BlockBeats News, June 12th, the "White Hair Stock God" stated in a post that his high-conviction investment theses proposed in 2025 have performed exceptionally well. Among them, Astera Labs (ALAB) saw its stock price rise from $97 to $372, Lumentum (LITE) from $330 to $904, and Applied Optoelectronics (AAOI) from $30 to $175. Furthermore, targets he was optimistic about previously, such as Nebius (NBIS), Rocket Lab (RKLB), and TSMC (TSM), have shown strong gains.

Companies like AAOI had a market capitalization of only about $3 billion at the time, which has now grown to around $14 billion. Although there was a deviation in his assessment of certain specific ASIC-related pluggable optical modules and a decrease in confidence in ALAB due to the evolution of optical interconnect technology, the overall investment logic has withstood market validation.

Serenity also mentioned that as his views on companies like AXT, Inc. (AXTI) gradually gained market recognition, his influence and attention have increased. He believes that currently, some companies in a similar early-stage market capitalization phase, such as Sivers Semiconductors (SIVE), may deserve more market attention.