「White-Haired Stock God」 Serenity: AI Infrastructure Enters 「New Narrative Cycle」, Photonics and Memory May Become the Next Mainstream

BlockBeats News, June 15th, "White Hair Stock God" Serenity posted an article stating that the three major themes he proposed earlier, "Neoclouds, Photonics, and Memory," are gradually unfolding, and have been reflected in the performance of relevant individual stocks.

The investor pointed out that the market is transitioning from the traditional software narrative to a repricing process of AI infrastructure chains, where photonics technology is still in the early stages, and memory demand may become a direction for structural growth.

He mentioned that some individual stocks such as AAOI, NBIS, etc., have already reflected related thematic trading opportunities, and believed that Nebius has the potential to grow into a long-term winner similar to an "AI infrastructure version of AWS," while memory chip manufacturers like Micron (MU), SK Hynix, and Samsung Electronics may undergo a valuation reshaping similar to Nvidia (NVDA) under structural demand drivers.

At the same time, he also warned that some targets (such as IREN) may be affected by ongoing financing and selling pressure, showing relatively lagging performance.

The core logic of this view is that the investment theme of the AI market is shifting from the application layer to the underlying computation power and storage infrastructure concentration. Future gains will come more from thematic selection and highly concentrated positions, rather than a broadly diversified software investment strategy.