The "new stock god" Serenity remains bullish on AAOI: Demand for optical communication surges amid laser bottlenecks, the $1.3 billion market value is still underestimated
BlockBeats reported on May 29 that the "new stock god" Serenity stated in a post that although Applied Optoelectronics (AAOI) has seen its market value rise to about $13 billion, compared to when it was at $2 billion or $6 billion, Serenity is now even more bullish.
Serenity believes that the recent laser supply bottleneck caused by the expansion of AI infrastructure is reinforcing AAOI's long-term value. The market is also ignoring analysts' expectations that AAOI may sign long-term supply agreements with NVIDIA or AMD.
Serenity pointed out that if AAOI's revenue forecast reaches $471 million in the first half of 2027, this would mean an "extremely exaggerated ramp-up in production capacity." However, Serenity also acknowledged that the company's current $600 million ATM financing plan is a short-term drag.
Serenity stated that AAOI's core issue is no longer demand, but rather "how much the company can actually produce," and referred to AAOI as the most promising U.S. photonics long position at the moment.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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