- AAOI grew by an impressive 66% YoY in its most recent report, but this was more than offset by weak guidance calling for a slowdown.
- AAOI has been counting on 5G and datacenters to power it forward, but both of them are experiencing a drop in demand.
- AAOI is a player in the market for optical equipment, which has seen a number of deals done at fairly high valuations.
- The tide is rising in the optical space for a number of reasons and AAOI could rise along with it.
For further details see:
Why Long Applied Optoelectronics Could Pay Off Despite Having The Odds Stacked Against It