BlockBeats News, July 10th, Serenity's post stated that retail investors are surrendering, which is interesting. An article by Bloomberg on Meta Computing was corrected by an internal memo, and two reports on delays were also denied by NVIDIA.

Therefore, there has been no fundamental change in the Photonics with NVIDIA roadmap: LITE is still expected to be sold out for the next two years and may extend until 2029; SIVE is about to ramp with Grace, Jasper, Poet, Ayar, and other hyperscale vendors; TSMC's COUPE and its Taiwanese suppliers (such as Unisoc, Foci, etc.) have not disappeared out of thin air; AAOI's expected monthly revenue of $471 million in the second half of 2027 remains unchanged; IQE's epi-wafer contracts with Macom and Tower Semi have not disappeared; AXTI's approximately 40% share in the indium phosphide substrate supply chain has not suddenly disappeared either.

The Rocket Labs and Aerospace sectors experienced a 50% drop in 2025, Nebius and NewCloud plummeted by 50% in early 2026, and a few months ago, Samsung and SK Hynix crashed due to the Iran conflict-induced LNG, helium, and oil panic.

Retail investors tend to build beliefs around price movements and speculative trends, then lose faith when the stock price drops, while institutions may be placing limit orders to profit from it. Beliefs should not be tied to a stock price on a given day but should be tied to long-term revenue or operating profit growth.