Applied Optoelectronics Stock: 800G Inflection Point (NASDAQ:AAOI)

Core Viewpoint - Applied Optoelectronics (AAOI) is significantly undervalued in the market, leading to a mispricing that presents a bullish investment opportunity post-earnings [1] Company Analysis - The stock price of AAOI has decreased from approximately $35, indicating a potential buying opportunity for investors who recognize its underlying value [1] - The company is positioned to leverage market inefficiencies and contrarian insights, aiming for high-potential returns with a focus on asymmetric opportunities [1] Investment Strategy - The investment approach emphasizes a strong margin of safety to protect against capital impairment while maximizing long-term compounding [1] - A 2-3 year investment horizon is adopted to endure market volatility, promoting patience and disciplined capital allocation for superior returns [1]