中文翻译
是的，我在这个价位买入，并尽可能增加对 $AAOI 的敞口。如果他们实现 2027 年中 43 亿美元 ARR*（年度经常性收入）的目标，即使考虑到短期 ATM（非稀释性融资），它也被低估了。这还没有计入涨价因素，而在超大规模云服务商试图为分配而建设的情况下，涨价是一个可能的场景。
· 个股论点
看好AAOI估值，计划加仓并预期涨价。
涉及标的： $AAOI
英文原文
Yes I'm buying at these levels and increasing my exposure as much as possible for $AAOI. If they hit their $4.3B ARR* (ARR should be added to post) 2027 mid-year target. It's undervalued, even factoring in short term ATMs. This is not factoring in price hikes either, which is a likely scenario is hyperscalers are trying to build for allocation.