Some thoughts on $AAOI. And why I never bought the stock and probably never will. When I researched the company back in March, there’s this one thing that kept popping up in my mind. The sense that $AAOI happens to be at the right place at the right time, but that in itself doesn’t make them a high quality business. I mean, demand is there. We can all see that. But in my view, $AAOI basically serves as a spill over for higher quality businesses like $LITE, $COHR & $MRVL who can’t fulfill demand. So why would you want to own $AAOI if you could own $MRVL for example? Genuine question. If you have a view on this, let me know! The other part is management. I won’t go into too much detail here for the sake of post length, but I’ve never seen a management team receive such bad reviews on Glassdoor: • 1.7 of 5 stars • 1% approve the CEO • 7% recommend working there Out of 124 reviews. You can’t get any worse than that. If you invest in $AAOI, I’m really curious if that’s just a risk you’re willing to take or maybe didn’t know about in the first place? Feel free to tag others who might invest in $AAOI because I’m really curious about other people’s opinions on this.