$Applied Optoelectronics(AAOI)$ The bottom line is that AAOI isn't a CPO play—it's all about pluggable transceivers. If CPO gets delayed, AAOI actually benefits by selling more transceivers for a longer period. That's a straight-up bullish point.
In simpler terms, think of AAOI as a car company. The world expects flying cars to replace gas cars in a year. If flying cars get delayed, regular cars sell longer, meaning more revenue. It's the same for AAOI.
Yet the market panics and sells anyway because it lumps AAOI in with "CPO losers." I see an opportunity there.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
