Serenity Criticizes Barron’s Optical Communications Coverage: Questioning the Media’s Lack of Industry Research Capability

Odaily News "White-Haired Stock God" Serenity posted on X platform, sarcastically commenting on Barron’s recent coverage of optical communications supply chain companies (such as AAOI), questioning whether traditional financial media lacks professional expertise when analyzing the technology sector.

Serenity stated that Barron’s wanted to write articles about optical supply chain companies, but believed the related research was "too simple," and even claimed it didn’t require a professional engineering background. Subsequently, the media outlet hired a newcomer who previously came from a non-profit communications consultancy field.

According to Serenity, on the newcomer’s first day on the job, they were required to conduct model analyses on company revenue growth, margin forecasts, continuous wave (CW) laser supply bottlenecks, and internal capacity, but the newcomer said they "didn’t understand these contents" and believed the related stocks "looked like a meme stock."

Serenity further mocked that Barron’s might subsequently use "meme stock" as the theme of its next report, joking, "If you don’t even understand it yourself, why write about it."

These remarks reflect the recent research competition surrounding hot investment areas such as AI infrastructure, optical communications, and computing power supply chains. As AI data center construction drives attention to industry chains like optical modules and lasers, some investors believe traditional financial media needs a deeper understanding of technology and supply chain logic, rather than relying solely on market sentiment for reporting.