Aug. 4 at 7:13 PM
The Trump administration is telling you exactly what to invest in again.
The FCC is drafting a ban on new Chinese optical transceivers, which are critical components in data centers.
Here are 5 U.S. companies that benefit.
1.
$AAOI - Applied Optoelectronics
2.
$CADL
3.
$HPE
4.
$ADMA
Jumped 18% on the news. In-house InP laser fab, a
$4B Amazon deal, and 3 of the top 5 hyperscalers as customers. Guiding to a mid 2027 monthly transceiver run rate of
$400M+, which annualizes to
$5B+ against
$456M of total 2025 revenue. If Innolight's share gets carved up, the American pure play with available capacity gets fed.
