Woofun AI notes that Serenity, known as the 'White-Haired Stock God,' recently highlighted the expanding scale of private optical entity OpenLight on X Corp. The commentary suggests that unless one qualifies as an accredited investor, exposure to this private-sector growth can be effectively gained through publicly traded equities within its broader ecosystem. Key relevant entities include JBL and partner SIVE, which are developing technologies for photonic integrated circuits, alongside MRVL and MXL for digital signal processors.

Additionally, TSEM provides wafer foundry services, while TFC Optical (300394.SZ) offers packaging, testing, and sub-component support. Serenity emphasized that participants in the optical industry maintain relatively close operational connections, reinforcing the validity of these public proxies.