Jul. 31 at 3:23 PM
$AAOI short thesis here seems dead. Macro environment is confirmed still bullish with
$MSFT and
$AMZN showing they are printing cash now as a result of CAPEX and have continued the course for more CAPEX into 2027.
$AXTI absolutely printing showing photonics demand is sky rocketing. Only thing shorts have left is is banking on
$AAOI failing to deliver their guidance, which will only set us back a quarter max. Oh and you are betting against citadel. Toodles.