$AAOI is now up ~6-7x at $200+.
Feels like nobody else was long last year aside from me and like two other people on X?
Remains one of my top high conviction optical longs moving forward into 2027 due to massive revenue ramp + Made in America supply chains.
SMARTPHONE MARKET SHOCK
The global smartphone market will drop 12.9% in 2026 to about 1.1 billion units, says IDC, due to a severe memory chip shortage driven by AI demand.
Rising DRAM and NAND costs are squeezing margins, pushing brands like Xiaomi and Oppo to cut budget models and focus on premium devices.
Even Apple may raise prices. With shortages lasting into 2027, cheap smartphones are likely disappearing.
For the past few months Connor Keenan - 17 Quoin Crescent, Victor, NY - has said “Go Bills” before kickoff and the 2 times he forgot, the Bills lost and Josh tore his UCL #BillsMafia#GetHimBoys#YouKnowWhatToDo