“White-Haired Stock Guru” Serenity Responds to Criticism: The Market, Not Angry Social Media Comments, is the Ultimate Arbiter of Right and Wrong

Odaily, "White-Haired Stock Guru" Serenity posted on X, reviewing his past experiences where his investment views faced skepticism. He stated that many original investment ideas initially face strong opposition, but ultimately the market becomes the standard for judging right and wrong. He has faced significant criticism for being bullish on several companies, for example:

$AXTI: Early on, it was questioned as a "scam company," and related discussions even led to a ban from Reddit's WSB forum. However, it later received coverage from Reuters, and the performance of the Indium Phosphide (InP) substrate industry company, along with institutional investor validation, confirmed its logic.

$RPI: Initially labeled a "meme stock" by the market, analysts believed it lacked fundamentals. However, earnings reports showed the company's future revenue growth expectation reached 58%, and it was subsequently re-evaluated as a high-growth AI hardware company.

$SIVE: Once considered a "meme stock" by numerous investors, it later gained institutional buying support, including attention from Fidelity Research, JPMorgan Chase, and others, 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)." He added that as each investment thesis gets validated one by one, the eventual market performance overshadows the early noise. He also listed several other cases that were initially doubted but later gained market recognition, including:

$AAOI: Near $30, management was questioned as "untrustworthy";

$LITE: At $300, the photonics industry was considered to be in a bubble;

$RKLB: At $20, it was dismissed as just a low-revenue launch company;

$HOOD: At $20, it faced negative sentiment due to the GameStop trading restriction incident;

$IQE: Considered just a small UK company lacking partnerships in the photonics field;

$SOI: Analysts at a European bank considered its valuation too high;

$NBIS: Questioned for having no competitive moat;

$INTC: The market thought it couldn't compete with TSMC;

$MRVL: The market feared its ASIC market share would be taken by Broadcom;

$AEHR: The market misinterpreted its earnings report, thinking the company lacked revenue;

$EWY: The market believed the South Korean semiconductor cycle was in a bubble.