Serenity is bullish on the AI photonics sector, with a focus on AAOI, SIVE, FOCI, and Shunsin.
Source：
x.com
Renowned investor Serenity stated that, against the backdrop of continued expansion in AI photonics and data center infrastructure, AAOI, SIVE, FOCI, and Shunsin Technology are his current top high-risk, high-reward investment picks, and he is optimistic about the future growth potential of the silicon photonics and advanced packaging industry chain.
