Svmuu News: Serenity, the trader known as the “White-Haired Stock Guru,” posted that when pointing out a bottleneck in a particular industry, one should simultaneously consider going long on related assets. He recalled that he had previously discussed supply chain bottlenecks in MLCCs (multi-layer ceramic capacitors), and that related stocks had risen significantly over the past two months, including: Taiyo Yuden: up approximately 211.38%; Vishay Intertechnology: up approximately 146.15%; Murata: up approximately 155.43%. Serenity noted that this rally “unfolded within two months” and self-deprecatingly admitted to missing out on the opportunity. This case once again highlights the amplifying effect that expectations of supply chain tensions in the semiconductor and passive component sectors have on stock prices, as well as the high volatility characteristic of event-driven trading over short time frames.