AAOI财报：Q4营收预计超5亿美元，光模块需求强劲

Some more TLDR takeaways from $AAOI ER:

• They also flagged DSP and TIA bottlenecks, which is a positive industry read through for names like $MXL, then $SMTC and $MTSI.
• For revenue growth, they're expecting more than $500 million revenue Q4, which is absurd growth.

For reference: Q2: $191.9M Q3: ~$255M-$290M Q4: $500M+ By mid-2027: ~$1.41B quarterly revenue run-rate

Always impressed by the revenue ramp from some of these optical players.