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"White-haired Stock God" Serenity Responds to Doubts: The market is the ultimate judge of right and wrong, not angry comments on social media platforms
Odaily Planet Daily reports that “White Hair Stock God” Serenity posted on the X platform a recap of his past experiences in which multiple investment views were questioned, and said that many original investment ideas are strongly opposed at the beginning, but ultimately the market will become the standard for judging what is right or wrong. He said he had also faced a large amount of criticism for being bullish on many companies, for example:
$AXTI: In the early stage, it was questioned as a “scam company,” and even got banned from Reddit’s WSB forum due to related discussions; but later, Reuters coverage, the performance of indium phosphide wafer (InP substrate) industry companies, and validation by institutional investors verified his logic.
$RPI: At first, the market called it a “meme stock,” and analysts believed it lacked fundamentals, but the earnings report showed the company’s future revenue growth expectations reaching 58%, and it was re-evaluated as a high-growth AI hardware company.
$SIVE: Once seen by many investors as a “meme stock,” but later received support from institutional buying, including attention from institutions such as Fidelity Research and JPMorgan Chase, and it announced partnerships with companies including Jabil and GlobalFoundries.
Serenity said, “In the end, the market will decide what is correct or incorrect, not the angry comments or posts on X (formerly Twitter).” He also said that as each investment thesis is proven, the final market performance will outweigh the early noise. He further listed multiple cases that were previously questioned but later gained market recognition, including:
$AAOI: Around $30, it was questioned that the management was “untrustworthy”;
$LITE: Around $300, it was believed that there was a bubble in the photonics industry;
$RKLB: Around $20, it was regarded as only a low-revenue launch company;
$HOOD: Around $20, it suffered negative reviews due to the GameStop trading restriction incident;
$IQE: It was considered just a small UK company, lacking partnerships in the photonics sector;
$SOI: European bank analysts believed the valuation was too high;
$NBIS: It was questioned for lacking competitive moats;
$INTC: The market believed it couldn’t compete with TSMC;
$MRVL: The market worried that its ASIC market share would be taken by Broadcom;
$AEHR: The market misread the earnings report, thinking the company lacked revenue;
$EWY: The market believed there was a bubble in the Korean semiconductor cycle.