$AAOI vs $LITE: Weighing AAOI's +200% YTD Surge Against LITE's Stability in AI Optics Both AAOI and LITE operate in the optical networking sector, supplying components critical for AI data center connectivity and high-speed transceivers. AAOI has delivered exceptional year-to-date gains exceeding 200% but experienced sharper recent pullbacks amid volatility and customer concentration risks. LITE reported robust fiscal Q4 2026 results with revenue more than doubling year over year and provided strong forward guidance, supporting steadier momentum.