The creator references Lumentum's CEO comments on supply constraints to validate the broader demand story for the photonics sector.
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The creator analyzes Applied Optoelectronics' (AAOI) Q2 earnings, highlighting a strong long-term bull case...
Aug 7, 2026
The creator analyzes Applied Optoelectronics' (AAOI) Q2 earnings, highlighting a strong long-term bull case based on revenue targets but expressing caution regarding Q3 guidance and the significant growth required in Q4.
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The creator maintains a hold position on AAOI, citing strong long-term revenue targets but noting concerns over Q3 guidance and the steep growth required in Q4.
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