
帖子
TEEGEN2
$AAOI delivered a strong Q3, recording $269.9 million in revenue and returning to GAAP profitability.
Its Q4 revenue forecast of $385–$420 million also points to strong growth expectations.
Demand for 800G and 1.6T optical products remains a major opportunity, but the sharp post earnings sell off makes me cautious.
My prediction is NO because strong business performance doesn't always translate into an immediate stock price gain.
#AAOIQ3800GOutlook



