$Applied Optoelectronics(AAOI)

$Applied Optoelectronics(AAOI)$ The reason I continue to hold it is straightforward: it builds the optical connectivity that allows AI chips to move data across data centers.

As AI scales toward factories with over 500K GPUs, copper becomes the bottleneck, and optics serve as the plumbing to move data fast enough for training and inference.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":573672290750928,"tweetId":"573672290750928","gmtCreate":1781039429000,"gmtModify":1781145961931,"author":{"id":10000000000010954,"idStr":"10000000000010954","authorId":10000000000010954,"authorIdStr":"10000000000010954","name":"Aaron Trevelyan","avatar":"https://static.tigerbbs.com/8ba918f1f958c1c1d7bc552dcd772a5e","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/AAOI\">$Applied Optoelectronics(AAOI)$&nbsp;</a>The reason I continue to hold it is straightforward: it builds the optical connectivity that allows AI chips to move data across data centers.\nAs AI scales toward factories with over 500K GPUs, copper becomes the bottleneck, and optics serve as the plumbing to move data fast enough for training and inference.</body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/AAOI\">$Applied Optoelectronics(AAOI)$&nbsp;</a>The reason I continue to hold it is straightforward: it builds the optical connectivity that allows AI chips to move data across data centers.\nAs AI scales toward factories with over 500K GPUs, copper becomes the bottleneck, and optics serve as the plumbing to move data fast enough for training and inference.</body></html>","text":"$Applied Optoelectronics(AAOI)$ The reason I continue to hold it is straightforward: it builds the optical connectivity that allows AI chips to move data across data centers. As AI scales toward factories with over 500K GPUs, copper becomes the bottleneck, and optics serve as the plumbing to move data fast enough for training and inference.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/573672290750928","repostId":0,"isVote":1,"tweetType":1,"viewCount":114,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AAOI"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":289,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/573672290750928"}