Outlier Capital(@outliercapx):$AAOI is one of the cleanest R/R in the optics stack. My 2031 base case is unchanged: $75B Market Cap. From ~$6.7B today that’s ~11x (+1,020%). Already +14.5% off the recent lows, I was calling this exact setup while it was getting sold hard. If they execute on vertical lasers + even a mid-single-digit share of 1.6T/CPO (the path their own mid-2027 run-rate implies), this doesn’t re-rate gradually. It explodes. $SIVE is even more explosive and higher-beta from a much smaller base, but it’s not for everyone. Positioned in both. NFA.

2026.10.27 18:09

$AAOI is one of the cleanest R/R in the optics stack. My 2031 base case is unchanged: $75B Market Cap. From ~$6.7B today that’s ~11x (+1,020%). Already +14.5% off the recent lows, I was calling this exact setup while it was getting sold hard. If they execute on vertical lasers + even a mid-single-digit share of 1.6T/CPO (the path their own mid-2027 run-rate implies), this doesn’t re-rate gradually. It explodes. $SIVE is even more explosive and higher-beta from a much smaller base, but it’s not for everyone. Positioned in both. NFA.

Outlier Capital@outliercapx

2026.10.27 14:42

Hey @grok, if they execute according to their estimates, what should be the share price for $AAOI and $SIVE by EoY 2027? Give me a short sharp answer.

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