以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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$AAOI
14 atoms · 跨 8 天 · 首见 2026-04-17 · 最近 2026-07-01
三色: 🟦 fact 7 · 🟥 take 7 · stance ▲9/▼3/◆1
来源: X 14
时态: fresh:13 · aging:1
标签: 好信源:7 · 好数字:6 · 好观点:3 · 好思考:1
叙事 (narrative) (5)
- 2026-06-02 · 核心市场受到AEC替代威胁
AEC displaces under 7m — that is $AAOI’s core market
tags: 好观点·好思考 · → daily
- 2026-05-15 · 分析师风险评价
he said $AAOI is one of the riskiest in his group (because of management credibility)
tags: 好信源 · → daily
value: risk=riskiest
- 2026-05-15 · 分析师上行判断
says $AAOI definitely has the most upside from current prices if management is able to hit their aggressive financial targets
tags: 好信源 · → daily
- 2026-06-14 · 有潜力
Still a lot of potential in $AAOI
tags: 好观点 · → daily
- 2026-04-17
[老化中] · 被指控为Meme股
$AAOI - "Pumping stock with no fundamentals, Meme stock"
tags: 好观点 · → daily
预测 (forecast) (2)
- 2026-06-01 · 月度收入预测
$AAOI $471m / month starting H2 2027
tags: 好数字 · → daily
value: qty=$471m / month · date=H2 2027
- 2026-05-16 · 营收目标
It's likely going to keep rising as it hits that $400m+/month revenue target H2 2026.
tags: 好数字 · → daily
value: qty=$400M/month · date=H2 2026
事实 (fact) (7)
- 2026-06-08 · gross margin target in the next few years
sounds like there's a clear path to 35% gross margins in the next few years
tags: 好数字·好信源 · → daily
value: qty=35% · date=the next few years
- 2026-06-08 · capex to revenue return on capacity expansion
it costs approx $120M in capex to increase capacity by 100k transceivers... which is 1.2M per year... at an average of $500 ASP... so they're spending $120M to generate $600M revenues per year at 35-40% gross margins
tags: 好数字·好信源 · → daily
value: qty=$120M capex generates $600M revenue per year at 35-40% gross margins
- 2026-07-01 · 涨幅
$AAOI: +423%
tags: 好数字 · → daily
value: qty=+423%
- 2026-06-08 · capacity buildout progress toward 2027/2028 targets
sounds like the capacity buildout is going well, in terms of hitting their 2027/2028 targets
tags: 好信源 · → daily
value: direction=on track
- 2026-06-08 · demand situation
they have way more demand than they can handle
tags: 好信源 · → daily
value: direction=more demand than they can handle
- 2026-06-08 · biggest customers commitment
their biggest customers would basically commit to take 100% of their supply over the next few years if $AAOI would let them
tags: 好信源 · → daily
value: direction=would commit to take 100% of supply
- 2026-05-16 · 面临的稀释
There's just a lot of different short term volatility along the way like the $600m dilution.
tags: 好数字 · → daily
value: qty=$600M
时间轴 (近 20)
- 2026-07-01 ·
fact · 涨幅 · → daily
- 2026-06-14 ·
narrative · 有潜力 · → daily
- 2026-06-08 ·
fact · capacity buildout progress toward 2027/2028 targets · → daily
- 2026-06-08 ·
fact · demand situation · → daily
- 2026-06-08 ·
fact · gross margin target in the next few years · → daily
- 2026-06-08 ·
fact · biggest customers commitment · → daily
- 2026-06-08 ·
fact · capex to revenue return on capacity expansion · → daily
- 2026-06-02 ·
narrative · 核心市场受到AEC替代威胁 · → daily
- 2026-06-01 ·
forecast · 月度收入预测 · → daily
- 2026-05-16 ·
forecast · 营收目标 · → daily
- 2026-05-16 ·
fact · 面临的稀释 · → daily
- 2026-05-15 ·
narrative · 分析师风险评价 · → daily
- 2026-05-15 ·
narrative · 分析师上行判断 · → daily
- 2026-04-17 ·
narrative · 被指控为Meme股 · → daily
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