Agreed! It’s nice to remember your thesis during a market crash. From my own personal thesis, if $AAOI hits $1.4B quarterly revenue end of H1 2027. Which is annualized $5.6B off a $8B MC. Is it “over” for the company if that revenue ramp hasn’t even shown up in the quarterly earnings… when it’s 2
@aleabitoreddit·Jul 17, 2026·2 sources·neutral
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A user shares their personal investment thesis about $AAOI and other stocks during a market crash.
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Agreed! It’s nice to remember your thesis during a market crash. From my own personal thesis, if $AAOI hits $1.4B quarterly revenue end of H1 2027. Which is annualized $5.6B off a $8B MC. Is it “over” for the company if that revenue ramp hasn’t even shown up in the quarterly earnings… when it’s 2
@aleabitoreddit
Jul 17, 2026
Agreed! It’s nice to remember your thesis during a market crash. From my own personal thesis, if $AAOI hits $1.4B quarterly revenue start of Q3 2027. Which is annualized $5.6B off a $8B MC. Is it “over” for the company if that revenue ramp hasn’t even shown up in the quarterly earnings… when it’s
@aleabitoreddit
Jul 17, 2026