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The Bonders — Advanced Packaging Outliers · AI Chain

AAOI

Applied Optoelectronics
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1.6T LPO — single hyperscaler order play

What they do

AAOI is positioned to be one of the very few suppliers of next-gen 1.6T 'linear pluggable optics' (LPO) — a cheaper, lower-power alternative to traditional transceivers. A single $200M+ hyperscaler order would re-rate the stock. Lumpy, binary, but huge optionality.