$Applied Optoelectronics(AAOI)

$Applied Optoelectronics(AAOI)$ Assuming no new LTAs are announced before then, either the longs or the shorts are going to get burned at the next earnings report in August. There are valid arguments on both sides. AOI should meet, and maybe even slightly beat, its Q2 guidance, but the Q3 guidance will be the real catalyst. If AOI sticks to its previous statements, the longs will be fine; otherwise, it will be the shorts' day. Based on the confidence in their statements and the fact they're now giving long-term guidance, I'm leaning towards the long thesis.

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