RJCcapital — sniff.trade

2 trades tracked · RJCcapital · 1mo agoview on X

@RJCcapital

AAOI trades at ~6x forward sales vs LITE's ~10x on the same AI optical demand cycle, making it the cheap long leg of the pair

AAOAAOILONG@ $139.13

$92.73-33.35%

since call Jun 24

in postLITLITESHORTFIRST CALL

@RJCcapital

LITE's 190% rally was driven by multiple expansion not revenue beats; at ~10x fwd sales it is the expensive short leg vs AAOI in the pair

LITLITESHORT@ $843.48

$725.50+13.99%

since call Jun 24

peak +27.7%

TIMESTAMPS

in post