Svmuu News: “The New Stock Guru” Serenity posted on X, expressing curiosity about how investors will feel after missing out on the AI supercycle.
Serenity believes that photonics, memory, and Neocloud (a new type of cloud computing service provider) represented by Nebius (NBIS) are all poised to benefit from the growth opportunities presented by the AI supercycle. She also quipped that some investors are still holding IREN—which “has an endless $6 billion ATM financing capacity”—while overlooking potential opportunities within the AI industry chain.
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"The New Stock Guru": Missing the AI Supercycle Could Come at a Huge Cost; Photonics, Storage, and Neoclouds Are Worth Watching
svmuu.com22/06/2026 20:24
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