“New Stock God”: Missing the AI Super Cycle Could Be Costly; Photonics, Storage, and Neoclouds Worth Watching
2026-06-23 00:24
Odaily Planet Daily News "New Stock God" Serenity posted on X platform, expressing curiosity about how investors would feel if they miss the AI super cycle.
Serenity believes that photonics, memory, and Neoclouds (new-type cloud computing service providers) represented by Nebius (NBIS) are all expected to benefit from the development opportunities of the AI super cycle. At the same time, they quipped that some investors are still holding IREN, which has "endless $6 billion ATM financing capabilities," while overlooking potential opportunities in the AI industry chain.
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