The $Applied Optoelectronics(AAOI)$ thesis isn't complicated: AI workloads need bandwidth. More bandwidth means more 400G, 800G, and eventually 1.6T transceivers. $Applied Optoelectronics(AAOI)$ is one of maybe three companies that can actually make these at scale, and they're vertically integrated from chip to module. The 1.6T ramp in 2027 is the catalyst that either makes this a $200 stock or a cautionary tale. I'm betting on the former. The ATM closure means they have the capital to execute. Now they just need to ship.
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