Serenity, the 'white haired stock god', reviews early investments in optical communication, names SIVE or repeats similar opportunities Odaily Planet Daily News: "White haired Stock God" Serenity published an article reviewing its early investment views on the optical communication field in 2025, and stated that its related thematic logic has been verified. At the beginning of 2025, its focus on optical beacons included AAOI, LITE, and AXTI, with corresponding market values of about $2 billion, $26 billion, and $500 million, respectively. As of now, it has risen to $15.37 billion, $74.47 billion, and $7.24 billion. Serenity further pointed out that due to the early stage of the time communication theme and limited market information, some detailed judgments about ASIC projects may deviate with subsequent information disclosure. However, overall, their judgments on industry trends and theme directions have been validated. Now seeing the SIVE of the optical beacon with a market value of about 3 billion US dollars, it once again creates a sense of "deja vu" similar to the layout of AAOI, LITE, and AXTI.