BlockBeats News, June 18th, Serenity's post stated, "Overall, laser companies like AAOI and SIVE are my personal favorites because they have tremendous revenue expansion potential. They can not only be limited to selling laser diodes but can also manufacture complete optical modules and various optical engines or ELS (external light source) components. Or like COHR, they can even extend upstream into the substrate manufacturing field, achieving vertical integration, and continuously improving their gross margin and total addressable market size TAM."

A significant part of this is to accurately identify the investment theme in advance, after all, many people didn't even think that "photonics" could become a truly hot concept last year.

And what I think will surprise most people is that we are still in a very early stage. The vast majority of revenue ramp-up will not happen until next year, either in the first half or second half of 2027."