Serenity@aleabitoredditPost2026-06-16

The author reflects on past predictions for optical stocks AAOI, LITE, and AXTI, noting th

The author reflects on past predictions for optical stocks AAOI, LITE, and AXTI, noting their significant market cap growth and drawing a parallel to current opportunity in SIVE.

“Fun throwback to random ideas back in 2025. Back then, $AAOI was $2B MC, $LITE was a $26B MC, $AXTI was $500M Now: - AAOI is $15.37B - Lumentum is $74.47B - AXT is $7.24B Was working off less information back then, given it was an early theme. Obviously nuances with ASIC programs might have been missed as more details came out. But directionally, glad thematically my ideas turned out correct. Feels like dejavu seeing current $3B MC optical longs like $SIVE.”