White Hair Serenity has mentioned this company the most, and it is currently the most underestimated — $AAOI

Training AI requires thousands of chips working simultaneously, like a factory with a thousand machines.

No matter how powerful the machines are, if the conveyor belts between them slow down, the entire factory comes to a halt.
AAOI is building this conveyor belt — using light to transmit data,
which is dozens of times faster than copper wires. They don’t manufacture chips, but every chip needs their technology.
The performance is real:
They just secured a $200 million order from Amazon, and this year's revenue is expected to exceed $1.1 billion, doubling compared to last year.
But the risks are real too:
• The company is still operating at a loss
• Its top three clients account for 90% of revenue, leading to high customer concentration
• Nvidia could develop similar products at any time
This isn’t a recommendation to buy. It’s to help you understand a layer of the AI industry chain that is often overlooked.