$Applied Optoelectronics(AAOI)

$Applied Optoelectronics(AAOI)$ The same dynamic applies to AAOI. LITE's CEO said on Fox Business that even if data center builds slow down, it wouldn't matter much for LITE, since data centers are already in the process of replacing copper connections with optical infrastructure. He also mentioned they're sold out through 2029, with demand doubling in 2027 and 2029.

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