"White-haired Stock God" Serenity: 3 months ago, the market was broadly bearish on storage; suggests stepping out of narratives and thinking independently.

Odaily Planet Daily reported that "White-haired Stock God" Serenity posted on platform X, stating that three months ago, the market was generally bearish on the storage sector. However, since then, multiple storage and related assets have seen significant price increases:

1. Micron Technology: $380 → $1,122 (+195.26%);

2. SanDisk: $565 → $2,155 (+281.42%);

3. MSCI: $132 → $219 (+65.91%);

4. SK Hynix: 849,000 KRW → 2,685,000 KRW (+215.5%);

5. Samsung Electronics: 172,000 KRW → 362,000 KRW (+110.7%).

Serenity added that if the market features highly extended optimistic predictions such as "Samsung will become the world's most profitable company in 2028," investors may need to try to step away from the current narrative framework and make independent judgments, similar to past thematic shifts like "Oil, LNG, Helium, Iran." Currently, a similar logic might be unfolding in the optics/photonics field. Photonics and storage are two core themes and may still be in the "early stages of a super cycle."