$Applied Optoelectronics(AAOI)$ Kinda funny seeing the panic after a ~25% pullback. If you zoom out, it's still up ~400% over the last year. This is just how strong stocks move. Nothing goes straight up forever. Feels like a lot of newer FOMO traders forget that.
Quick check:
~$471M transceiver revenue
~$5.6B annualized run-rate
~$11B market cap, which is about ~2x sales.
Yes, there's real risk around execution and the capacity ramp.
But for a stock with potential for multi-quarter revenue acceleration, a lot of that is already priced into the valuation.
This looks more like a normal shakeout than a breakdown.
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