026
AI Trade — Kospi Falls 5.3%, SK Hynix 9.5% and Advantest 14.7% After Qualcomm; Hong Kong Rises 3.5%Morning 10 · 5 Nov 2026Today — Bank of England 12:00 UTC, jobless claims 13:30 UTC; Cloudflare, JFrog, AAOI and IREN report
Oil knocks on $100 and Wall Street sells everything but the AI pipe: Intel +9%, Lumentum +11%, Dow −1.2% — Seoul buys the dip and the Kospi is back above 7,000Morning 10 · 9 Sept 2026
Semis break the 505 line at midday while bitcoin presses 80,000Midday 10 · 24 Aug 2026AAOI drops 12.45 percent to 109.28 by midday, the sharpest single-name decline on today's tape.
The macro week breaks at the last print — retail and Michigan miss, bonds slip the floor, and Lumentum runs from the middleMidday 10 · 14 Aug 2026AAOI +14.6% to 149.09 and RDDT +14.1% to 180.40, both reclaiming their 50-day averages intraday — two clean average-reclaims in one session on the risk side of the book, the same session the macro prints missed.
Everyone is watching the software wreck. The line that matters is breaking in bonds.Midday 10 · 6 Aug 2026And the group being bought is, name for name, Rubin's S14 High-Speed Interconnects layer — Astera, Lumentum, Coherent, Fabrinet, Marvell, AAOI are all constituents; AAOI, yesterday's worst-record most-bought foil, trades +1.6% post-print…
Software Earnings — Beat, Raise, Down 18%: The Punishment Phase Is BackDaily Pulse · 6 Aug 2026AAOI: five-for-ten and three-for-ten, the worst record on the board, the most bought into the print.

Related in the Closelooknet universe

same Closelooknet index seat first, then Communication Equipment. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.