$Applied Optoelectronics(AAOI)$ It's been about a day and I still don't fully understand the $IREN Ltd(IREN)$ guidance. Part of me thinks it's the most bullish report I've heard, behind $NEBIUS(NBIS)$ and AAOI. The other part of me, the balance sheet side, still has a lot of questions about how they get there. It's a long-term position for me and currently 2% of my portfolio, so I'm not going out of my way to dig into every detail, but I won't be selling.
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