$Applied Optoelectronics(AAOI)$ Back to where we were two weeks ago, but still up 253% YTD. The whole sector and most AI names are pulling back after the big run in 2026. AMD is down, INTC is down. NVDA is flat because it hasn't moved much in months. This will pass and these stocks will come back into favor. Current demand still far exceeds supply for optical interconnects. Even with datacenter buildout delays, there should be a shortage for years. AAOI is building to supply those parts and should be a significantly larger player in a year. Revenue $1B+ by EOY, $4.5B next year. I'll wait.
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