Serenity: Amplifying technical details—how a pessimistic stance on tech giants is evolving into a new traffic strategy

BlockBeats message, July 12, Serenity posted saying that a new type of “bearish scheme” targeting technology companies with trillion-dollar market caps such as Nvidia, TSMC, and others has appeared recently in the market: some viewpoints intentionally exaggerate certain issues in specific technologies or the supply chain, then derive conclusions that the entire project will be delayed and even that the business will be set back. These operations often put companies in a difficult dilemma: if a company chooses not to respond, the related remarks may have a negative impact on the stock price and market sentiment; if the company steps out to clarify, it is also hard to disclose too many details, because supply chain information typically involves trade secrets, and public doubts may not necessarily dissipate as a result.

Serenity further said that in the current social media environment and traffic-incentive mechanisms, this model of manufacturing controversy and amplifying partial problems to gain attention is being copied by more and more people, and the long-term development trend is worth the market’s caution.