Serenity: Very Bullish on AAOI, Monthly Revenue Could Reach $471 Million by First Half of 2027

Serenity expressed optimism on X platform regarding its high-conviction long position on AAOI. AAOI possesses the scarce laser capabilities sought after by hyperscalers like AMD. The entire industry is currently constrained by bottlenecks related to NVIDIA, and AAOI has a US-based transceiver supply chain for mass production of 800G and 1.6T. With demand far exceeding supply and assembly outsourced to Asia, its quoted monthly revenue for the transition from the first half of 2027 to the second half stands at $471 million, representing an annualized run rate of $5.6 billion based on a $13.5 billion market cap.Furthermore, many significant inflection point trading volumes are expected to arrive later in 2028. Regarding volatility, there may be an active $600 million ATM facility utilized at random times, and occasional bearish commentary along with macroeconomic factors could trigger further fluctuations. Currently, there is still one year until the target, and the timeline remains in its early stages.