AAOI compared with NVDA: revenue, margins and what each company keeps, and the suppliers and customers both name

AAOIApplied Optoelectronics, Inc.

Mkt capRevenueRevenue

NVDANvidia Corp

Mkt capRevenueRevenue

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AAOIApplied Optoelectronics, Inc.

NVDANvidia Corp

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Co-movers

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Co-movers

daily closes · 500dMethod ›

Moved together

AAOIwithNVDA

×0.13co-movement · NVDA on AAOI · 500d

r 0.43scale to r 0.75

Shared co-movers4with AAOIwith NVDA

COHRCoherent Corp.r 0.62r 0.58

FNFabrinetr 0.54r 0.54

ETNEaton Corp plcr 0.52r 0.60

VRTVertiv Holdings Cor 0.48r 0.66

AAOI, solidNVDA, hatched× = co-movement · βr = correlationBar = r to r 0.75Order: weaker of A and BSource: daily closes

AAOIApplied Optoelectronics, Inc.

63.17▼−8.51%

Mkt cap$5.6BRevenue$192MQ2 FY26Revenue$456MFY25

NVDANvidia Corp

203.82▼−0.40%

Regular sessionNov 2 '26

Mkt cap$4.9TRevenue$96.2BQ2 FY27Revenue$216BFY26

Compare

Regular sessionNov 2 '26

AAOIApplied Optoelectronics, Inc.

NVDANvidia Corp

63.17▼−8.51%

Price

203.82▼−0.40%

$5.6B

Mkt cap

$4.9T

Q2 FY26$192M

Revenue

$96.2BQ2 FY27

FY25$456M

Revenue

$216BFY26

AAOI63.17▼−8.51%vsNVDA203.82▼−0.40%Regular sessionNov 2 '26