The risk is only hypothetical , while the volume that AAOI locked with vendors is a fact. I'd rather stick with the facts, so while risks are there, Citron is speculating on something that is unlikely to materialize. Unless I see some news about delivery or performance issues I'm buying and holding.
Andrew Left went to jail for a bit, didn’t he? They are classic short and distort
nothing like a short report to present nice buying moments :)
The risk is only hypothetical , while the volume that AAOI locked with vendors is a fact. I'd rather stick with the facts, so while risks are there, Citron is speculating on something that is unlikely to materialize. Unless I see some news about delivery or performance issues I'm buying and holding.
That's a balanced and objective take. Got better understanding on the significance of lasers even when the industry moves to CPOs.
Looks like a hit piece to allow the shorts a tiny window to get out, stock dipped 4% before ripping up.