「Stock Market Whisperer」 Serenity: CPO Industry Chain Stocks such as XinFuxing and Trina Solar Highlight Cost-Effectiveness

BlockBeats News, May 26th, "Stock God" Serenity posted on social media stating that although stable semiconductor (3105) is rarely seen in analyst reports in the photonics field, it is expected to become a key bottleneck for laser scaling mass production in the next fiscal year, with significant anticipated delta value. ChipCore-KY (6451) has recently shown gradual technical momentum and has shown initial configuration value in this round of TAIEX long portfolio.

With the Taipei International Computer Show (Computex) and NVIDIA Technology Summit held successively, Wahlee Electric (3363) and MSSCorp (6830) are expected to receive institutional fund focus. In addition, NewRise (8147), although currently disturbed by asset disposal matters in the short term, once the related uncertainties are resolved, there is considerable room for long-term valuation recovery, with the potential for a threefold upside.

The above-mentioned stocks are long positions in the current TAIEX CPO industry chain with core configuration value, especially in terms of current valuation levels, highlighting the cost-effectiveness of the configuration.

BlockBeats Note: Serenity is a senior trader on the Reddit forum WallStreetBets (WSB) with significant influence, achieving a cumulative investment return rate of over 38 times this year. Its core research results are always publicly available for free. The research framework focuses on key supporting links in the NVIDIA AI chip industry chain, accurately identifying the indispensable "screw" components in the chip manufacturing and packaging process, pinpointing the key chokepoints in the supply chain, and based on this, exploring upstream targets with scarcity and bargaining power for layout.