$Applied Optoelectronics(AAOI)$ Again, an unbelievable day with a 13% increase on huge volume of 14.6M shares. I expected to hit $100 in 2026, but this is far exceeding my expectations, and I don't think we've seen the top yet. My numbers show that with $1B in ttm revenue and a 15% profit margin, we should reach $2 EPS, but we won't achieve that in 2026 since they're not profitable yet. So for AAOI, the PE ratio will be meaningless in the short term, and it's all about revenue growth. NVDA has a P/S of 20, LITE is at 30, and CRDO is at 18. That could justify a P/S of 25 for AAOI or a $25B market cap. With 80M shares outstanding, we're looking at a $312 stock by the end of the year. That's what the numbers say.
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