Michael Sikand: Why $AAOI Is Just Getting Started

AOI just ripped, and Michael Sikand thinks the story is far from over. He breaks down why this photonics name might be one of the most asymmetrical setups in the market right now. He joins Gav to explain what photonics actually is, why there aren't enough lasers in the world to meet data center demand, how AOI's made-in-USA transceiver business could benefit from a potential China ban, and what the recent earnings call revealed about the ramp ahead. ▶ Follow Michael Sikand: X: https://x.com/michaelsikand YouTube: @MichaelSikand ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial X: https://x.com/TheETFTracker This content is for informational purposes only and does not constitute investment advice. The views expressed by guests are their own and do not necessarily reflect those of WOLF Financial. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.