May. 9 at 5:13 AM
$SMOPF quietly becoming one of the more interesting microcap AI infrastructure plays.
- Optical networking + fiber bandwidth exposure
- ~36% revenue growth
- ~48% gross margins
- Net cash balance sheet
- Profitable
- Tiny float / low liquidity
- Trading OTC while AI/data center names are ripping
Everyone talks GPUs, but none of that works without moving massive amounts of data. Optical transport + bandwidth scaling are critical pieces of the AI buildout.
Still very underfollowed in the U.S.