"White-Haired Stock God" Serenity: Three months ago, the market broadly turned bearish on storage. He suggests jumping out of the narrative and thinking independently.

Odaily Planet Daily News: "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, many storage and related assets have seen significant 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 Korean Won → 2.685 million Korean Won (+215.5%);

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

Serenity added that if highly speculative predictions like "Samsung will become the world's most profitable company by 2028" appear in the market, investors may need to try to make independent judgments by stepping away from the current narrative framework, referencing past theme shifts such as "Oil, LNG, Helium, Iran." He noted that a similar logic might currently be replaying in the optical/photonics field, stating that photonics and storage are two core themes that may still be in the "early stages of a super cycle."