“New Stock God”: Missing the AI Super Cycle Could Be Costly; Photonics, Storage, and Neoclouds Worth Watching

Odaily reported that “New Stock God” Serenity posted on X platform, expressing curiosity about how investors would feel if they missed the AI super cycle.

Serenity believes that photonics, storage, and Neoclouds (new 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 joked that some investors are still holding onto IREN, which has “endless $6 billion ATM financing capabilities,” while overlooking the potential opportunities within the AI industry chain.