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New Stock Guru Serenity: Increasing Stake in AAOI Since $28, Potential for Two to Threefold Increase

On June 5, AAOI rose 10% against the trend yesterday. New stock guru Serenity responded by stating, 'AAOI is one of the stocks we have been accumulating since it was at $28.' The demand for its 800G/1.6T optical transceivers is strong, and if execution is solid, the stock price could potentially double or triple. Furthermore, if the rumors of a potential collaboration with AMD/NVDA are true, supply bottlenecks could lead to an increase in ASP and margin expansion, indicating that the current market model is underpricing this potential.

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