Serenity: Very optimistic about AAOI, with potential monthly revenue reaching $471 million in the first half of 2027

Odaily Planet Daily reported that Serenity posted on X platform, expressing optimism about its high-conviction long position in AAOI. AAOI possesses the rare laser capabilities sought after by hyperscalers like AMD. The entire industry is currently constrained by NVIDIA's bottlenecks, and it has a US transceiver supply chain for mass production of 800G and 1.6T. With demand far exceeding supply and assembly outsourced to Asia, its quoted monthly revenue for the transition from the first half to the second half of 2027 is $471 million, equivalent to an annualized run rate of $5.6 billion based on a $13.5 billion market cap.

Furthermore, many significant inflection point trading volumes are expected to arrive later in 2028. Regarding volatility, there may be an active $600 million ATM facility utilized at random times, while random bearish commentary and macroeconomic factors may also trigger further fluctuations from time to time. With about a year to go until the target, the timeline is still in its early stages.