Serenity（白毛股神）@aleabitoreddit发帖2026-06-16

作者回顾了对光学股AAOI、LITE和AXTI的过往预测，指出其市值大幅增长，并将当前机会类比于SIVE。

作者回顾了对光学股AAOI、LITE和AXTI的过往预测，指出其市值大幅增长，并将当前机会类比于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.”