Another $AAOI point from Rosenblatt that I think is very important for the stock that might not get discussed much
Dilution should become less important.
AAOI has leaned heavily on equity to fund this insane capacity ramp. We have all felt the ATMs over the past couple Q's.
Gaetano@Gaetano2026
Another $AAOI point from Rosenblatt that I think is very important for the stock that might not get discussed much Dilution should become less important. AAOI has leaned heavily on equity to fund this insane capacity ramp. We have all felt the ATMs over the past couple Q's.