BlockBeats news, on May 26, "New Stock God" Serenity posted on social media stating that Win Semiconductors (3105), though rarely featured in photonics analysts' reports, is expected to become a critical bottleneck in the mass production of lasers next year, offering significant expected value disparity. Sinotek-KY (6451) has recently begun to show signs of technical momentum and is already demonstrating investment value within this round of Taiwan stock bull market portfolios.
With the Taipei Computer Show (Computex) and the NVIDIA Technology Summit taking place in succession, Hua Jing Electronics (3363) and MSSCorp (6830) are expected to attract significant institutional investor attention. Meanwhile, Xin Fuxing (8147) may face short-term volatility due to asset disposal matters, but once these uncertainties are resolved, it offers substantial mid- to long-term valuation recovery potential, with a possible upside of up to three times.
The aforementioned stocks are bullish targets with core allocation value within Taiwan's current CPO industry chain, particularly offering notable valuation attractiveness at current levels.
BlockBeats Note: Serenity is a highly influential veteran trader on the Reddit forum WallStreetBets (WSB), achieving a cumulative investment return of over 38x this year. All of his core research is freely published. His analytical framework focuses on critical supporting segments within NVIDIA’s AI chip supply chain, meticulously mapping out the indispensable “cog” components in chip manufacturing and packaging to precisely identify key chokepoints in the supply chain, and subsequently positioning himself in upstream assets with scarcity and pricing power.