「Stock Market Wizard」 Serenity: Doubling Down on AAOI Since $28, Poised for Another Two- to Threefold Increase

BlockBeats News, June 5th. AAOI saw a contrarian 10% price increase yesterday. The "Stock God" Serenity responded, stating that "AAOI has been one of the stocks he has consistently bought on dips since $28." With strong demand for its 800G/1.6T optical transceivers, if the company executes well, the stock price could double or even triple.

Furthermore, if the "rumored collaboration with AMD/NVDA" is true, supply chain constraints may lead to an increase in average selling price (ASP) and margin expansion, aspects that are currently not fully priced in by the market model.