@mar364503 · Long AAOI · The Analysts

To meet the potential FCC’s 65% BOM requirement for imported transceivers from China, Chinese suppliers will have to buy DSP ($AVGO $MRVL) and lasers from US firms. Given that $LITE and $COHR have sold out their lasers for the next few years ($LITE lasers booked till 2029), it’s

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Since the call—

unrankedThe analyst's rank today

Medium · 0.86Confidence

Fri, Oct 9Tweeted

Mon, Oct 12 closeCounted from

7% of the basket · day 6fades out by Nov 20

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