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“White-Haired Stock Guru” Serenity Responds to Criticism: The Market, Not Angry Social Media Comments, is the Ultimate Arbiter of Right and Wrong
Odaily, "White-Haired Stock Guru" Serenity posted on X, reviewing his past experiences where his investment views faced skepticism. He stated that many original investment ideas initially face strong opposition, but ultimately the market becomes the standard for judging right and wrong. He has faced significant criticism for being bullish on several companies, for example:$AXTI: Early on, it was questioned as a "scam company," and related discussions even led to a ban from Reddit's WSB forum. However, it later received coverage from Reuters, and the performance of the Indium Phosphide (InP) substrate industry company, along with institutional investor validation, confirmed its logic.$RPI: Initially labeled a "meme stock" by the market, analysts believed it lacked fundamentals. However, earnings reports showed the company's future revenue growth expectation reached 58%, and it was subsequently re-evaluated as a high-growth AI hardware company.$SIVE: Once considered a "meme stock" by numerous investors, it later gained institutional buying support, including attention from Fidelity Research, JPMorgan Chase, and others, and announced partnerships with companies like Jabil and GlobalFoundries.Serenity stated, "The market will ultimately decide what is right or wrong, not the angry comments or posts on X (formerly Twitter)." He added that as each investment thesis gets validated one by one, the eventual market performance overshadows the early noise. He also listed several other cases that were initially doubted but later gained market recognition, including:$AAOI: Near $30, management was questioned as "untrustworthy";$LITE: At $300, the photonics industry was considered to be in a bubble;$RKLB: At $20, it was dismissed as just a low-revenue launch company;$HOOD: At $20, it faced negative sentiment due to the GameStop trading restriction incident;$IQE: Considered just a small UK company lacking partnerships in the photonics field;$SOI: Analysts at a European bank considered its valuation too high;$NBIS: Questioned for having no competitive moat;$INTC: The market thought it couldn't compete with TSMC;$MRVL: The market feared its ASIC market share would be taken by Broadcom;$AEHR: The market misinterpreted its earnings report, thinking the company lacked revenue;$EWY: The market believed the South Korean semiconductor cycle was in a bubble.
“White-Haired Stock Guru” Serenity Summarizes Investment Stereotypes Across Different Markets: US Favors Future Narratives, Europe Focuses More on Resource Constraints
“White-Haired Stock Guru” Serenity posted a summary of the regional market style differences observed on X:1. USA: Bullish on all “futuristic” narratives, such as targets like $SPCX. Less sensitive to valuations, more focused on potential and imagination.2. Europe: From SIVE to SOI, attention to AI infrastructure construction is relatively weak. The time frame leans toward performance over the past 12 months (specifically noting that Belgium has performed decently, while observing France and Sweden).3. South Korea: High-leverage “Degen” style with extremely volatile markets, similar to the intense fluctuation structure of “50x Hyperliquid traders entering the stock market.”4. Japan: Generally mild and supportive, with fewer aggressive short-selling or bearish expressions.Serenity added that data on other regions such as Latin America is still insufficient, but observations will continue in the future.
“White-Haired Stock God” Serenity: Continuous-Wave Lasers Could Become Core Bottleneck for AI Optical Interconnects; Related Assets Hold Strategic Value
“White-Haired Stock God” Serenity stated on X platform that he believes the "photonics theme + continuous-wave (CW) laser bottleneck" is one of the most important investment directions in the current AI infrastructure field.Serenity pointed out that the market seems to have overlooked Lumentum's (LITE) market cap growth from about $30 billion in 2024 to over $65 billion, with the core reason being the EML laser supply bottleneck driven by NVIDIA and changes in the optical network architecture.He believes the market is currently experiencing a similar logic, where continuous-wave lasers, 1.6T optical modules, and CPO (Co-Packaged Optics) architecture have become the focus of a new round of industrial upgrades. As NVIDIA continues to sign long-term supply agreements, AMD and other cloud service providers are competing for supply chain resources for continuous-wave lasers and optical components.Serenity cited Goldman Sachs research, stating that the total addressable market (TAM) for the optical communications market could grow to $154 billion by 2028, while the CPO market size is expected to surge from nearly zero to $91 billion within the next two and a half years.He stated that companies including Applied Optoelectronics (AAOI), SIVE, and other continuous-wave laser-related enterprises all hold strategic value, and believes the market may once again replicate the investment opportunities brought by the EML laser supply crunch. He is currently focusing on related assets in the continuous-wave laser supply chain, such as SOI, Tower Semiconductor (TSEM), and SIVE.
