1) There’s plenty of bad news within$インテル(INTC.US)$'s report, and recent news/reports about competitors ($タイワン・セミコンダクター・マニュファクチャリング(TSM.US)$'s A16 commentary, reported demand for$エヌビディア(NVDA.US)$'s Arm-powered GB200, reported IPC gains for$アドバンスト マイクロ デバイシズ(AMD.US)$'s Zen 5) don’t help matters either. But with the EV down to ~$170B, maybe we’re at the point where the stock could work again on an SOTP basis, at least for a trade, given the value of Intel’s assets/IP, som...
Landmark Settlement Reached in High-Profile Patent Infringement Case. In a significant development that underscores the intricate dynamics of intellectual property rights within the tech industry, Applied Optoelectronics, Inc. (AAOI), a leading provider of fiber-optic networking products, has announced a settlement in its patent infringement lawsuit against Molex LLC, a global manufacturer of electronic sol...
Analyst Dave Kang downgraded Applied Optoelectronics due to disappointment over Microsoft's lack of significant procurement of 400G AOCs. The company currently holds a HOLD rating from Seeking Alpha authors and a STRONG BUY rating from Wall Street analysts.
The past year's insider selling could signal comfort with a lower valuation, whereas recent buying suggests optimism for the company's future. Despite owning 4.6% of the company, indicating insider-shareholder alignment, the yearly transaction history isn't too rosy.
Uncertain if the drastic share price expansion will hold due to the business's modest earnings increases and unprofitability. A substantial insider acquisition could signify confidence in the firm's future, despite recent market correction.
アプライド オプトエレクトロニクスに関するコメント
In a significant development that underscores the intricate dynamics of intellectual property rights within the tech industry, Applied Optoelectronics, Inc. (AAOI), a leading provider of fiber-optic networking products, has announced a settlement in its patent infringement lawsuit against Molex LLC, a global manufacturer of electronic sol...
rubbish stock pump and dump idiot ass
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