$AAOI is a clear example of why you need to have confidence in high beta stocks:


-> After earnings report: down 15%
-> Today: up 21%
The weak headline numbers are simply due to capacity constraints + accelerated costs for 800G.
Demand for $AAOI is truly at an all-time high right now, as mentioned in their earnings call:
"Demand for 800G and 1.6T modules is expected to continue exceeding our production capacity until mid-2027."
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pin