Applied Optoelectronics: Bubble Or Bottleneck? I'm Long Anyways (NASDAQ:AAOI)
· seekingalpha.com
My read is bottleneck: CEO Thompson Lin told analysts on May 7 that actual demand is $1.4-1.5B while the $1.1B FY2026 guide is capped by production capacity.
Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeron...