demand / volume affecting revenue
“Backlog We generally make sales pursuant to short-term purchase orders without deposits and subject to rescheduling, revision or cancellation on short notice.”
AAOI 10-K
Confirmed
Optical and Photonic Technologies
15 names are moving together; 93% are participating in the current session.
Co-movement
Observed intraday paths are not available for this group yet.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| JBL | Jabil Inc. | Technology | +1.1% | Group member |
| SMTC | Semtech Corporation | Technology | +1.1% | Group member |
| GFS | GlobalFoundries Inc. | Technology | +0.0% | Group member |
| COHR | Coherent Corp. | Technology | +9.6% | Group member |
| VIAV | Viavi Solutions Inc. | Technology | +2.3% | Group member |
| LITE | Lumentum Holdings Inc. | Technology | +9.2% | Group member |
| NOK | Nokia Corporation Sponsored | Technology | +2.8% | Group member |
| ADEA | Adeia Inc. | Technology | +4.5% | Group member |
| GLW | Corning Incorporated | Technology | +6.1% | Group member |
| ENS | EnerSys | Industrials | +1.4% | Group member |
| TSEM | Tower Semiconductor Ltd. | Technology | +7.1% | Most structurally connected |
| VICR | Vicor Corporation | Technology | +3.4% | Group member |
| AAOI | Applied Optoelectronics, Inc. | Technology | +16.9% | Group member |
| FN | Fabrinet | Technology | +4.6% | Group member |
| GTX | Garrett Motion Inc. | Consumer Cyclical | -1.8% | Group member |
Why we believe this
Cohort
15 namesParticipation
93% this sessionObserved history
1 daily buildsFiling coverage
12/15 memberscredit / rates affecting interest expense
“The increase was due to higher saving balances in the first quarter of 2026 . Interest expense decreased by $0.1 million, or 7.6% , for the three months ended March 31, 2026 compared to the three months ended March 31, 2025.”
AAOI 10-Q
demand / volume
“The increases were due to the recovery in market demand for our products, which is being driven by the beginning of a major network upgrade project by a major North American MSO customer.”
AAOI 10-Q
Optical and Photonic Technologies can stay leader-led if COHR and the next software names fail to join while TSEM keeps moving.
Connected, outside the group
No high-confidence filing-linked non-members are available for this group yet.
History
Historical cohort observations are not available yet.