$Applied Optoelectronics(AAOI)

$Applied Optoelectronics(AAOI)$ The company is a leader in AI optical modules, benefiting from strong hyperscaler demand and rapid capacity expansion.

The bull case is that the 2026 revenue guidance is over $1B, driven by accelerating demand for AI optics.

It's a direct play on AI data center bandwidth growth, but execution risk remains.

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