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"The White-Haired Stock Guru" Serenity Responds to Criticism: The Market Is the Ultimate Arbiter of Right and Wrong, Not Angry Comments on Social Media Platforms
Svmuu News: Serenity, known as the “White-Haired Stock Guru,” posted on X, reflecting on past instances where her investment views were met with skepticism. She noted that many original investment ideas face strong opposition initially, but ultimately the market serves as the arbiter of right and wrong. She has faced significant criticism for her bullish stance on several companies, such as: $AXTI: Initially labeled a “scam company” and even banned from Reddit’s WSB forum due to related discussions; however, its logic was later validated by a Reuters report, the performance of companies in the indium phosphide (InP) substrate industry, and institutional investors. $RPI: Initially labeled a “meme stock” by the market, analysts believed it lacked fundamentals; however, its financial reports showed projected future revenue growth of 58%, leading to its reevaluation as a high-growth AI hardware company. $SIVE: Once viewed by many investors as a “meme stock,” it subsequently gained institutional buying support, attracting attention from firms such as Fidelity Research and JPMorgan Chase, and announced partnerships with companies like Jabil and GlobalFoundries. Serenity stated, “The market will ultimately decide what is right or wrong, not the angry comments or posts on X (formerly Twitter).” ” The firm added that as investment theses are validated one by one, ultimate market performance will overshadow the initial noise, citing several examples of companies that were previously questioned but later gained market recognition, including: $AAOI: Management was deemed “untrustworthy” when the stock traded around $30; $LITE: Considered a bubble in the photonics industry when trading at $30; $RKLB: Viewed as merely a low-revenue spin-off company when trading at $20; $HOOD: Faced negative sentiment due to the GameStop trading restrictions incident when trading at $20; $IQE: Perceived as just a small UK company lacking partnerships in the photonics sector; $SOI: European bank analysts deemed its valuation too high; $NBIS: Questioned for lacking competitive barriers; $INTC: The market believed it could not compete with TSMC; $MRVL: The market was concerned that Broadcom would take over its ASIC market share; $AEHR: The market misinterpreted its financial reports, believing the company lacked revenue; $EWY: The market believes there is a bubble in the South Korean semiconductor cycle.
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