Mar. 12 at 1:24 AM
$AAOI Class Action Suit maybe coming : During the company's conference call, where Lin said monthly orders of transceivers would reach
$378 million per month by mid-2027.
Keyword ORDERS - it says orders but that doesn't translate to revenue unless on the call they said they expect to have
$378 million in revenue per month
I feel Rosenbault read this as revenue and bumped up the PT.
Expect a PT revision down to 30 over next several weeks...