$AAOI is guiding to 930,000 units per month of 800G and 1.6T capacity by end of
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$AAOI is guiding to 930,000 units per month of 800G and 1.6T capacity by end of
· @KawzInvests
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$AAOI is guiding to 930,000 units per month of 800G and 1.6T capacity by end of 2027. That's 9x the Q1-26 exit rate of 100,000 per month. Semis are already trading at 44x 2026 earnings. Price is running 2 years ahead of fundamentals across the entire complex. The setup isn't
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