AAOI- On the CC, the CEO says $600M revenues in 2025
Wow ! He says with the ramp up of 800G, plus the present MSFT contract- and he inferred it could even be higher than that. So now I definitely will hang in there at $10. I mean from crunching the numbers last year, I thought they would post over $1 on $400M, using 37%-40% margins. However with $600M, I would say more like $1.25+, even with 35% margins. Therefore, IF things ramp up in Q3, as the company says, and continues to ramp up into the Dec qtr, and then a huge ramp up with 800G into 2025, I see no problem seeing a $25-$30 stock price. Either way, it's worth the risk here at $10 IMO.
