The $64 Million Question For Applied Opto

  • Shorts, of which there are plenty in this stock, seemed to have advanced knowledge of Amazon pulling demand, perhaps even before management knew.
  • Yet some of their other claims aren’t on the mark and/or can’t be verified.
  • Despite the shorts being on the mark with their Amazon prediction we see no public data to back up their thesis that Applied Opto can’t compete in 100G.
  • Nor do we find public evidence of Applied Opto losing chunks of demand from other customers like Facebook or Microsoft.
  • But that doesn’t necessarily mean this can’t happen. If you have little risk tolerance, this isn’t a stock for you.

Source: The $64 Million Question For Applied Opto – Applied Optoelectronics, Inc. (NASDAQ:AAOI) | Seeking Alpha