BlockBeats News, June 12th - The "White Hair Stock God" Serenity posted, stating that the market should support key U.S. domestic companies such as AAOI instead of shorting these companies. Serenity believes that the U.S. should support critical AI infrastructure from laser wafer manufacturing to production, rather than continuing to outsource transceiver supply to Asian regions like Malaysia and Thailand. Companies including AAOI, Intel (INTC), IQE, XFAB, Micron (MU), WOLF, SOI, SIVE, among others, are all crucial to the U.S. supply chain and are receiving subsidies to ensure Western supply chain security.

Previously, a common type of trade was to short developing U.S. or Western stocks while hedging with subsidized overseas companies. However, looking at past bankruptcies of energy and solar companies, this model has actually had a negative impact on the U.S. AI infrastructure and grid after many years. Serenity expressed hopes of changing this mindset, as investing in building critical Western supply chains such as photonics is a very righteous cause.

Serenity further stated that if AAOI achieves the forecasted monthly revenue of $471 million after relocating production back to the U.S., the market should not expect its failure, nor should it label key supply chain nodes as meme stocks or bubbles. The U.S. and the EU will not whimsically provide subsidies or allocate funding under the "CHIPS Act."