$Applied Optoelectronics(AAOI)

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$Applied Optoelectronics(AAOI)$ These photonics companies are far more resilient and immune to macroeconomic swings than Wall Street gives them credit for. AAOI is sold out, to the point where they have said they cannot take on new large customers right now. Sold out. They are basically telling you the revenue that is coming, and the risk is virtually non-existent.

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