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Investor Serenity Eyes Jabil as Undervalued AI Optics Play with 40% Upside Potential

GateNews
Stocks
According to investor Serenity on X, Jabil (market cap approximately $38 billion) represents an undervalued long-term investment opportunity in AI infrastructure. The company's 1.6T LRO pluggable optical module business may not be fully priced in by the market, Serenity said. He expects the segment to drive significant growth as industry bottlenecks shift from demand constraints to upstream supply limitations by H1 2027. Serenity estimates Jabil could see around 40% valuation reappreciation as the market recognizes the opportunity, citing the company's established global supply chain and inherited Intel optical module production lines. He noted he currently holds no position in the stock.
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