### @AAOI — Open — unresolved
Let me say that almost all of our revenue comes from pluggable optical transceivers – the exact form factor co‑packaged optics is designed to replace, okay? Our filings don’t mention co‑packaged optics, silicon photonics or linear‑drive optics at all. On calls we talk about co‑packaged optics only as a future source of demand for our high‑power lasers, not as a threat to the transceiver business that pays the bills today, all right? Nobody on the call asked about displacement risk, and whether, and how quickly, co‑packaged optics erodes the pluggable market is unresolved.
- tier: Open (?)
- source: AAOI / Co-packaged optics: the risk it doesn't name
- receipt: https://ticker.thevixguy.com/p/p-day-20260720-aaoi-src-aaoi-cpo-silence-rotation
- posted: 2026-07-20T21:46:48.005Z