$AAOI

Chen Min-Chu (Mike) sold $1.7M of AAOI

Chen Min-Chu (Mike) sold 8,247 shares of APPLIED OPTOELECTRONICS, INC. (AAOI) at $201.00 ($1.66M total) on 2026-06-02.

Original reporting
SEC EDGAR · Chen Min-Chu (Mike)
Published Jun 4, 2026, 8:12 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Jun 4, 2026, 8:19 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefInsider activity
Primary signal
$AAOI
Bearish
medium confidence
Mentioned
$AAOI
Relevance
6/10
AlphAI data visualization · based on SEC EDGAR
Decision brief

The 30-second read

$AAOIBearishLow
01

Why it matters

Traders may adjust short-term sentiment around AAOI based on the insider’s sale, but without additional fundamental news the effect is usually modest.

02

Market read

A director’s open-market sale at ~$201/share is a fresh, company-specific datapoint that can influence sentiment but lacks a fundamental catalyst.

03

What to watch

The filing doesn’t disclose reasons for sale, whether other insiders are buying, or whether the sale is part of broader planned diversification.

Relevance 6/10Novelty 7/10Timing: Filed 2026-06-04; sale executed 2026-06-02 (open-market).

Background

This is an SEC Form 4 insider transaction disclosure for Applied Optoelectronics (AAOI).

Company-level read

Ticker impact

$AAOIBearishMedium confidence
Context

Director Chen Min-Chu sold 8,247 shares of Applied Optoelectronics on an open-market sale disclosed via SEC Form 4.

Expected impact

Likely limited near-term price impact; may slightly pressure sentiment if traders treat it as non-routine.

Evidence & confidence

The filing provides a concrete datapoint (sale size, price, date) but no accompanying fundamental catalyst or guidance change.

Market effects

Read-through to semiconductor/optics sentiment is possible, but this is company-specific insider activity without sector-wide catalyst.

No clear regional spillover indicated by the filing alone.

No direct global linkage beyond the company’s own trading activity.

Counterpoint

Insider sales can be routine liquidity/portfolio rebalancing; absence of a stated 10b5-1 plan doesn’t prove bearish intent.

Key entities

  • Applied Optoelectronics, Inc.

    Subject of the insider transaction disclosure (AAOI).

  • Chen Min-Chu (Mike)

    Director who sold 8,247 shares via open-market sale.

Full insider trading history

This story covers one filing. See everything behind it: every insider buy and sell on record, 10b5-1 plans, late filings, and which officers and directors are trading.

Related articles

$LITEHigh

Hyperliquid’s LITE and AAOI Perpetuals Rose as Open Interest Fell

Hyperliquid perpetual contracts for LITE and AAOI rose 9.53% and 9.91% respectively, while open interest fell. StoneX initiated LITE coverage with a Buy rating and $1,200 target, citing AI-related optoelectronics demand. Open interest for LITE and AAOI dropped 21.97% and 34.61% respectively. Two large accounts closed long positions worth $2.61 million.

$AAOIHighAI 8/10

Why Applied Optoelectronics Stock Plummeted This Week

Applied Optoelectronics (AAOI) fell 23.6% this week, extending a 64.2% drop from its 52-week high, due to concerns about tech giants slowing AI infrastructure spending. The company's stock closed at $83.73 on Oct. 15. Broadcom's CEO warning triggered a sell-off in photonics component makers. AAOI completed a $600M equity offering, and B. Riley lowered its price target to $92. The company's revenue grew 86.4% YoY in Q2 2026, but it posted a net loss of $22.8M.

$COHRHigh

Coherent Shares Jumping 7.3% on Optics Stocks Rally on Sold-Out Optical Capacity Through Early 2029: Applied Optoelectronics and Lumentum Surge 7%, Coherent Climbs 5%

Coherent Corp. shares rose 7.3% to $324.59 on October 9, 2026, as optical component manufacturers reported sold-out capacity through early 2029, driving demand and pricing power. Trading volume reached 672,360 shares, with market cap expanding to $63.6 billion. Peers Applied Optoelectronics and Lumentum also surged 7%.