I bought the dip, $1mm in AAOI

Went a little nuts on AAOI today. They sunk because they’re an AI infrastructure play and there was concern about OpenAI’s ARR being light. AAOI’s ATM is done and they’re in capex mode. H2 next year should be good for free cashflow, they’re sold out and so are their competitors. I think this thing goes to $500 within 2 years, but I’ll probably sell most if we hit $200.