The Rosenblatt conference had so much alpha on $AAOI.
One of the most significant updates:
On earnings a couple weeks ago mgmt said capacity was basically booked through Q2 2027.
Today Stefan said:
“We’re really sold out at least through second half of next year and beyond.”
Gaetano@Gaetano2026
The Rosenblatt conference had so much alpha on $AAOI. One of the most significant updates: On earnings a couple weeks ago mgmt said capacity was basically booked through Q2 2027. Today Stefan said: “We’re really sold out at least through second half of next year and beyond.”