Serenity responds to the pullback of optical AI stocks such as SIVE: only minor fluctuations during the upward trend, still firmly adding positions BlockBeats News: On May 27th, in response to the pullback of most optical AI stocks after today's opening, SIVE fell more than 10%. The "new stock god" Serenity said, "There is no obvious negative news today, and there is often a lot of volatility during the upward trend." On the news side, AAOI is limited by the potential issuance of $600 million ATMs in the short term, and SIVE may benefit from next week's discussion of the EU chip bill and the inflow of MSCI/NASDAQ OMX funds. Serenity emphasizes that he has been increasing his holdings and has high confidence in the photonics theme, especially CPO, given the overall expansion of TAM in the next two years. [Original link]