作者对AAOI持有强烈看涨信心，指出其稀缺的激光产能为AMD和超大规模客户所需，拥有美国收发器供应链支持800G/1.6T大规模生产，需求远超供给，且营收预期巨大（相对市值），同时
作者对AAOI持有强烈看涨信心，指出其稀缺的激光产能为AMD和超大规模客户所需，拥有美国收发器供应链支持800G/1.6T大规模生产，需求远超供给，且营收预期巨大（相对市值），同时承认短期波动来自ATM发行、看空帖子和时间尚早。
“I’m not sure why many folks are super bearish on my high conviction $AAOI long… Ever since $30, then on the way up to $170. (Yes I do think every bear is wrong, we’ll see who’s right). They have scarce laser capacity that $AMD and other hyperscalers are looking for. While the entire industry is bottlenecked by $NVDA. Along with a US transceiver supply chain for mass production of 800g/1.6T (management - largest in America). While demand far exceeds supply and while assembly gets outsourced to Asia. Then they’re quoting $471M monthly revenue in H1 entering H2 of 2027. Which is $5.6B ARR, off a $13.5B MC… While a lot of major inflection volume hits even later in 2028. As for fluctuations, there might be active $600M ATMs that get tapped into at random times. And random bear posts + macro from time to time that cause more volatility (eg. Analyst notes saying bear on $LITE due to false CPO delay rumors, then that brings down others in the sector). Also we’re a year out so timelines are still a little early. I haven’t seen such fast revenue ramp since $NBIS.”原帖：X / @aleabitoreddit ↗