Went all in on AAOI earlier this morning
They are guiding for 471m / month of revenue by this time next year, so if they hit that they would be doing an annualized 5.5B of revenue.
Despite that guidance they are at a 11B market cap today
Even if they miss guidance or execution (very possible) the stock should still be trading materially higher a year from now
The next bottleneck of AI will be photonics mark my words, AAOI is the highest beta play you can find for the photonics sector