SKINEE

There's potentially some very significant news for $AAOI coming out of a recent supply chain expert interview. According to a Wistron Group industry expert, $MSFT and $AMZN have already reserved production capacity with $AAOI. The expert specifically highlighted $AAOI's U.S. manufacturing footprint as a major competitive advantage. Hyperscalers can visit facilities, resolve technical issues, and address quality concerns much faster than with overseas suppliers. But there's another interesting takeaway. When asked about $AMD's Helios rack-scale platform, the expert identified Innolight and $AAOI as likely priority suppliers, citing their manufacturing maturity and readiness to support the project's requirements. This is particularly interesting because it potentially positions $AAOI across multiple major AI infrastructure buildouts, rather than relying on a single customer or platform. If accurate, the implications are substantial. Reserved capacity suggests customers are actively securing future supply, while potential Helios participation would provide another avenue for growth. The market continues to focus on $AAOI's valuation and execution risks, but the underlying customer demand picture may be getting considerably stronger.