I'll let this revenue projection graph I made for $AAOI do the talking. Price at $70 I find genuinely riduclous if they deliver on their projections. Rate hikes/macro trims a lot of forward valuations. But the selloff way overshot, which I'd argue is amplified by hedge fund risk/forced deleveraging before month end reporting. Rather than something individually wrong with the company. Reply to @pg320: @aleabitoreddit What's your take on AAOI?