[Serenity Responds to Sharp Decline in CPO Stocks: Market Misjudgment, Relevant Stock Values Supported by Actual Revenue] BlockBeats News, July 3 — In response to the recent collective decline in photonics stocks, Serenity issued a statement addressing the situation. The previously mentioned CPO stocks are supported by actual revenue, contrasting sharply with quantum computing stocks, which generate almost no revenue. Among them, LITE's production capacity has been sold out through 2029, and AAOI has entered the market with independent CW production capacity made in the U.S., projecting quarterly revenue to reach $1.4 billion by the first half of 2027, while its current market capitalization is a mere $9.3 billion. Serenity reiterated its optimism about the optical module market, noting that the TAM (Total Addressable Market) is expected to grow ninefold over the next two years, reaching $154 billion (according to a GS report), with dollar content in expansion/upgrades increasing by 16x/45x. "Despite short-term volatility, supply-demand fundamentals will drive stock prices back to their intrinsic value." [Original Link]