Serenity Responds to SIVE and Other Optical AI Stock Pullbacks: Just Volatility in an Uptrend, Still Firmly in Accumulation Mode

BlockBeats News, May 27th: In response to the pullback of most optical AI stocks after today's opening, SIVE plummeted by over 10%. The "Stock God" Serenity stated, "There is no significant bearish news today. The upward trend often comes with significant volatility. On the news front, AAOI may experience a short-term uptrend due to a potential $600 million ATM offering limit, while SIVE may benefit from next week's EU chip regulation discussion and MSCI/NASDAQ OMX fund inflow."

Serenity emphasized that they have been consistently adding to their positions, considering the overall TAM expansion in the next two years and expressing high confidence in the photonics theme (especially CPO).

BlockBeats Note: Serenity is a highly influential trader on the Reddit forum WallStreetBets (WSB), with a cumulative ROI of over 38x this year. Their core research results are consistently shared openly for free. The research framework focuses on key supporting elements in the NVIDIA AI chip industry chain, meticulously examining the indispensable "screw" type components in the chip manufacturing and packaging process, accurately identifying critical chokepoints in the supply chain, and based on this, excavating upstream targets with scarcity and bargaining power for positioning. SIVE (Sivers Semiconductors) is the stock most frequently mentioned by Serenity, with 190 previous calls. Since the first public call on March 16, 2026, it has surged by 19.6x.