Svmuu News: Serenity, known as the “White-Haired Stock Guru,” posted that she has long shared her personal research and core insights for free, without attempting to sell products or provide investment advice to others, while consistently and transparently disclosing her personal investment returns—whether profits or losses. Regarding some paid technical analysis (TA) subscription services, if these institutions were truly capable of consistently and accurately predicting crashes in the semiconductor market, they should, in theory, be generating massive profits through short selling rather than relying on paid content for revenue.
Regarding the recent sharp pullback in AI-related stocks such as semiconductors and optical communications, Serenity explained that if one’s investment portfolio were leveraged at 1.4x and highly concentrated in the memory chip and photonics supply chains, and the related assets fell by an average of 35%, the portfolio’s theoretical drawdown could reach approximately 49%. AI-related assets still possess long-term recovery potential, as demand across the AI industry chain is experiencing structural growth, including: rising demand for AI computing, expanding energy requirements for data centers, growing demand for high-performance storage, and upgrades to network infrastructure. Although the market is experiencing significant short-term volatility, AI infrastructure development remains in a long-term growth cycle, as evidenced by overall demand across computing, energy, memory, and network communications.