PANews reported on June 6th that Serenity, a self-proclaimed "new stock market guru," stated on the X platform that leading AI stocks generally faced pressure during the market correction, with Nvidia falling 4.87%, Micron Technology falling 7.03%, and Palantir experiencing a significant drop of 22.02%. The media often tries to find narratives to explain market fluctuations, such as attributing Micron's sharp decline to Broadcom's outlook putting pressure on chip stocks. However, such explanations are more of an afterthought. In reality, Broadcom has projected strong growth in AI-related demand until 2028, and the logic behind AI infrastructure construction remains unchanged. The only substantial change is the increased market expectation of a Federal Reserve interest rate hike.

Serenity added that such pullbacks occur several times a year during market highs, and personally, he would not try to trade changes in Fed policy expectations, but instead choose to remain bullish on companies with strong fundamentals and earnings guidance.