“White-Haired Stock Guru” Serenity Responds to Criticism: The Market, Not Angry Social Media Comments, is the Ultimate Arbiter of Right and Wrong
Odaily, "White-Haired Stock Guru" Serenity posted on X, reviewing his past experiences where his investment views faced skepticism. He stated that many original investment ideas initially face strong opposition, but ultimately the market becomes the standard for judging right and wrong. He has faced significant criticism for being bullish on several companies, for example:$AXTI: Early on, it was questioned as a "scam company," and related discussions even led to a ban from Reddit's WSB forum. However, it later received coverage from Reuters, and the performance of the Indium Phosphide (InP) substrate industry company, along with institutional investor validation, confirmed its logic.$RPI: Initially labeled a "meme stock" by the market, analysts believed it lacked fundamentals. However, earnings reports showed the company's future revenue growth expectation reached 58%, and it was subsequently re-evaluated as a high-growth AI hardware company.$SIVE: Once considered a "meme stock" by numerous investors, it later gained institutional buying support, including attention from Fidelity Research, JPMorgan Chase, and others, and announced partnerships with companies like Jabil and GlobalFoundries.Serenity stated, "The market will ultimately decide what is right or wrong, not the angry comments or posts on X (formerly Twitter)." He added that as each investment thesis gets validated one by one, the eventual market performance overshadows the early noise. He also listed several other cases that were initially doubted but later gained market recognition, including:$AAOI: Near $30, management was questioned as "untrustworthy";$LITE: At $300, the photonics industry was considered to be in a bubble;$RKLB: At $20, it was dismissed as just a low-revenue launch company;$HOOD: At $20, it faced negative sentiment due to the GameStop trading restriction incident;$IQE: Considered just a small UK company lacking partnerships in the photonics field;$SOI: Analysts at a European bank considered its valuation too high;$NBIS: Questioned for having no competitive moat;$INTC: The market thought it couldn't compete with TSMC;$MRVL: The market feared its ASIC market share would be taken by Broadcom;$AEHR: The market misinterpreted its earnings report, thinking the company lacked revenue;$EWY: The market believed the South Korean semiconductor cycle was in a bubble.
“White-Haired Stock Guru” Serenity Summarizes Investment Stereotypes Across Different Markets: US Favors Future Narratives, Europe Focuses More on Resource Constraints
“White-Haired Stock Guru” Serenity posted a summary of the regional market style differences observed on X:1. USA: Bullish on all “futuristic” narratives, such as targets like $SPCX. Less sensitive to valuations, more focused on potential and imagination.2. Europe: From SIVE to SOI, attention to AI infrastructure construction is relatively weak. The time frame leans toward performance over the past 12 months (specifically noting that Belgium has performed decently, while observing France and Sweden).3. South Korea: High-leverage “Degen” style with extremely volatile markets, similar to the intense fluctuation structure of “50x Hyperliquid traders entering the stock market.”4. Japan: Generally mild and supportive, with fewer aggressive short-selling or bearish expressions.Serenity added that data on other regions such as Latin America is still insufficient, but observations will continue in the future.
