Serenity（白毛股神）@aleabitoreddit发帖2026-06-22

作者强调AAOI潜在的大幅同比增长和收入规模化，受指数级需求与行业瓶颈驱动，同时AMD和云服务提供商正在寻求长期协议。

作者强调AAOI潜在的大幅同比增长和收入规模化，受指数级需求与行业瓶颈驱动，同时AMD和云服务提供商正在寻求长期协议。

“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.”