According to Serenity on X platform (as reported by PANews on June 20), five storage-related assets surged significantly despite widespread bearish sentiment three months ago: Micron Technology ($380 to $1,122, +195.26%), SanDisk ($565 to $2,155, +281.42%), Mobileye (MSCI, $132 to $219, +65.91%), SK Hynix (849K to 2.685M KRW, +215.5%), and Samsung Electronics (172K to 362K KRW, +110.7%).
Serenity cautioned investors against blindly following market narratives like "Samsung will become the world's most profitable company by 2028," suggesting they develop independent judgment instead. He noted that optical and photonic sectors may be repeating similar thematic cycles, with photonics and storage as core growth drivers potentially still in early "supercycle" stages.