Serenity@aleabitoredditPost2026-08-07

The post discusses Rosenblatt's channel checks on optical names, highlighting bullish sign

The post discusses Rosenblatt's channel checks on optical names, highlighting bullish signals for AAOI, LITE, and SIVE, with recovery expected around late July/early August as shorts close positions. It notes a potential miss on AAOI's involvement in first-gen CPO with AMD, but corroborates AAOI's China CPO laser positioning lag.

“I usually make fun of sellside, but Rosenblatt has pretty goated channel checks on optical names, and their reports are one of the few I like talking about. $AAOI, $LITE, $SIVE, and the laser party has started to recover around the est. timing windows. eg. last month: "Multiple short sellers told them they will likely close their positions... late July and early August". They might have missed that they believed $AMD would be $AAOI's first CPO customer... since AAOI said they would be missing from first-gen CPO (maybe future gen?) But lot of their talking points about China CPO laser positioning (eg. 2-3 years behind) got corroborated word-for-word from AAOI earnings today.”