Serenity says patience is more important amid volatility in AI optical communication, and the best investors are often not frequent traders.

Serenity notes that with the recent reactivation of optical communication-related stocks including Sivers, OE Solutions, LITE, Coherent, and AAOI, the market has entered another period of high volatility. Historical research indicates that investors who deliver stronger long-term performance are often not frequent traders. Citing studies from Fidelity and the University of California, Berkeley, Serenity points out that top investors typically possess two key traits: those who hold assets long-term, even to the point of "forgetting their accounts exist", and those who refrain from overtrading. The studies show that infrequent traders earn an average return of approximately 18.5%, outperforming frequent traders who average 11.4%. Serenity adds that amid recent volatility in storage, optical communication, and AI-themed assets, many investors have exited positions due to short-term dips, only to miss subsequent sharp rebounds. It argues that investing requires sufficient long-term conviction, as a solid investment thesis helps investors avoid frequent trading during downturns and manage positions more rationally while deploying capital in batches during market corrections. Serenity reminds that while this is not investment advice, historical experience suggests that reducing ineffective trades and staying patient could be a critical factor for retail investors to improve their long-term returns.