"New Stock Guru" Serenity: AAOI, SIVE, Foci, and Shunsin Are the Four Stocks with the Best Risk-Reward Ratio Right Now

Odaily Planet Daily News: "New Stock Guru" Serenity shared on the X platform their top four stock picks at the moment: AAOI, SIVE, Foci, and Shunsin, stating that at current market valuation levels, these stocks offer the best risk-reward ratio. Serenity explained that AAOI benefits from capacity expansion in 2027 and growing demand for silicon photonics; SIVE's photonics business revenue pipeline is rapidly growing with high profit margins; Foci is a key player in NVIDIA and TSMC's FAU supply chain; and Shunsin is deeply involved in Foxconn's CPO and photonics packaging business, though its value has yet to be fully priced in by the market. Additionally, Serenity listed XFAB as a "runner-up" pick, believing it could benefit from the EU's "Chips Act 2" and the development of the silicon photonics industry.