Serenity Questions the Professionalism of Bloomberg: Complex Supply Chain Analysis Handled by Non-Technical Journalist

BlockBeats News, August 10th, Serenity stated that the financial media Barron's may have underestimated the analytical difficulty when planning to report on the optoelectronics supply chain companies (such as AAOI) recently.

Serenity mentioned that the optoelectronics module industry involves complex technical and business factors such as supply chain structure, CW laser diode bottleneck, internal capacity planning, revenue growth trajectory, and profit margin forecast, requiring a certain engineering and industry research background.

Serenity teased that Barron's, when hiring for relevant positions, chose a newcomer from the non-profit organization communication consulting field and then asked them to start building revenue and profit models, analyzing supply bottlenecks and capacity on the first day.

Facing the complex semiconductor and optoelectronics industry chain analysis, the new employee may find it "difficult to understand" and view the related companies as "meme stocks." Serenity sarcastically remarked that if the media itself does not understand the industry logic, it may end up just reporting around market sentiment and hot tags rather than providing in-depth industry analysis.