Serenity Talks about AAOI: If Revenue Meets Expectations or Corresponds to 800%+YoY Growth, Market Focus on Buying Price Range According to BlockBeats, on June 22nd, market participants discussed the valuation and growth expectations of the optical communication concept stock AAOI on social media, sparking discussions among investors about its reasonable buying price. Serenity stated that if the company's revenue is realized as expected, or corresponds to a year-on-year growth of over 800%, it may achieve an annualized revenue of approximately $5.6 billion (based on the current market value of approximately $12.8 billion), while monthly revenue may continue to grow to approximately $471 million, mainly driven by the expansion of AI infrastructure demand. The discussion suggests that in the context of limited industry capacity, customers such as cloud service providers (CSPs) and Advanced Micro Devices continue to lock in supply through long-term agreements (LTAs), or drive up industry prices and profit margins. Assuming exponential growth in demand until 2028, the average selling price (ASP) and profit margin may improve synchronously, but the final buying price still depends on investors' own risk preferences and valuation judgments. [Original link]