"New stock god": Missing the AI super cycle could be very costly; photonics, storage, and Neoclouds are worth attention

Odaily reported that the “new stock god” Serenity posted on X, expressing curiosity about how investors would feel after missing out on the AI super cycle.

Serenity believes that photonics, memory, and Neocloud (represented by Nebius (NBIS), a new cloud computing service provider) are all likely to benefit from the development opportunities brought by the AI super cycle. Serenity also joked that some investors are still holding IREN, which has an "endless $600 million ATM financing capability," while ignoring potential opportunities within the AI industry chain.