TechFlow News, June 1st: “New Stock God” Serenity posted on X stating that its holding in EWY has surged 485% over the past several months, primarily driven by an expansion in implied volatility and a directional “memory market long” strategy.
Serenity noted that although many investors panicked and liquidated positions amid volatility surrounding Iran’s situation, the long-term bullish strategy in the memory sector—powered by semiconductor companies such as Samsung, SK Hynix, and Micron Technology—delivered extraordinary returns. If one could anticipate Samsung and SK Hynix becoming the world’s most profitable companies by 2028, maintaining investment in this sector during periods of high volatility—and patiently waiting for the strategy to materialize—could prove an effective approach.
(Note: EWY is an ETF tracking the South Korean equity market, with major constituents including Samsung Electronics, SK Hynix, and large South Korean financial, manufacturing, and export-oriented firms.)
