BlockBeats News, June 5th, AAOI surged against the trend yesterday, rising by 10%. The "Stock God" Serenity responded to this by stating, "AAOI has been one of the stocks I consistently buy on dips since $28." With strong demand for its 800G/1.6T optical transceivers, if execution is strong, the stock price could double or even triple.

Furthermore, if the "rumored collaboration with AMD/NVDA" is true, supply bottlenecks may lead to an increase in ASP and margin expansion, which is currently not fully priced into the market model.