The Analysts

Call · @aznpr7de · unranked

@aznpr7de

@aznpr7de · Sat, Aug 22

Christopher L@Aznpr7de
上次有聊到 #AAOI playbook: 1) 先画饼 - 通过overpromise 抬高股价 2) 再进行二级市场融资吸血股东 - 4月5月份的 combined ATM > US$1BILLION （~ 1/8市值size，% 远超 $iren ） 3) Q2财报不及预期：Q1提出2026年non-GAAP经营利润超过$140m, Q2未重申; Q1提到margin在2026年底约35%,
13d agoview on X ↗media on X

tweeted Sat, Aug 22 · counted from Mon, Aug 24 close

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Mentions AAOI · Medium confidence

Confidence

Medium0.82

Counted from

Mon, Aug 24 · market close

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Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.