Serenity Maintains Bullish Stance on AAOI, Targets $560M ARR by 2027 Amid Optical Module Supply Shortage

According to BlockBeats, Serenity maintained a bullish stance on optical module maker AAOI on June 17, citing structural supply-demand imbalances in AI infrastructure. The investor emphasized that high-end laser and optical module production constraints persist, while AMD and major cloud providers increase demand for high-speed optical interconnects amid continued supply bottlenecks dominated by NVDA in the broader AI ecosystem. The U.S. domestic supply chain holds key advantages in 800G/1.6T optical modules, though overall supply remains tight.

Serenity projected the company could reach approximately $560 million in annualized revenue by 2027, arguing current valuations do not fully reflect long-term growth potential, with key revenue expansion phases potentially extending through 2028.