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

NVDANvidia Corp

Mkt capRevenueRevenue

AAOIApplied Optoelectronics, Inc.

Mkt capRevenueRevenue

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NVDANvidia Corp

AAOIApplied Optoelectronics, Inc.

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

NVDAwithAAOI

×1.38co-movement · AAOI on NVDA · 500d

r 0.43scale to r 0.75

Shared co-movers4with NVDAwith AAOI

COHRCoherent Corp.r 0.58r 0.62

FNFabrinetr 0.54r 0.54

ETNEaton Corp plcr 0.60r 0.52

VRTVertiv Holdings Cor 0.66r 0.48

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

NVDANvidia Corp

206.57· pre 208.95· delayed

Mkt cap$5.0TRevenue$96.2BQ2 FY27Revenue$216BFY26

AAOIApplied Optoelectronics, Inc.

63.96· pre 65.93· delayed

Pre-marketNov 4 '26delayed

Mkt cap$5.2BRevenue$192MQ2 FY26Revenue$456MFY25

Compare

Pre-marketNov 4 '26delayed

NVDANvidia Corp

AAOIApplied Optoelectronics, Inc.

206.57pre 208.95delayed

Price

63.96pre 65.93delayed

$5.0T

Mkt cap

$5.2B

Q2 FY27$96.2B

Revenue

$192MQ2 FY26

FY26$216B

Revenue

$456MFY25

NVDA206.57vsAAOI63.96Pre-marketNov 4 '26delayed