“White-Haired Stock God” Serenity: Three Major Tech Themes Progressing, Photonics and Memory May Be the Next Main Phase

Odaily Planet Daily News “White-Haired Stock God” Serenity stated on the X platform that his three earlier proposed major investment themes: New Cloud Computing (Neoclouds), Photonics Technology (Photonics), and Memory are gradually being realized in the market and validated by individual stock performance. Judging from the trends of assets such as AAOI, EWY, and NBIS, the related industrial chain is entering a phase of accelerated differentiation, with some targets reaching all-time highs.

Serenity also mentioned that IREN has shown relatively stagnant performance due to the pressure from an approximately $6 billion ATM equity offering, while Nebius continues to strengthen, forming a clear pattern of divergence. The core of the market lies in identifying main themes in advance and concentrating allocations in the right tracks, but even with the correct software direction chosen, returns may fall short of expectations due to differences in structural market conditions.

In terms of outlook, Serenity believes that photonics technology is still in its early stages but has significant long-term potential; Nebius has the potential to develop into a “cloud computing version of AWS”; while Micron (MU), SK Hynix, and Samsung Electronics may possess industry-level revaluation potential similar to Nvidia, driven by structural memory demand.