Total Assets
Rate Of Return$Applied Optoelectronics(AAOI.US)
I am bullish long term on networking for AI which I believe is crucial and key for AI to scale and the focus has obviously switched from copper to optics with credo taking steps to pivot towards optics itself when copper is its strength. Not to say copper will be obsolete as they are still useful in short distances etc. However with CPO being the way forward, optics are here to stay and any dip is a good opportunity IMHO.
@Bridge Buzz SG
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