@JonahLupton@FirstWaveFund I would ask them :
Of your planned end-2027 production capacity (~930,000 units/month), approximately what percentage is already supported by customer commitments, purchase orders, or forecasted demand from qualified programs?
@HanFarStockUp Det meste er blitt dyrere ingen tvil om det om du spør «mann i gata», samtidig tror jeg mange kunne klart deg med mindre ting og sikkert også usunn mat
@Bare_Birk As AI clusters scale, demand for 800G and 1.6T optics is accelerating. Management believes demand already exceeds current production capacity, making manufacturing expansion—not customer demand—the primary constraint.
@Bare_Birk Its key differentiator is vertical integration: unlike most competitors, AAOI manufactures its own Indium Phosphide (InP) lasers, one of the most critical and supply-constrained components in the optical networking stack
@JonahLupton $RDDT — market underestimates its social graph, intent data, AI licensing, operating leverage
• Better ad platform/performance ads • Rising ARPU • Expanding EBITDA margins
~17× NTM EBITDA with ~70% EBITDA growth still looks highly asymmetric.
Base case $230-260