Odaily Planet Daily News: "White-Haired God of Stocks" Serenity posted on X, reflecting on past experiences where her investment views were questioned, noting that many original investment ideas initially face strong opposition, but ultimately the market becomes the standard for judging right from wrong. She previously faced significant criticism for being bullish on several companies, such as:
$AXTI: Initially questioned as a "scam company" and even banned from Reddit's WSB forum due to related discussions; however, its narrative has since been validated by Reuters coverage, financial performance from indium phosphide (InP substrate) industry companies, and institutional investors.
$RPI: Initially labeled a "meme stock" by the market and considered by analysts to lack fundamental value, its latest earnings report revealed an expected 58% revenue growth, leading to a reclassification as a high-growth AI hardware company.
$SIVE: Once regarded by many investors as a "meme stock," it later gained institutional buying support, with attention from firms such as Fidelity Research and JPMorgan Chase, and announced partnerships with companies like Jabil and GlobalFoundries.
Serenity said, “The market will ultimately determine what is right or wrong, not angry comments or posts on X (formerly Twitter).” She noted that as investment theses are validated over time, the market’s final performance will drown out early noise, and cited several examples of assets that were initially questioned but later gained market recognition, including:
$AAOI: Management was questioned as "untrustworthy" near $30;
$LITE: A bubble in the photon industry was considered to exist at $300;
$RKLB: Considered merely a low-income launch project at $20;
$HOOD: Received negative sentiment due to the GameStop trading restrictions at $20;
$IQE: Considered merely a small UK company with limited collaboration in the photonics field;
$SOI: European bank analysts believe the valuation is too high;
$NBIS: Questioned for having no competitive moat;
$INTC: The market believes it cannot compete with TSMC;
$MRVL: Market concerns that its ASIC market share is being overtaken by Broadcom;
$AEHR: The market misinterpreted the earnings report, believing the company lacks revenue;
$EWY: The market believes there is a bubble in South Korea's semiconductor cycle.