“New Stock God” Serenity: Photonics-Related Stocks May Benefit Sequentially Within 3 to 15 Months After the EU CHIPS Act Release
: “New Stock God” Serenity posted on platform X, stating that the proposal for the EU Chips Act 2.0 has been officially released. Photonics technology has been confirmed as a structural component of EU policy, which constitutes a long-term positive for the photonics industry. The proposal explicitly supports the development of photonic integrated circuits (PICs) and related technologies. This includes building and strengthening the advanced design, prototyping, and industrialization capabilities for PICs, expanding the EU's design capabilities in the photonics field, supporting pilot production lines and open semiconductor manufacturing facilities for PICs and related technologies, and developing and maintaining design libraries and design automation tools for PICs. The key policy directions include:1. Co-packaged optics (CPO/interconnects) for AI data centers, benefiting Sivers (SIVE)2. Silicon photonics applications for high-bandwidth data center interconnects, benefiting X-FAB (XFAB)3. Strengthening production technical capabilities for photonic integrated circuits, including co-packaging, heterogeneous integration, and material platforms4. The strategic position of SOI wafers within the EU is confirmed, with Soitec and Siltronic being key participantsSerenity's analysis indicates that the Act structurally benefits leading European photonics companies, especially those involved in AI data centers. It is expected that related stocks will benefit sequentially within 3 to 15 months after the policy release, and the market may have already started to react in a forward-looking manner.
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Serenity: Global markets are adjusting, and high-beta stocks may hit bottom first.
“White-Haired Stock God” Serenity posted that global markets are currently undergoing an adjustment, with heavyweight stocks such as SK Hynix and Samsung Electronics exerting downward pressure—causing the Korea Composite Stock Price Index (KOSPI) to fall 8.18% and the Nikkei 225 Index to drop 4.8%. Recently, some high-beta assets have experienced sharp corrections—for instance, SOI and RKLB shares have plunged 30%–40%.
“White-Haired Stock God” Serenity: Continuous-Wave Lasers Could Become Core Bottleneck for AI Optical Interconnects; Related Assets Hold Strategic Value
“White-Haired Stock God” Serenity stated on X platform that he believes the "photonics theme + continuous-wave (CW) laser bottleneck" is one of the most important investment directions in the current AI infrastructure field.Serenity pointed out that the market seems to have overlooked Lumentum's (LITE) market cap growth from about $30 billion in 2024 to over $65 billion, with the core reason being the EML laser supply bottleneck driven by NVIDIA and changes in the optical network architecture.He believes the market is currently experiencing a similar logic, where continuous-wave lasers, 1.6T optical modules, and CPO (Co-Packaged Optics) architecture have become the focus of a new round of industrial upgrades. As NVIDIA continues to sign long-term supply agreements, AMD and other cloud service providers are competing for supply chain resources for continuous-wave lasers and optical components.Serenity cited Goldman Sachs research, stating that the total addressable market (TAM) for the optical communications market could grow to $154 billion by 2028, while the CPO market size is expected to surge from nearly zero to $91 billion within the next two and a half years.He stated that companies including Applied Optoelectronics (AAOI), SIVE, and other continuous-wave laser-related enterprises all hold strategic value, and believes the market may once again replicate the investment opportunities brought by the EML laser supply crunch. He is currently focusing on related assets in the continuous-wave laser supply chain, such as SOI, Tower Semiconductor (TSEM), and SIVE.
