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Serenity discusses AAOI: If revenue meets expectations or corresponds to over 800% year-over-year growth, the market is focused on the buying price range.

MarsBitNews
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Mars Finance reports that on June 22, some market participants discussed the valuation and growth expectations of optical communication concept stock AAOI on social media, sparking a debate among investors about its reasonable purchase price. Serenity stated that if the company's revenue meets expectations, it could correspond to over 800% year-over-year growth and potentially achieve approximately $5.6 billion in annualized revenue (based on the current market cap of about $12.8 billion), with monthly revenue possibly continuing to grow to around $471 million, mainly driven by expanding AI infrastructure demand. The discussion suggests that, in the context of industry capacity constraints, cloud service providers (CSPs) and clients like Advanced Micro Devices are continuously locking in supply through long-term agreements (LTAs), which may push industry prices and profit margins higher. Under the assumption of exponential demand growth until 2028, average selling prices (ASPs) and profit margins could improve in tandem, but the ultimate purchase price still depends on investors' risk appetite and valuation judgment.
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