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Sep 8, 2026Applied Optoelectronics (AAOI) - 800G transceivers and the hyperscaler bet
AAOI revenue +51% YoY to $151M in Q1 FY26 on 5 sequentially-accelerating quarters; $12.4Bn mcap at 24.5x P/S. Amazon ~50% revenue concentration, +50% YoY share dilution. The AI optical transceiver sto
Sep 8, 20267 min read0 reactions0 comments