Serenity: The Photonics Track is still in its very early stages, with most revenue ramp expected to start in 2027

BlockBeats News, June 18th, Serenity's post stated, "Overall, laser companies like AAOI and SIVE are my personal favorites because they have tremendous revenue expansion potential. They can not only focus on selling laser diodes but also manufacture complete optical modules and various optical engines or ELS (External Light Source) components. Or like COHR, they can even extend upstream into the substrate manufacturing field, achieving vertical integration, and continuously improving their gross margin and total addressable market size TAM."

A significant part of this is key to accurately hitting the investment theme first, especially since many people didn't even think that "photonics" could become a truly hot concept last year.

And what I think will surprise most people is that we are still in the very early stages. The vast majority of revenue inflection points will not occur until next year, in the first half or the second half of 2027."