$Applied Optoelectronics(AAOI)$ AAOI has clearly made the decision to manufacture in the USA, and I believe it's the right one. As stated on the call, they will be the largest producer of transceivers in America, and that's what their largest customers want. Doing this requires capex, and if someone doesn't understand that, then that's why the earnings haven't started to flow yet. I'm actually more excited now than I was a few months ago. There are several people on this board who clearly have extensive knowledge in the semiconductor industry and know this sector is set to grow significantly over the next year or two. Ignore the constant negative noise and look at the big picture.
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