🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 22:19:34时区推断·⟳ 抓取 22:22:15·⚡ 决策 06-22 22:27:06 +4m51s·126.8 天前
KOL发文看多AAOI，推演其AI光模块收入与利润率增长潜力
📄 原文Serenity↗ 原文
That’s for you to decide. But just throwing this out there: If $AAOI hits projections, that’s over 800%+ Y/Y growth, an…
不做 AAOI.US
纯KOL观点推演与喊单，无新实质性催化剂（如官方订单或财报指引），底层AI光模块需求逻辑属已知旧闻，缺乏独立交易edge。
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That’s for you to decide.
But just throwing this out there:
If $AAOI hits projections, that’s over 800%+ Y/Y growth, and $5.6B revenue annualized off $12.8B MC.
My guess is that the $471m/month will keep going up as demand seems to scale exponentially into 2028.
I’d expect ASP/margins to go up across the board as well. Especially as the industry is bottlenecked and $AMD + CSPs are going around hunting for LTAs.
But just throwing this out there:
If $AAOI hits projections, that’s over 800%+ Y/Y growth, and $5.6B revenue annualized off $12.8B MC.
My guess is that the $471m/month will keep going up as demand seems to scale exponentially into 2028.
I’d expect ASP/margins to go up across the board as well. Especially as the industry is bottlenecked and $AMD + CSPs are going around hunting for LTAs.
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