“New Stock God”: Missing the AI Super Cycle Could Be Costly; Photonics, Storage, and Neoclouds Worth Watching

Odaily reported that “New Stock God” Serenity posted on platform X, expressing curiosity about how investors will feel if they miss the AI super cycle.

Serenity believes that photonics, memory storage, and Neocloud providers represented by Nebius (NBIS) are all poised to benefit from the development opportunities of the AI super cycle. Meanwhile, Serenity quipped that some investors are still holding IREN, which has “endless $6 billion ATM financing capabilities,” while overlooking potential opportunities within the AI industry chain.