u/Royal-Derpness ·
Reddit — r/wallstreetbets
· June 26, 2026 at 20:38
· ⬆ 15 pts
· 💬 23 comments
| View on Reddit ↗
AI Summary
Summary
Post details a full-port conviction bet on AAOI, citing management revenue guidance of $471M/month ($5.5B annualized) against a current $11B market cap.
Author argues that even if guidance is missed, the stock should trade higher in one year, and calls AAOI the highest-beta play in the photonics sector, identified as the next AI bottleneck.
Quality assessment: Speculative retail DD with a clear thesis and position disclosure, but lacks deep fundamental scrutiny; high conviction but high risk.