Serenity Responds to SIVE and Other Optical AI Stock Pullbacks: Just Volatility in an Uptrend, Still Firmly in Accumulation Mode

May 27th: Following a pullback in most optical AI stocks after today’s market open, SIVE dropped over 10%. The "Stock God" Serenity commented, “There’s no major bearish news today. Upward trends tend to come with significant volatility. On the news front, AAOI could see a short-term uptrend due to a potential $600 million ATM offering, while SIVE may benefit from next week’s EU chip regulation discussions and inflows into MSCI/NASDAQ OMX funds.” Serenity emphasized they’ve been steadily adding to their positions, citing projected expansion in the total addressable market (TAM) over the next two years, and expressed high confidence in the photonics theme—particularly co-packaged optics (CPO). BlockBeats Note: Serenity is a highly influential trader on Reddit’s WallStreetBets (WSB) forum, with a cumulative ROI of over 38x so far this year. Their core research insights are consistently shared openly and for free. The research framework focuses on key supporting elements within NVIDIA’s AI chip industry chain, meticulously examining the indispensable “screw-type” components critical to chip manufacturing and packaging. It accurately identifies critical supply chain chokepoints, then uses this analysis to target upstream stocks with scarcity and pricing power for investment positioning. SIVE (Sivers Semiconductors) is the stock Serenity has mentioned most frequently, with 190 prior buy calls. Since their first public recommendation on March 16, 2026, SIVE has surged by 19.6x.