“The White-Haired Stock Guru” Serenity: Three months ago, the market was generally bearish on the storage sector; I recommended stepping back from the prevailing narrative and thinking independently.

Svmuu News: “The White-Haired Stock Guru” Serenity posted on X, stating that three months ago, the market was generally bearish on the memory sector, but since then, several memory and related assets have seen significant gains: 1. Micron Tech: $380 → $1,122 (+195.26%); 2. SanDisk: $565 → $2,155 (+281.42%); 3. MSCI: $132 → $219 (+65.91%); 4. SK Hynix: 849,000 KRW → 2,685,000 KRW (+215.5%); 5. Samsung Electronics: 172,000 KRW → 362,000 KRW (+110.7%). Serenity added that when highly speculative optimistic predictions—such as “Samsung will become the world’s most profitable company by 2028”—emerge in the market, investors may need to step back from the current narrative framework and make independent judgments, much like the past shifts in themes such as “oil, LNG, helium, and Iran.”Currently, a similar logic may be playing out in the optics/photonics sector, where photonics and storage are the two core themes and may still be in the “early stages of a supercycle.”