hi, i also bought this at 15$ importantly in the last two earnings calls, and apologies if i wrote this in another comment already, they talk about a large production increases with new facilities building out e.g. in last call
" As you may have heard me say at OFC, we expect to increase total production of 800G and 1.6 terabit products by 8.5x by the end of the year, and we are dedicated to achieving this goal."
these are not just 30% growth numbers but higher which makes me want to add to this a lot on the next pullback as its one of the few cheap forward P/S datacentre stocks I find.
Thanks as always. I think in 2ish years there's going to be a oh crap we don't have enough quality ai datacenters moment. Maybe sooner. All datacenters are not created equal. Bullish for all things datacenter, like aaoi.
There are numerous companies participating in the data center buildout. Could you consider NeBius (NBIS), Coreweave (CRWV), Coherent (COHR), IREN (IREN), and Arista (ANET)?
I know I am getting old, but every time I look at the datacenter buildout I remember Global Crossing and the dotcoms.
hi, i also bought this at 15$ importantly in the last two earnings calls, and apologies if i wrote this in another comment already, they talk about a large production increases with new facilities building out e.g. in last call
" As you may have heard me say at OFC, we expect to increase total production of 800G and 1.6 terabit products by 8.5x by the end of the year, and we are dedicated to achieving this goal."
these are not just 30% growth numbers but higher which makes me want to add to this a lot on the next pullback as its one of the few cheap forward P/S datacentre stocks I find.
Yes, a very good point. The projected growth is enormous
Thanks as always. I think in 2ish years there's going to be a oh crap we don't have enough quality ai datacenters moment. Maybe sooner. All datacenters are not created equal. Bullish for all things datacenter, like aaoi.
Where is the power generation coming from for all these data center builds and also the fresh water for cooling?
There are numerous companies participating in the data center buildout. Could you consider NeBius (NBIS), Coreweave (CRWV), Coherent (COHR), IREN (IREN), and Arista (ANET)?
I can try to wrap my low tech brain around them. No promises