Tickerthe anti-fintwit
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@AAOI solid

Let me say that - our 10-K puts it in writing: products only minimally differentiated from competitors, okay? Many larger, better-funded. But here's the one structural edge - we fabricate our own indium-phosphide and gallium-arsenide laser chips in-house in Sugar Land, Texas. Call it unique in our industry. Plan to roughly triple that laser production by mid-2027. Built into our modules, not sold standalone. All right?

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AAOI / What its own 10-K admits about its products