「Stock Market Oracle」 Serenity Bullish on AI Photonics Supply Chain, Mentions AAOI, SIVE, Foci, and Shunsin

On May 30, self-proclaimed "new stock guru" Serenity shared a social media post about the current frenzy around AI photonics and data center infrastructure investments, naming four high-risk-reward stocks he’s most bullish on: AAOI, SIVE, FOCI, and Shunsin Technology. For AAOI, Serenity noted the firm is tapping into the expansion of U.S.-based optical module and laser production capacity, with operations covering every step from laser manufacturing to final assembly stateside. He projects its monthly revenue will reach roughly $471 million by 2027, and the total addressable market (TAM) could see further exponential growth in 2028. SIVE, he added, has equally strong revenue growth prospects: its overall revenue pipeline is around 77% higher than historical levels, targeting approximately $799 million. Most of this growth comes from its photonics business, which is expected to deliver a 60% gross margin. Turning to FOCI, Serenity pointed out it’s a key supplier to NVIDIA and TSMC in the fiber array unit (FAU) space, and a critical bottleneck in the COUPE architecture. With a current market capitalization of about $2.8 billion, he says the stock remains undervalued by the broader market. Shunsin Technology, meanwhile, isn’t widely followed by most investors but is heavily involved in co-packaged optics (CPO) and photonics packaging testing. The company continues to land orders from firms like NVIDIA—some signed through its subsidiaries—meaning the market hasn’t fully priced in its upside potential. Beyond these four picks, Serenity also considers XFAB an alternative target, as it’s poised to become a key beneficiary of Europe’s upcoming "Chip Act 2.0" silicon photonics industry chain. He’s optimistic about silicon carbide (SiC) and gallium nitride (GaN) wafer foundries too, which will stand to gain from NVIDIA’s push toward an 800V DC data center power architecture upgrade.