Mr.ftog•(stock analysis)
57.3K posts

Mr.ftog•(stock analysis)
@000000Uro
I only share my personal ideas. Fans, please argue by yourself! Don't do anything recommended!
Katılım Şubat 2011
2.9K Takip Edilen1.6K Takipçiler

I think the market is still underestimating what $AAOI just did.
They didn’t launch just another component—they built a powerful central laser (25 dBm) that can feed many chips at once in CPO/NPO systems, instead of one laser per chip.
Simple: more power = more connections, better reliability, easier scaling.
This expands their TAM from just transceivers => transceivers + OBO + central light sources (ELSFP) and puts them directly vs $LITE.
More importantly, it reinforces the real thesis:
$AAOI isn’t demand-constrained, it’s capacity-constrained.
If they execute on 800G/1.6T, this isn’t a new business. It’s incremental upside on top of an already strong demand curve.


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Don’t forget more FMVPs than Kobe.
jokic mid range 🃏🎸 🇵🇭@15notdone
allat games played and still has less rings than KOBE😂😭😭💔✌️
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If his reaction mattered you’d send it just to him and not post it
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