From SanDisk to AAOI, Serenity’s stock-picking logic has always been to identify hard-tech companies with capacity ramp-up plus technical positioning. What confidence is behind this bet on the leading U.S. photonics company?

BlockBeats reports, "New stock god" Serenity is optimistic about the U.S. photonics leader AAOI, calling it the most favored target, with its stock price rising about 20.1% today. If seeking "the next Sandisk," AAOI might be the target. It predicts that photonics companies will reach a turning point between the first and second halves of 2027, currently still in the capacity building stage. Serenity also states that the market usually prices in future growth about 8 months in advance, the turning point is approaching, and investors need to wait for the right timing and endure volatility.