Serenity responds to sharp decline in CPO stock: the market has misjudged, and the value of related stocks is supported by actual revenue.

Serenity responded in an article, stating that the previously mentioned CPO stocks have actual revenue support, in sharp contrast to quantum computing, which has almost no revenue.

Serenity once again emphasized its positive outlook on the optical module market. According to the theme, in the next two years, TAM will grow ninefold to $154 billion (according to the GS report), especially with the dollar content in expansion/upgrades increasing 16-fold/45-fold. “Despite sharp short-term fluctuations, supply and demand fundamentals will drive the stock price back on track.”