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@cherryPayment
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完全赞同，aaoi已经给我们很多提示了……
并且他们也无法参加第一代cpo，原因是产能不足
无法想象会有多么好的财报
上周我也在反复说或许应该开始关注cohr了
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I think we already got too many hints from $AAOI earnings about demand 20-40% imbalance for optical transivers with lasers as a bottleneck.
And $POET stating big 3 are completely sold out of capacity next 2 years during their AGM.
I don’t give earnings up or down predictions since it’s a coin flip most of the time. But I can say that a lot of pricing happens before earnings, unless there’s something very unexpected.
Regardless I expect $LITE earnings to come out really strong, and I primary use it as a read through for your other laser players.
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