The creator is bullish on AAOI, citing sustained growth from ELSFP capacity and a multi-year supercycle that extends beyond 2027.
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The creator argues that Applied Optoelectronics (AAOI) is in a multi-year growth cycle driven by ELSFP capa...
Aug 12, 2026
The creator argues that Applied Optoelectronics (AAOI) is in a multi-year growth cycle driven by ELSFP capacity expansion and CPO demand, countering the narrative that the stock's growth will decelerate after 2027.
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AAOIbuy opened Aug 12, 2026
-6.50%