$AAOI is guiding to 930,000 units per month of 800G and 1.6T capacity by end of
Tweet
$AAOI is guiding to 930,000 units per month of 800G and 1.6T capacity by end of
· @KawzInvests
Tweet
$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
Related
10 events DateTypeEvent
Jun 1 SourceStock pickers market. Pick right or sit it out. $PENG $AAOI $BB $NOK May 29 ScanMonster Scan May 29 ScanOptical Supply Chain Scan May 25 InvestigationOptical supercycle WHY: what specifically drove the CIEN/COHR demand acceleration Jun 9 SourceJabil as an under-priced 1.6T pluggable-optics maker May 23 ArticleWeird-ETF rotation read — MSTR-leverage breakdown, AI-stack narrowing, defensives flat May 22 Source$MEME Great proxy for risk on/off in high beta land. Top Holdings ~ $AAOI $ASTS Jun 16 ScanOptical Supply Chain Scan Jun 16 ScanMonster Scan Jun 20 ScanOptical Supply Chain Scan Source links
Tweets, videos, filings, articles, and source pages tied to this read.