Markets should be cheering on domestic champions like
$AAOI.
Since it's ideal to support critical AI infra from laser fab to production in the US, rather than being a bear.
Feels like everyone just outsources transceivers to Asia like Malaysia or Thailand...
With
$INTC,
$IQE,
$XFAB,
$MU,
$WOLF,
$SOI,
$SIVE, and others...
If you haven't noticed by now, they're all critical to US supply chains. And every one of them are getting subsidies for securing Western supply chains.
Before a major trade was to short developing US/Western equities, then hedge with subsidized foreign ones.
As seen with the energy/solar firms that went bankrupt, this backfired a lot on US AI infrastructure years later with the power grid.
I wanted to help change this mindset, since I believe it's very positive sum to invest in building up critical Western supply chains like photonics today.
Especially if
$AAOI hits their $471m/month projections after reshoring their production to America.
Instead of hoping they fail and calling critical nodes in the supply chains memestocks/bubbles, maybe it's good to change mindsets a bit so we don't see a repeat of the US Solar sector years later.
US/EU don't just hand out subsidies or CHIPS act grants to anyone.