$AAOI is extraordinarily exciting.
There is a chance this re-rates to $35B+ or higher next year from $7B if they can execute.
I'll give a TLDR of the landscape and a simple explanation why:
Assembly:
-> Lasers from $LITE / $COHR -> assembles from blueprints -> then sell
From X
Disclaimer: The above content reflects only the author's opinion and does not represent any stance of CoinNX, nor does it constitute any investment advice related to CoinNX.


