"White-Haired Stock God" Serenity: Verification of Three Major Tech Themes Progressing, Photonics and Memory Could Become Next-Stage Main Themes

Odaily reported that "White-Haired Stock God" Serenity posted on the X platform, stating that the three major investment themes he proposed earlier—Neoclouds, Photonics, and Memory—are gradually being realized in the market and verified by individual stock performances. Based on the price movements of assets such as AAOI, EWY, and NBIS, the related industrial chains are entering an accelerated differentiation phase, with some targets reaching all-time highs.

Serenity also mentioned that IREN's performance has been relatively stagnant due to the pressure of a continuous approximately $6 billion ATM offering, while Nebius continues to strengthen, forming a clear pattern of divergence. The core of the market lies in identifying main themes in advance and making concentrated allocations in the right tracks. However, even with the correct choice of software direction, returns may fall short of expectations due to differences in structural market conditions.

In terms of outlook, Serenity believes that photonics technology is still in its early stages but has significant long-term potential; Nebius has the potential to develop into a "cloud computing version of AWS." Meanwhile, Micron (MU), SK Hynix, and Samsung Electronics could possess industry-level revaluation potential similar to Nvidia's, driven by structural memory demand.