“White-Haired Stock Guru” Serenity Reviews Early Optical Communication Investments, Names SIVE as Potentially Repeating Similar Opportunities
“White-Haired Stock Guru” Serenity has published a review of their early-stage investment views on the optical communication sector from 2025. Serenity stated that the underlying thematic logic has now been validated. At the beginning of 2025, the optical communication targets they focused on included AAOI, LITE, and AXTI, with corresponding market capitalizations of approximately $20 billion, $26 billion, and $500 million respectively. As of now, these have risen to $15.37 billion, $74.47 billion, and $7.24 billion.Serenity further noted that since the optical communication theme was still in its early stages at that time, market information was limited. Some detailed judgments regarding ASIC projects may have deviated as subsequent information was disclosed. However, overall, their assessments of industry trends and thematic direction have been confirmed. Now, seeing SIVE, an optical communication target with a market capitalization of approximately $3 billion, it evokes a similar “déjà vu” feeling as when they initially positioned themselves in AAOI, LITE, and AXTI.
