Key insights
- The post discusses Optical Cable Corporation (OCC), a fiber optic manufacturer, highlighting its significant stock appreciation, improved margins, and small float. It suggests that the AI boom and increasing data center demand could drive further growth, potentially leading to a multi-billion dollar market capitalization. The high insider ownership is also noted as a positive factor.
What do you guys think about $OCC? I haven't found many posts about it. Its up 340% in the last year and 170% ytd. Its a fibre optic manufacturer. It went to around 200 during the internet boom. The ai boom is much bigger. They recently turned the company around and are improving margins. The float is tiny at 5 million shares. 41% of the float is owned by insiders. Datacentres rely heavily on on fibre optic cables so the demand might outstrip supply. What's your opinion and do you think this could reach multiple billion mc. Its a 100 mm mc sitting at $12.32 sp