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Serenity: The market is the ultimate judge; individual investment logic is continuously proven under doubt and delivered.
BlockBeats News, June 20 — Serenity stated that many viewpoints often face strong skepticism in their early stages, especially the more original the investment idea, the more likely it is to spark market controversy. Investment judgments around AXTI once sparked widespread opposition, even leading to its ban on the Reddit WSB forum. At that time, the market generally considered the company a "suspicious concept company," but subsequent reports from Reuters, industry financial reports, and research from multiple institutions gradually verified its true competitive position.
Additionally, Serenity listed several cases including AAOI, LITE, RKLB, HOOD, IQE, SOI, NBIS$, NTC, MRVL, AEHR, and EWY, emphasizing that their investment logic faced market skepticism at different stages but was later gradually validated by various degrees of fundamental or market performance.
In the long run, the market is the ultimate arbiter of right and wrong. As various investment logic is gradually proven by results, early negative voices will be gradually diluted, and the performance of price and earnings is the final standard for judgment.