Serenity: Beware of a New Type of "Bearish Narrative" Emerging in the Market Targeting Trillion-Dollar Companies Like Nvidia

Odaily Odaily reports that "White-Hair Stock God" Serenity posted on X platform, stating that a new "bearish trick" has emerged in the market recently, targeting trillion-dollar market cap tech companies such as Nvidia and TSMC. This trick involves intentionally exaggerating issues in certain technology or supply chain links to deduce conclusions about project delays or even business setbacks. Such operations often put companies in a dilemma: if they choose not to respond, the related remarks can negatively impact stock prices and market sentiment; if they come forward to clarify, they struggle to disclose too many details, as supply chain information typically involves trade secrets, and external doubts may not necessarily dissipate.

Serenity added that in the current social media environment and traffic incentive mechanism, this model of gaining attention by creating controversy and amplifying local problems is being replicated by more and more people, and its long-term development trend warrants market vigilance.