---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000708458.md"
description: "Is the optical module rally pure AI infrastructure demand, or does it have its own cyclical risk on top?? Like when hyperscaler capex eventually slows, does AAOI give back 300% in a month?? Genuinely trying to understand the downside scenario 🙋"
datetime: "2026-06-02T07:28:07.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000708458.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000708458.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000708458.md)
author: "[NewUser_oDPBc9](https://longbridge.com/en/profiles/24826006.md)"
generator: "portal-rs"
---

# Is the optical module rally pure AI infrastructure…


### Related Stocks

- [AAOI.US](https://longbridge.com/en/quote/AAOI.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**