Jul. 3 at 3:03 PM
$AAOI
Trading around ~
$127 in Europe today.
Worth noting: liquidity is still relatively light, so price action can look more exaggerated than underlying conviction in the short term.
But zoom out names like this tend to move with the broader AI infrastructure cycle, not just intraday flows. When liquidity shows up, it usually shows up fast.
You do not always need to find the next stock that goes parabolic.
Sometimes you just need to own the companies getting paid as the buildout continues.
