「White Hair Stock God」 Investment Recommendation on JBL: The $1.6 Trillion Optoelectronic Module Business Has Not Yet Been Priced by the Market, and the Market Will Gradually Realize Its Value by 2027

BlockBeats News, June 9th, The "White-Haired Stock God" Serenity Calls for Long Position on JBL: Serenity believes that JBL (JeP) with a market capitalization of approximately $38 billion seems to be a "very worthy long-term buying opportunity." The market has not yet fully priced in JBL's 1.6T LRO (Linear Receive Optical) pluggable optical module business—especially considering the first half of 2027 when SIVE serves as a laser bottleneck, the supply-demand logic has switched from whether there is enough demand to how much you can produce. JBL has a mature supply chain in place and has taken over Intel's pluggable production line, a model that is more scalable than AAOI's capital-intensive path of expanding laser wafer fabs through market financing—SIVE, along with multiple foundries like Win Semi, mass-produces lasers, JBL is responsible for backend assembly, essentially a complimentary Innolight-style architecture, complete with a U.S. onshore manufacturing premium.

Serenity anticipates that the first half of 2027 will be the time window for the market to gradually realize this value, at which point there may be approximately 40% valuation reassessment potential. Serenity also emphasizes that he currently has no positions and is just presenting an idea for others to research.