I feel like markets should value:
$Applied Optoelectronics(AAOI.US) $93 -> $162 (~$13B MC) after their new capacity projections today. and $SIVE should be valued at 7.7 -> 38.5 ($1.1B MC) at least?If one is ramping to ~$1.97B capacity EOY 2027 (which is basically revenue, since hyperscalers are buying anything they can make)Then the other is the likely laser supplier to hyperscaler supply chains from $Amazon(AMZN.US) Trainium to $Microsoft(MSFT.US) Maia Clusters?At the very least, should price in forward revenue growth. This is including execution uncertainty, and without premiums assigned to others like $Lightwave Logic(LWLG.US) at $1.1b+. If Win semi qualifies $SIVE and $POET Tech(POET.US)/Ayar/and others scale up. I feel like $SIVE valuation could easily 20x-30x from here? If $Applied Optoelectronics(AAOI.US) hits $378M/month projections, could easily 5x from here to a ~$30B MC. These possible price targets is how insane the optical supercycle is (like memory), but largely depends on how each company can execute.Source: Serenity
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