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This article provides a detailed analysis of investor Serenity's bullish thesis on AAOI (Applied Optoelectronics) from $28 to $195. The core argument is that AAOI, as an optical module company that manufactures its own laser chips, occupies a key node in the AI data center optical interconnect supply chain. Laser production capacity is becoming a bottleneck, so there is still room for market cap revaluation.