I did say $AAOI was my favorite US optical long...
+20.1% today.
If you want the next $SNDK, you're looking at it.
I think H1 entering H2 2027 will likely be that massive inflection point for photonics players.
We're just a tad early entering H2 2026 while everyone is building up capacity.
Just a general rule of thumb in general if your name isnt space or quantum, markets are forward looking round 8 months.
That revenue ramp inflection point is coming, more of a matter of when, waiting for it, and embracing volatility in the meantime.