The author highlights AAOI's potential for massive year-over-year growth and revenue scali
The author highlights AAOI's potential for massive year-over-year growth and revenue scaling, driven by exponential demand and industry bottlenecks, with AMD and CSPs seeking long-term agreements.
“That’s for you to decide. But just throwing this out there: If $AAOI hits projections, that’s over 800%+ Y/Y growth, and $5.6B revenue annualized off $12.8B MC. My guess is that the $471m/month will keep going up as demand seems to scale exponentially into 2028. I’d expect ASP/margins to go up across the board as well. Especially as the industry is bottlenecked and $AMD + CSPs are going around hunting for LTAs.”Original post：X / @aleabitoreddit ↗