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Open original source ↗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.
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These are the quoted author’s words.
@aleabitoreddit What price do you think is appropriate to buy $AAOI?
l000h110096 ↗