u/Royal-Derpness · 18d agono track record yet
“Went all in on AAOI”
Full port $AAOI
AAOI is guiding for $471M monthly revenue ($5.5B annualized) with an $11B current market cap, implying significant upside even if execution falters. As photonics becomes the next AI bottleneck, AAOI offers the highest-beta play in the sector.
At post $135.69Now $111.88-17.6% since postedas of Jul 13, 4:59 PM ET
1d—
3d+10.6%
1w-10.9%
1m—
3m—
6m—
1y—