Svmuu News: Serenity posted on X, stating that it remains optimistic about a high-confidence long position in AAOI.AAOI possesses the scarce laser capabilities sought by hyperscale companies such as AMD. Currently, the entire industry is constrained by a bottleneck in NVIDIA, and AAOI has a U.S.-based transceiver supply chain capable of mass-producing 800g and 1.6T products.With demand far outstripping supply and assembly outsourced to Asia, the company’s projected monthly revenue for the second half of 2027 is $471 million, equivalent to an annualized run rate of $5.6 billion at a market capitalization of $13.5 billion. Furthermore, several major inflection points in trading volume are expected to occur later in 2028. Regarding volatility, there may be active $600 million at-the-money (ATM) options exercised at random times, and random bearish sentiment and macroeconomic factors may also trigger additional volatility from time to time. With one year remaining until the target date, the timeline is still in its early stages.