PANews, June 20 – "White-Haired Stock God" Serenity published a long post on X, reviewing multiple rounds of his own investment views that were widely questioned early on but later validated by the market, and sharing his long-term stock-picking insights. Serenity stated that forward-looking, original investment theses often face significant doubt and criticism in the early stages. Negative comments on social platforms cannot determine whether a view is right or wrong; market trends, industry fundamentals, and institutional capital are the ultimate yardsticks. He cited several representative stocks to support his judgment:
$AXTI: Initially called a "scam company" by the market, with related discussions even banned on Reddit's WSB forum; later, Reuters reports, company performance delivery, and institutional entry validated its industry logic;
$RPI: Initially categorized as a MEME stock with no fundamentals and dismissed by analysts; after financial guidance showed 58% revenue growth, the market redefined it as a high-growth AI hardware play;
$SIVE: Once viewed by retail investors as a MEME stock, it subsequently received research coverage and buying from institutions like Fidelity and JPMorgan, while also announcing industrial partnerships with Jabil and GlobalFoundries.
In addition, Serenity listed over a dozen other stocks that endured prolonged negative market skepticism before their fundamentals were later confirmed:
$AAOI: Management was questioned as untrustworthy when the stock was at $30;
$LITE: Deemed a bubble in the photonics sector when in the $300 range;
$RKLB: Considered to have weak revenue scale at the $20 stage;
$HOOD: Heavily criticized over the GameStop trading restriction incident; \(IQE: Its photonics industry partnership value was underestimated;
$SOI: European bank analysts viewed its valuation as too high;
$NBIS: Questioned for lacking core competitive moats;
$INTC: Widely dismissed as unable to compete with TSMC;
$MRVL: Market worried its ASIC share would be squeezed by Broadcom;
$AEHR: Bearish on its revenue due to misinterpretation of financial reports;
$EWY: Considered to be in a severe Korean semiconductor cycle bubble.
He summarized his view: "The market ultimately decides what is right or wrong, not angry comments or posts on X." As each investment thesis is validated by industry developments, financial reports, and institutional capital, short-term opinion noise will eventually be drowned out by persistently strengthening market performance.
