BlockBeats News, May 27th, in response to the pullback of most optical AI stocks after today's opening, SIVE plummeted over 10%. The "Stock God" Serenity stated, "There is no significant negative news today, and there is often significant volatility during the uptrend." On the news front, AAOI may see a short-term upside due to a potential $600 million ATM issuance limit, while SIVE may benefit from the EU chip regulation discussion next week and MSCI/NASDAQ OMX inflows.

Serenity emphasized that they have been consistently increasing their positions, given the overall TAM expansion in the next two years. They have high confidence in the photonics theme (especially CPO).