CATV
4CABLE TV INTL INC
stock OTC

Yeah I get what you’re saying on the asymmetry, but I think the story is actually changing a bit vs the old AAOI.
Latest earnings were pretty telling. Datacenter is now basically overtaking CATV, which hasn’t really been the case before. Revenue growth was also pretty strong YoY.
And more interesting part is the recent orders. They’re landing 800G and even 1.6T orders from hyperscalers, backlog from at least one big customer more than doubled. That doesn’t look like the old boom and bust CATV story to me.
I still agree management is a legit risk here, that hasn’t changed. But feels like this is one of those moments where the business is actually transitioning into AI driven datacenter demand, not just getting a temporary boost.
So yeah maybe it is a retail favorite, but I wouldn’t dismiss it as just hype either. Execution is everything from here.

Yeah I get what you’re saying on the asymmetry, but I think the story is actually changing a bit vs the old AAOI.
Latest earnings were pretty telling. Datacenter is now basically overtaking CATV, which hasn’t really been the case before. Revenue growth was also pretty strong YoY.
And more interesting part is the recent orders. They’re landing 800G and even 1.6T orders from hyperscalers, backlog from at least one big customer more than doubled. That doesn’t look like the old boom and bust CATV story to me.
I still agree management is a legit risk here, that hasn’t changed. But feels like this is one of those moments where the business is actually transitioning into AI driven datacenter demand, not just getting a temporary boost.
So yeah maybe it is a retail favorite, but I wouldn’t dismiss it as just hype either. Execution is everything from here.