Equity research
2026.08.06 19:11

$Applied Optoelectronics(AAOI.US) earnings should be very interesting...I will be covering it for everyone. The 3 main things to focus on, in my opinion:

1. Capacity ramp

2. Supply/demand dynamics

3. China transceiver ban

Should be nice to see color on all 3 in the conference call 👍

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