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"New Stock God" Serenity Responds to Excessive Volatility in U.S. Stocks: AI Investment Logic Remains Unchanged, Market Adjustments Do Not Require Panic

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Golden Finance reports that the "new stock god" Serenity posted on the X platform that during market adjustments, leading stocks in the AI sector generally came under pressure, with Nvidia down 4.87%, Micron Technology down 7.03%, and Palantir falling as much as 22.02%. The media always tries to find narratives for market fluctuations, such as attributing Micron's sharp decline to Broadcom's outlook putting pressure on chip stocks, but these explanations are more post-hoc stories. In reality, Broadcom has already projected strong growth in AI-related demand through 2028, and the logic of AI infrastructure development has not changed. The only substantial change is that the market's expectation of the Federal Reserve's rate hike probability has increased.
Serenity added that such pullbacks occur several times each year as the market hits new all-time highs. Personally, I wouldn't try to trade based on changes in Federal Reserve policy expectations, but instead choose to remain bullish on companies with strong fundamentals and earnings guidance.
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