u/alwaysmoney2 · 96d agono track record yet
AAOI - The Chokepoint To $525-$700
AAOI is a vertically integrated optical supplier positioned at a critical bottleneck in AI infrastructure—the optical interconnect layer between silicon and power. With hyperscalers spending $725B+ capex in 2026 and the optical transceiver market reaching $26B, AAOI's $1.1-$1.5B demand is supply-constrained rather than demand-constrained, suggesting significant room for revenue growth and margin expansion as production capacity scales.
At post $202.89Now $111.55-45.0% since postedas of Sep 8, 4:30 PM ET
1d-12.8%
3d-12.8%
1w-14.8%
1m-40.4%
3m-49.2%
6m—
1y—