The "new stock god" Serenity: AAOI is currently my top pick among US stocks, and I will increase my holdings if it pulls back.

BlockBeats reported on June 5 that the "New Stock God" Serenity posted that AAOI is currently the most promising US stock long target. Recently, as long as AAOI’s stock price retraces to around $150, or even approximately $170, she will continue to buy in batches to average down the holding cost, showing long-term confidence in the company’s future development. According to Bitget market data, AAOI’s US stock fell 2.7% in pre-market trading and is now at $197.41.

In addition to AAOI, Serenity is also optimistic about JBL's growth prospects. As the 1.6T LRO (Linear Pluggable Optical Module) products related to SIVE are expected to enter mass production in the first half of 2027, the company is likely to benefit from the growing demand for high-speed interconnections in AI data centers, which could further drive its performance. Serenity also mentioned RDDT, the parent company of the social media platform Reddit, and believes it is also worthy of investors' attention.

Regarding chip manufacturer MRVL, Serenity gave a more forward-looking judgment, stating that if investors believe MRVL has the potential to grow into a trillion-dollar market cap company and trust in the AI infrastructure long-term expansion outlined by NVIDIA CEO Jensen Huang, then MRVL will also be one of the important beneficiaries of the AI industry chain worthy of attention.