Serenity: Beware of a New "Short-Selling Narrative" Targeting Trillion-Dollar Companies Like Nvidia

Odaily News "White-Haired Stock God" Serenity posted on platform X, stating that recently, a new type of "short-selling narrative" has emerged in the market, targeting trillion-dollar market cap technology companies like Nvidia and TSMC. This narrative suggests that some viewpoints deliberately amplify specific issues in technology or supply chain links, then extrapolate conclusions of project delays or even business setbacks. Such tactics often put companies in a dilemma: if the company chooses not to respond, the related rhetoric could negatively impact stock prices and market sentiment. If the company comes forward to clarify, it may find it difficult to disclose too many details, as supply chain information usually involves trade secrets, and external doubts may not necessarily dissipate as a result.

Serenity added that in the current social media environment and traffic incentive mechanisms, this model of gaining attention by creating controversy and amplifying local issues is being replicated by more and more people. Its long-term development trend is worthy of market vigilance.