---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000534151.md"
description: "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"
datetime: "2026-03-18T09:17:17.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000534151.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000534151.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000534151.md)
author: "[Serenity](https://longbridge.com/en/profiles/26792196.md)"
generator: "portal-rs"
---

# I feel like markets should value:$Applied Optoelec…


### Related Stocks

- [LWLG.US](https://longbridge.com/en/quote/LWLG.US.md)
- [POET.US](https://longbridge.com/en/quote/POET.US.md)
- [AAOI.US](https://longbridge.com/en/quote/AAOI.US.md)
- [WIN.US](https://longbridge.com/en/quote/WIN.US.md)
- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**