Serenity's 2025 Optical Communications Picks Gain 255%-1345%, with SIVE Now Showing Similar Early Potential

According to Odaily, Serenity reviewed his early 2025 investments in the optical communications sector on June 16, confirming that his thematic thesis has been validated. His original targets—AAOI, LITE, and AXTI—saw market capitalizations surge from $2 billion, $26 billion, and $500 million respectively to $15.37 billion, $74.47 billion, and $7.24 billion as of now. Serenity noted that while some ASIC-related details may evolve with further disclosure, his overall industry trend analysis proved accurate. He now observes similar early-stage characteristics in SIVE, valued at approximately $3 billion.
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