reply I can't give advice on what others should do but from what I'm seeing from $AAOI revenue ramp, it looks something like this from disclosed capacity. -> $858M Q1 2027 -> $1.29B Q2 2027 -> $1.62B Q3 2027 -> $1.89B Q4 2027 -> $2.14B Q1 2028 They're sitting on $6.8B MC right now. I'd be very impressed if they do $7.5B exit annualized revenue run rate in 2027 off 40% gross margins and markets assigned them the same valuation. And judging from $LITE making capacity agreements into 2030-2031... I don't quite think demand stalls out after 2027-2028. Anyway, lot of execution risk obviously, but H1 2027 inflection point is pretty close, so I'm personally waiting.