“White-Haired Stock Guru” Serenity Responds to Criticism: The Market, Not Angry Social Media Comments, is the Ultimate Arbiter of Right and Wrong
Odaily, "White-Haired Stock Guru" Serenity posted on X, reviewing his past experiences where his investment views faced skepticism. He stated that many original investment ideas initially face strong opposition, but ultimately the market becomes the standard for judging right and wrong. He has faced significant criticism for being bullish on several companies, for example:$AXTI: Early on, it was questioned as a "scam company," and related discussions even led to a ban from Reddit's WSB forum. However, it later received coverage from Reuters, and the performance of the Indium Phosphide (InP) substrate industry company, along with institutional investor validation, confirmed its logic.$RPI: Initially labeled a "meme stock" by the market, analysts believed it lacked fundamentals. However, earnings reports showed the company's future revenue growth expectation reached 58%, and it was subsequently re-evaluated as a high-growth AI hardware company.$SIVE: Once considered a "meme stock" by numerous investors, it later gained institutional buying support, including attention from Fidelity Research, JPMorgan Chase, and others, and announced partnerships with companies like Jabil and GlobalFoundries.Serenity stated, "The market will ultimately decide what is right or wrong, not the angry comments or posts on X (formerly Twitter)." He added that as each investment thesis gets validated one by one, the eventual market performance overshadows the early noise. He also listed several other cases that were initially doubted but later gained market recognition, including:$AAOI: Near $30, management was questioned as "untrustworthy";$LITE: At $300, the photonics industry was considered to be in a bubble;$RKLB: At $20, it was dismissed as just a low-revenue launch company;$HOOD: At $20, it faced negative sentiment due to the GameStop trading restriction incident;$IQE: Considered just a small UK company lacking partnerships in the photonics field;$SOI: Analysts at a European bank considered its valuation too high;$NBIS: Questioned for having no competitive moat;$INTC: The market thought it couldn't compete with TSMC;$MRVL: The market feared its ASIC market share would be taken by Broadcom;$AEHR: The market misinterpreted its earnings report, thinking the company lacked revenue;$EWY: The market believed the South Korean semiconductor cycle was in a bubble.
“White-Haired Stock Guru” Serenity Summarizes Investment Stereotypes Across Different Markets: US Favors Future Narratives, Europe Focuses More on Resource Constraints
“White-Haired Stock Guru” Serenity posted a summary of the regional market style differences observed on X:1. USA: Bullish on all “futuristic” narratives, such as targets like $SPCX. Less sensitive to valuations, more focused on potential and imagination.2. Europe: From SIVE to SOI, attention to AI infrastructure construction is relatively weak. The time frame leans toward performance over the past 12 months (specifically noting that Belgium has performed decently, while observing France and Sweden).3. South Korea: High-leverage “Degen” style with extremely volatile markets, similar to the intense fluctuation structure of “50x Hyperliquid traders entering the stock market.”4. Japan: Generally mild and supportive, with fewer aggressive short-selling or bearish expressions.Serenity added that data on other regions such as Latin America is still insufficient, but observations will continue in the future.
“New Stock God” Serenity: Photonics-Related Stocks May Benefit Sequentially Within 3 to 15 Months After the EU CHIPS Act Release
: “New Stock God” Serenity posted on platform X, stating that the proposal for the EU Chips Act 2.0 has been officially released. Photonics technology has been confirmed as a structural component of EU policy, which constitutes a long-term positive for the photonics industry. The proposal explicitly supports the development of photonic integrated circuits (PICs) and related technologies. This includes building and strengthening the advanced design, prototyping, and industrialization capabilities for PICs, expanding the EU's design capabilities in the photonics field, supporting pilot production lines and open semiconductor manufacturing facilities for PICs and related technologies, and developing and maintaining design libraries and design automation tools for PICs. The key policy directions include:1. Co-packaged optics (CPO/interconnects) for AI data centers, benefiting Sivers (SIVE)2. Silicon photonics applications for high-bandwidth data center interconnects, benefiting X-FAB (XFAB)3. Strengthening production technical capabilities for photonic integrated circuits, including co-packaging, heterogeneous integration, and material platforms4. The strategic position of SOI wafers within the EU is confirmed, with Soitec and Siltronic being key participantsSerenity's analysis indicates that the Act structurally benefits leading European photonics companies, especially those involved in AI data centers. It is expected that related stocks will benefit sequentially within 3 to 15 months after the policy release, and the market may have already started to react in a forward-looking manner.