Svmuu News: "The White-Haired Stock Guru" Serenity posted on X, stating that the three major investment themes he proposed earlier—Neoclouds, Photonics, and Memory—are gradually materializing in the market and being validated by individual stock performance.Judging by the price movements of assets ranging from AAOI and EWY to NBIS, the relevant industrial chains are entering a phase of accelerating divergence, with some of these stocks already hitting all-time highs. Serenity also noted that IREN has lagged behind due to pressure from an ongoing approximately $6 billion ATM share issuance, while Nebius has continued to strengthen, creating a clear divergence in performance.The key to success in the market lies in identifying the main themes early and concentrating investments in the right sectors; however, even when selecting the right software direction, returns may fall short of expectations due to differences in structural market conditions. Looking ahead, Serenity believes that photonics technology remains in its early stages but offers significant long-term growth potential; Nebius has the potential to evolve into the “AWS of cloud computing,” while Micron (MU), SK Hynix, and Samsung Electronics may, driven by structural memory demand, possess industry-level revaluation potential similar to that of NVIDIA.