@ehrmantrautcap_ · Long AAOI

Well well well... Top of the list: $AAOI. The demand for optical transceivers is there, $AAOI's management is guiding for $1.1 billion revenue for the whole year 2026 but mentions that demand is actually higher (around $1.4 billion). Now the focus is on expanding 800G/1.6T

Shay Boloor@StockSavvyShay

Here are the semiconductor companies expected to grow revenue the fastest over next 3 years as the AI buildout accelerates: • $AAOI ~106% • $SKHY ~83% • $LITE ~67% • $ALAB ~65% • $AVGO ~62% • $NVDA ~61% • $MRVL ~56% • $CRDO ~56% • $AMD ~53% • $SNDK ~43% • $COHR ~39%

Read asLong AAOI

Since the call—

unrankedThe analyst's rank today

High · 0.98Confidence

Sun, Oct 18Tweeted

Mon, Oct 19 closeCounted from

1% of the basket · day 1fades out by Nov 29

Rank per close

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Oct 19