Some more TLDR takeaways from $AAOI ER: - They also flagged DSP and TIA bottlenecks, which is a positive industry read through for names like $MXL, th...

Serenity: Wow, there's gem after gem in $AAOI earnings for $SIVE + other laser player readthrough.

1. AAOI not meaningfully participating in CPO first-gen deployments.

"We just can’t make enough of them [CPO lasers] to be involved in their current first-generation [CPO] deployments