"New Stock God" Serenity: AAOI may be the next SanDisk, the turning point for the photonics company may appear in 2027

"New Stock God" Serenity stated that AAOI is its most favored photonics stock in the U.S., with the stock rising 20.1% today. Serenity believes that if investors are looking for the "next SanDisk," AAOI might be the relevant target. It mentioned that photonics-related companies may encounter a significant turning point in the second half of 2027. Currently, it is still slightly early to enter the second half of 2026, as the industry is still in the capacity construction phase.

Serenity stated that, generally speaking, except for aerospace and quantum concepts, the market usually prices future growth about 8 months in advance. It believes that the turning point for accelerated revenue growth in photonics companies is approaching, and the key is to wait for the right timing and endure fluctuations during the period.