$Applied Optoelectronics(AAOI)$ Yes, if they can deliver. AAOI has basically hit every quarter's guidance for a long time now. Only recently have they started giving out targets for FY2026 and 2027. I wouldn't really call that the same as guidance, since they give guidance closer in, but these are longer-range targets they think they can achieve. Q3 will be a critical test to see if they can increase revenue by $100M in one quarter.
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