TechFlow News, June 20: Serenity, dubbed the “White-Haired Stock God,” posted that many original investment theses face intense skepticism at their inception—but are ultimately validated as market conditions and company fundamentals evolve. He noted that his past investment views on several stocks had drawn substantial opposition. For example:
1. AXTI was initially labeled a “scam company,” even resulting in community bans due to related discussions; however, subsequent Reuters coverage, data on its indium phosphide (InP) substrate business, and institutional recognition confirmed its technological positioning.
2. RPI was once branded a “meme stock” by the market, yet its financial report revealed projected future revenue growth of 58%, significantly exceeding prior market expectations.
3. SIVE also faced widespread skepticism, but later attracted attention from Fidelity and purchases by institutions including J.P. Morgan.
Serenity further cited additional cases—including AAOI, LITE, RKLB, HOOD, IQE, INTC, and MRVL—stating, “The market—not angry comments on X—is the ultimate arbiter of right and wrong.” These companies, too, faced early market doubts; yet the ultimate benchmark for investment judgment is not negative social-media commentary, but corporate performance, technology trends, and capital-market outcomes. He believes that as multiple investment theses gradually materialize, earlier skepticism is being supplanted by market performance.
