Letters by company

Applied Optoelectronics, INC.

1 letter discussing AAOI. Everything written about it on this site is on its ticker page.

Royce Investment Partners Royce Micro-Cap Fund Manager Commentary Royce Micro-Cap Fund emphasized AI-infrastructure suppliers Ichor Holdings, Ultra Clean Holdings, Applied Optoelectronics, Vishay Precision Group, and Cohu. The managers exited PAR Technology and Forward Air, added to PowerFleet and EVI Industries, and began reallocating technology winners toward undervalued staffing, software, agriculture, commercial-vehicle, and medical-technology opportunities. first half of 2026 +45.4% AAOI $11BAIOT $409MAORT $1.4BCOHU $2.6B