Mar. 9 at 3:38 PM
$AAOI AAOI Receives First
$200M Volume Order of 1.6T Data Center Transceivers from Major Hyperscale Customer”
“We expect that we will soon have the largest production capacity for 800G and 1.6T transceivers in the U.S”
This is gradual confirmation of
$378M/month revenue from their earnings projections.
People were panicking over insider sales, but what matters is execution and fundamentals.
Especially when they’re getting volume orders from Hyperscalers like
$AMZN,
$META, or
$GOOGL
