「Stock Market Oracle」 Serenity: AAOI Could Be the Next Visa, Inflection Point for Photonics Company May Occur in 2027

BlockBeats News, June 2nd, "Stock God" Serenity posted that AAOI is its top pick among U.S. photonics targets, with the stock rising 20.1% today. Serenity believes that if investors are looking for the "next AMD," AAOI might be the relevant target. It stated that photonics-related companies may experience a significant turning point in the first half of 2027. Currently, entering the second half of 2026 is still a bit early, as the industry is still in the capacity construction phase.

Serenity stated that generally, apart from aerospace and quantum concepts, the market usually prices in future growth about 8 months in advance. It believes that the inflection point of accelerated revenue growth for photonics companies is approaching, and the key is to wait for the timing and endure the interim volatility.