I initiate coverage of Applied Optoelectronics with a Buy rating. The main growth drivers are the 800G and 1.6T transceiver ramp, the expansion of production capacity, and the company’s ability to ...
APLD’s FQ3 earnings highlighted its HPC hosting segment’s immense earnings upside potential after reporting a 24.7% segment operating margin. Amendments to CoreWeave’s leases de-risk the agreements ...
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