US Stock Market KOL Discusses New Trends in AI Investment CPO: Market Too Optimistic, Suggests Buying on Dips

BlockBeats News, May 29th. US stock market KOL Herman Jin (@ShanghaoJin) today discussed Serenity's continued bullishness on the AI investment new trend CPO. Herman believes “CPO is definitely the future, but cannot be validated at the moment.” The market is overly optimistic about the CPO technology implementation timeline, failing to fully consider factors such as yield rate, production capacity ramp-up, and other practical challenges. He suggests waiting for negative news such as major fab switching solutions and CPO yield rate issues before buying into Serenity's recommended CPO-related small-cap stocks.

Public information indicates that Herman Jin is the former Asia FICC Executive at Goldman Sachs and co-founder of Zen Family Office, currently focusing on cryptocurrency and blockchain exploration while actively engaged in tech investment.

BlockBeats Note: CPO (Co-Packaged Optics) is an advanced optoelectronic integration technology mainly used to address the pain points of high-speed data transmission in AI data centers, high-performance computing, and other scenarios. Serenity has recently been aggressively bullish on CPO concept stocks, considering it a key part of the AI Optical Interconnect (Photonics Supercycle). He repeatedly emphasizes that CPO is the inevitable path to solving AI computing power consumption and bandwidth bottlenecks, focusing on upstream “bottleneck” areas. SIVE is a core holding stock under this concept.