$Applied Optoelectronics(AAOI)

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$Applied Optoelectronics(AAOI)$ I think the market is trying to figure out AI stocks, optical names in particular. COHR is probably up because of the $50M from the CHIPS Act. I wonder when AAOI might get some of that funding. AAOI could match COHR's datacenter sales by 2027, maybe even pass them. I own a lot of COHR, but only about two-thirds of their business is datacenter, the rest is materials and lasers (medical and industrial). Both are solid companies, but I believe AAOI stock will outperform COHR over the next 1-2 years. AAOI is up 444% in the past 6 months, and COHR is up 120%.

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