$Applied Optoelectronics(AAOI)

$Applied Optoelectronics(AAOI)$ Started building a position in the low 80s and have been adding since. The risk/reward still looks reasonable at these levels. High beta moves should keep going, and I'm mostly following the photonics stock basket alongside the AI hardware trade. I don't think the projected 1.7T in AI capex for next year is going to get downgraded. Maybe in 2028.

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