The "new stock god" Serenity: AAOI, SIVE, Foci, and Shunsin are currently the four stocks with the best risk-reward ratio

Odaily reported that the "new stock god" Serenity shared on X platform the four stocks he is most optimistic about at present: AAOI, SIVE, Foci, and Shunsin, stating that at current market cap levels, these assets offer the best risk-reward ratio.

He stated that AAOI is benefiting from production capacity expansion scheduled for 2027 and increased demand for silicon photonics; SIVE’s photonics business revenue pipeline is growing rapidly with relatively high profit margins; Foci is a key participant in the supply chain of Nvidia and a certain exchange’s FAU; Shunsin is heavily involved in the CPO and photonic packaging business undertaken by Foxconn, but the associated value has yet to be fully priced in by the market.

In addition, Serenity also listed XFAB as a "runner-up" stock, believing it is likely to benefit from the EU's “Chips Act 2” and the development of the silicon photonics industry.