We came across a bullish thesis on Applied Optoelectronics, Inc. on Value Degen’s Substack’s Substack by Unemployed Value Degen. In this article, we will summarize the bulls’ thesis on AAOI. Applied Optoelectronics, Inc.'s share was trading at $26.34 as of September 25th. AAOI’s forward P/E was 84.03 according to Yahoo Finance. Semiconductor l-n-r2tVRjxzFM8-unsplash Applied Optoelectronics (AAOI) stands out as a speculative yet compelling beneficiary of the ongoing data center buildout, which shows no s ...