Applied Optoelectronics is a battleground stock with the shorts getting a boost by a surprise softness in Q3 guidance from the company. When parsing the competing narratives, we see little in the Q3 softness for the shorts to rejoice. More specifically, we don’t see any reason for AAOI doing much worse in 100G as it […]
Entries Tagged as 'AAOI'
August 21st, 2017 · Comments Off on There Is A Bear Case For Applied Optoelectronics But We Can’t See Much Of It
May 9th, 2017 · Comments Off on Applied Optoelectronics: Optical Network Woes? What Optical Network Woes?
Here is another optical networking company that has escaped the concerns about a slowing demand from China. In fact, their business is booming and they’re selling all they can and building out capacity as fast as they can. We think this is a wave that has considerable mileage left. Applied Optoelectronics: Optical Network Woes? What […]