**["New Stock God" Serenity Bullish on AI Photonics Industry Chain, Names AAOI, SIVE, Foci, and Shunsin]** BlockBeats News, May 30 – "New Stock God" Serenity posted on social media, expressing optimism about four high-risk, high-reward stocks amid the current wave of investment in AI photonics and data center infrastructure. The four stocks are AAOI, SIVE, FOCI, and Shunsin Technology. Serenity believes that AAOI is benefiting from the expansion of U.S. domestic optical module and laser production capacity. The company completes all processes, from laser manufacturing to assembly, within the U.S., and its monthly revenue is expected to reach approximately $471 million by 2027, with the total addressable market (TAM) potentially experiencing exponential growth by 2028. Regarding SIVE, Serenity noted that the company’s revenue growth outlook is equally strong, with its overall revenue pipeline growing about 77% compared to historical levels, projected to reach approximately $799 million. Most of this growth is attributed to its photonics business, with gross margins for related operations expected to reach 60%. Serenity also highlighted that Foci is a key supplier to NVIDIA and TSMC in the FAU (Fiber Array Unit) sector and a critical bottleneck in the COUPE architecture. Despite its current market valuation of approximately $2.8 billion, Serenity believes it remains undervalued. Additionally, Serenity pointed out that Shunsin, though less noticed by the market, is heavily involved in packaging and testing services related to CPO (Co-Packaged Optics) and photonics. The company continues to secure related orders from NVIDIA and others, with some contracts even signed through its subsidiaries, suggesting that the market has yet to fully reflect its potential value. Beyond these four companies, Serenity also listed XFAB as an alternative pick, believing it could become a major beneficiary of the European "Chips Act 2.0" in the silicon photonics industry chain. Serenity is also optimistic about silicon carbide (SiC) and gallium nitride (GaN) wafer foundries benefiting from NVIDIA's push for an 800V DC data center power architecture upgrade. [Original Link]