Nvidia is mentioned as reaffirming the need for current optics, indirectly supporting AAOI's business.
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AAOI dropped 17% after a report claimed co-packaged optics could be delayed. But if CPO gets pushed out, th...
Jun 9, 2026
The creator discusses Applied Optoelectronics (AAOI), highlighting its recent 17% drop due to a report about potential delays in Co-Packaged Optics (CPO). Despite the news, the creator suggests this could be a buying opportunity as it may extend demand for traditional pluggable optics, a segment where AAOI is experiencing strong AI data center demand. The creator notes AAOI's revenue growth and backlog but also points out execution risks and unprofitability.
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AAOI is presented as a potential buying opportunity after a 17% drop, driven by strong demand for its pluggable optics despite CPO delays, though execution risks remain.
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