Serenity slams Barron's optical communications coverage: questioning the media's lack of industry research capabilities

Odaily Planet Daily News "White-hair Stock God" Serenity posted on X platform, satirizing Barron's recent coverage of optical communications supply chain companies (such as AAOI), questioning traditional financial media's lack of professional background when analyzing the tech industry.

Serenity stated that Barron's wanted to write articles about optical supply chain companies, but considered the related research "too simple" and even unnecessary to have a professional engineering background. Subsequently, the media hired a newcomer who previously came from a nonprofit communications consulting field.

According to Serenity's description, on the newcomer's first day on the job, they were required to conduct model analysis on company revenue growth, profit margin forecasts, continuous wave (CW) laser supply bottlenecks, and internal production capacity — but the newcomer said they "didn't understand these contents" and believed the stock "looked like a memestock."

Serenity further mocked that Barron's might then use "memestock" 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 need a deeper understanding of technology and supply chain logic, rather than relying solely on market sentiment for reporting.