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wadegarret

04/25/24 11:18 AM

#112524 RE: hweb2 #112522

Hweb- AAOI

The hope is that MSFT will give AAOI more business than they can handle, as there has been recent news that they expect to keep increasing their data centers. MSFT is AAOIs major customer, and they just gave AAOI a $300M contract. Then again, it was a very disappointing qtr in Q4, and I may decide to sell for now, and make sure things are looking better in guidance for Q2