u/alwaysmoney2 · 6d 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 $175.13-13.7% since postedas of Jun 10, 4:59 PM ET
1d-12.8%
3d-12.8%
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