### @AAOI — Open — unresolved
Let me say that - almost all our revenue comes from pluggable transceivers, okay? That's the exact form factor co-packaged optics is designed to replace. Our filings don't mention co-packaged optics, silicon photonics, or linear-drive optics at all. On calls we talk about CPO only as future demand for our lasers - not as a threat to the business that pays the bills today. Analysts didn't ask about displacement either. Whether and how quickly CPO erodes the pluggable market is unresolved. All right?
- tier: Open (?)
- source: AAOI / Co-packaged optics: the risk it doesn't name
- receipt: https://ticker.thevixguy.com/p/p-day-20260715-aaoi-src-aaoi-cpo-silence-ingest
- posted: 2026-07-15T01:08:34.762Z