Traded Value$Applied Optoelectronics(AAOI.US) is the near-term explosive set up based on extreme hyperscaler demand for LPO transceivers to solve the copper wall now.
Management is guiding to a $5B run rate as soon as early 2027, up from ~$500M in 2025. MC ~8B pales compared to the outlook. Vertical integration with their own domestic laser fabs makes it unique.
The demand is there. This is not a sleep at the wheel trade. It means watching management like a hawk to see if they can meet the moment.
@Bridge Buzz SG
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