Ehrmantraut Capital@EhrmantrautCap_

And suddenly people on my timeline flip from being very bullish on $AAOI (US-based manufacturing, demand > supply, customers willing to pay a premium for US manufacturing, you name it), to being very bearish (dilution, shitco, management sucks, etc.) in less than a week. The

tweeted Fri, Aug 21 · counted from Mon, Aug 24 close