Applied Opt (AAOI) — the peer cohort

As of 2026-09-16 — scores re-bake nightly. Cohort = shared Closelook index membership first, then sector. Diary readings, not advice.

Applied Opt ranks 8 of 8 in its cohort on the Closelook composite (32/100) — the cohort is led by SK Hynix Inc at 69/100.

Name	Composite	Momentum	Quality	Valuation	Signal	Off 52w high
AAOI Applied Opt	32	32	9	23	bear	59.2%
000660.KS SK Hynix Inc	69	38	92	77	bull	41.1%
005930.KS Samsung Electronics Co Ltd	68	52	72	83	bear	32.3%
042700.KS Hanmi Semicon	51	9	79	19	neutral	46.9%
0522.HK ASM Pacific Technology Ltd	44	55	25	38	bull	34%
2308.TW Delta Electronics Inc	55	43	57	33	bull	33.8%
3037.TW Unimicron Technology Corp	53	73	30	36	bull	21.9%
AAON AAON Inc	41	13	35	39	bear	50.6%

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

FAQ · from the current data · as of 2026-09-16

Quick answers

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

The cohort is drawn from shared Closelook index membership first, then sector: SK Hynix Inc (000660.KS), Samsung Electronics Co Ltd (005930.KS), Hanmi Semicon (042700.KS), ASM Pacific Technology Ltd (0522.HK), Delta Electronics Inc (2308.TW), Unimicron Technology Corp (3037.TW), AAON Inc (AAON).

How does AAOI score against its peers?

Applied Opt's composite reads 32/100, ranking 8 of 8 in its cohort as of 2026-09-16; the cohort's highest composite is SK Hynix Inc at 69/100. Closelook scores are research diary readings, not ratings or advice.

Mentioned on Closelook

Where AAOI appears in the diary — 9 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

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.
The index went nowhere and the market changed horses underneath itMidday 10 · 5 Aug 2026AAOI trades near 132.3, up 0.51%, after adding 16.85% Monday and 19.44% Tuesday.
Temperature 62 — semis re-lead, Interconnects +18% weekDaily Pulse · 15 May 2026Names: AAOI, Furukawa (5801.T), Lumentum, Coherent, MACOM, Fabrinet, Marvell, Amphenol, Astera Labs, Credo.
The AI Trade Has a Visibility ProblemDaily Pulse · 25 Mar 2026Sector spotlight — S14, High-Speed Interconnects (10 stocks, +36.83% YTD): optical/photonics names leading — AAOI +227%, Furukawa Electric +193%, Lumentum +116%.