On June 2, 'New Stock Guru' Serenity stated that AAOI is its top pick among U.S. photonics stocks, with the stock rising 20.1% today. Serenity believes that if investors are looking for the 'next SanDisk,' AAOI could be the relevant target. They indicated that photonics-related companies may experience a significant turning point in the second half of 2027. It is still slightly early to enter the second half of 2026, as the industry is still in the capacity-building phase. Serenity noted that generally, excluding aerospace and quantum concepts, the market tends to price future growth about eight months in advance. They believe that the turning point for accelerated revenue growth in photonics companies is approaching, with the key being to wait for the right timing and endure fluctuations in the meantime.