On May 27, in response to the pullback of most optical AI stocks after the market opened today, with SIVE dropping over 10%, "new stock god" Serenity stated, "There are no obvious negative news today; fluctuations are often significant during an uptrend. On the news front, AAOI is limited in its short-term upward movement due to a potential $600 million ATM issuance, while SIVE may benefit from discussions on the EU Chip Act next week and inflows from MSCI/NASDAQ OMX." Serenity emphasized that they have been consistently accumulating shares, expressing high confidence in the photonics theme (especially CPO) due to the overall expansion of the total addressable market (TAM) over the next two years. Note: Serenity is a senior trader with significant influence in the Reddit forum WallStreetBets (WSB), having achieved a cumulative investment return of over 38 times this year. Their core research findings are consistently made publicly available for free, focusing on critical components in the NVIDIA AI chip supply chain. By thoroughly analyzing the indispensable "screw" components in the chip manufacturing and packaging processes, they accurately identify key bottlenecks in the supply chain (Chokepoint) and strategically invest in upstream targets that possess scarcity and bargaining power. SIVE (Sivers Semiconductors) is the most frequently mentioned stock by Serenity, having been called out 190 times previously. Since its first public call on March 16, 2026, it has surged 19.6 times.