BlockBeats news, on May 27, in response to the pullback of most optical AI stocks after today’s open and SIVE’s sharp decline of over 10%, "New Stock God" Serenity stated, “There were no obvious negative catalysts today; volatility is often high during upward trends. On the news front, AAOI faces short-term upward pressure due to potential limitations on a $600 million ATM offering, while SIVE may benefit from next week’s EU chip bill discussions and capital inflows from MSCI/NASDAQ OMX.”
Serenity emphasizes that she has consistently been adding to her position and has strong confidence in the photonics theme—particularly CPO—given the expected expansion of the overall TAM over the next two years.
BlockBeats Note: Serenity is a highly influential veteran trader on the WallStreetBets (WSB) subreddit forum, achieving a cumulative investment return of over 38x this year. All of his core research is freely and publicly shared, focusing on critical supporting segments within NVIDIA’s AI chip supply chain. By thoroughly analyzing the indispensable “small but vital” components involved in chip manufacturing and packaging, he precisely identifies key chokepoints in the supply chain and positions himself in upstream assets with scarcity and pricing power. SIVE (Sivers Semiconductors) is the stock Serenity has mentioned most frequently, having issued 190 public recommendations to date. Since his first public recommendation on March 16, 2026, the stock has surged 19.6x.