On June 5, 'New Stock Guru' Serenity stated that AAOI is currently the most favored bullish target in the US stock market. Serenity plans to continue buying in batches to lower the cost of holdings if AAOI's stock price dips to around $150 or even $170, demonstrating long-term confidence in the company's future development. According to Bitget market data, AAOI's pre-market stock price fell by 2.7%, currently reported at $197.41. Besides AAOI, Serenity is also optimistic about JBL's growth prospects. With the 1.6T LRO (linear pluggable optical module) products related to SIVE expected to enter large-scale production in the first half of 2027, the company is likely to benefit from the growing demand for high-speed interconnects in AI data centers, further boosting its performance. Additionally, Serenity mentioned Reddit's parent company RDDT, considering it also worthy of investors' attention. Regarding chip manufacturer MRVL, Serenity provided a more forward-looking assessment, stating that if investors believe MRVL has the potential to grow into a trillion-dollar company and trust the long-term expansion logic of AI infrastructure as described by NVIDIA CEO Jensen Huang, then MRVL will also be one of the key beneficiaries worth focusing on in the AI industry chain.
All Comments