"White-Haired Stock God" Serenity Reviews MLCC Supply Chain Predictions: Related Stocks Surge Over 200% in Two Months
星球日报|6月 19, 2026 12:57
Odaily Planet Daily News: Trader Serenity, known as the "White-Haired Stock God," stated in a post that when identifying bottlenecks in a particular industry, one should simultaneously consider going long on related assets. He recalled previously discussing the bottleneck issues in the MLCC (Multilayer Ceramic Capacitor) supply chain, noting that related stocks have seen significant gains over the past two months, including:
- Taiyo Yuden: Up approximately 211.38%
- Vishay Intertechnology: Up approximately 146.15%
- Murata: Up approximately 155.43%
Serenity remarked that this round of market movement "was completed within two months" and humorously admitted to missing out on the opportunity to profit from the surge. This case once again highlights the amplifying effect of semiconductor and passive component supply chain tension expectations on stock prices, as well as the high volatility characteristic of event-driven trading within short cycles.
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