Serenity states that Nvidia and optoelectronic roadmaps remain unchanged, and retail investors are capitulating while institutions may take the opportunity to deploy.

Serenity stated that the roadmap for optoelectronics and Nvidia remains unchanged, LITE will be sold out over the next two years, SIVE is about to ramp up with GlobalFoundries, Jabil, Poet, Ayar, and other hyperscale suppliers, TSMC COUPE and its Taiwanese suppliers have not disappeared, AAOI's monthly revenue expectation of $471 million for the second half of 2027 remains unchanged, IQE's epitaxial wafer contracts with Macom and Tower Semi have not disappeared, and AXTI still holds about 40% market share in the indium phosphide substrate supply chain. Retail investors are capitulating due to stock price fluctuations, while institutions may be taking the opportunity to position themselves.