深潮TechFlow
深潮TechFlow|6月 20, 2026 11:59
["'White-Haired Stock God' Serenity Responds to Criticism: The Market Ultimately Validates Investment Logic, Several Early Recommendations Have Gained Institutional Recognition"] According to Deep Tide TechFlow, on June 20, "White-Haired Stock God" Serenity posted that many original investment opinions often face strong skepticism in their early stages. However, as the market and company fundamentals evolve, they are eventually validated. Serenity noted that several of their past investment opinions on stocks had faced significant opposition. For example: 1. AXTI was initially criticized as a "scam company" and discussions about it even led to bans in certain communities. However, subsequent Reuters reports, data on its indium phosphide (InP) substrate business, and institutional recognition confirmed its technological positioning. 2. RPI was once labeled a "meme stock" by the market, but its financial reports revealed a projected future revenue growth of 58%, exceeding prior market expectations. 3. SIVE also faced heavy skepticism but later attracted attention from Fidelity and was purchased by institutions like Morgan. Serenity also cited several other cases, including AAOI, LITE, RKLB, HOOD, IQE, INTC, and MRVL, stating that "the market is the ultimate judge of right and wrong, not the angry comments on Platform X." These companies were also doubted in their early stages, but the ultimate standard for judgment in the investment market is not negative commentary on social media but rather corporate performance, technological trends, and capital market outcomes. Serenity believes that as multiple investment theses gradually materialize, past skepticism is being replaced by market performance.
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