"White-Haired Stock God" Serenity: Three Months Ago, the Market Was Bearish on Storage, Advising Independent Thinking Beyond the Narrative

Odaily Planet Daily News: "White-Haired Stock God" Serenity posted on the X platform, stating that three months ago, the market was generally bearish on the storage sector. However, since then, multiple storage and related assets have seen significant increases: 1. Micron Technology: $380 → $1122 (+195.26%) 2. SanDisk: $565 → $2155 (+281.42%) 3. MSCI: $132 → $219 (+65.91%) 4. SK Hynix: 849K KRW → 2.685M KRW (+215.5%) 5. Samsung Electronics: 172K KRW → 362K KRW (+110.7%) Serenity added that if the market starts to see highly optimistic predictions such as "Samsung will become the world's most profitable company by 2028," investors may need to attempt independent judgment beyond the current narrative framework. For example, themes like "oil, LNG, helium, Iran" have shifted in the past. A similar logic might currently be unfolding in the optics/photonics field. Photonics and storage are two core themes and may still be in the early stages of a "supercycle."