It's comical that $AAOI is down AH on this report with this guidance... https://t.co/yzoZojW0zb Q2 revs of $191.9M Q2 revs up +26% QoQ and +86% YoY I think the better part of this report is the Q3 guidance of $255-290M Midpoint of Q3 guidance implies +42% QoQ and +130% YoY $AAOI is literally in the first or second inning of their growth acceleration to $450-550M revenues per month in the second half of 2027 and beyond. $AAOI says their current capacity is ~200,000 transceivers per month (800G and 1.6T) but over the next 6 months they're ramping up that capacity to ~650,000 transceivers per month and they said demand will continue to outpace supply through mid-2027. This new capacity is what gets them to $500M+ per month by end of next year. On the earnings call the CFO just said th
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