Serenity criticizes Barron's optical communications coverage: questioning media's lack of industry research capability

Odaily reported that "White-Haired Stock God" Serenity posted on X, mocking Barron's recent coverage of optical communications supply chain companies (such as AAOI), questioning traditional financial media's lack of professional background when analyzing the tech industry.

Serenity stated that Barron's wanted to write articles about optical supply chain companies but considered the relevant research "too simplistic," not even requiring a professional engineering background. Subsequently, the media outlet hired a newcomer who previously came from a non-profit communications consulting field.

According to Serenity, on the newcomer's first day, they were tasked with modeling analysis of company revenue growth, margin forecasts, continuous wave (CW) laser supply bottlenecks, and internal production capacity. However, the newcomer said they "didn't understand these topics" and considered the relevant stock "looked like a meme stock."

Serenity further mocked that Barron's might subsequently use "meme stock" as the theme of its next report, quipping, "If you don't even understand it yourself, why write about it."

These remarks reflect the recent competition in research around hot investment areas such as AI infrastructure, optical communications, and computing power supply chains. As AI data center construction drives attention to industry chains such as optical modules and lasers, some investors believe traditional financial media needs a deeper understanding of technology and supply chain logic, rather than relying solely on market sentiment for reporting.