Serenity Notes Storage-Related Stocks Rose After Bearish Sentiment Three Months Ago

Several storage-related stocks and assets rose after the market was broadly bearish on the storage sector three months ago, according to a post on X by Serenity. According to Odaily, Serenity cited gains in Micron Technology from $380 to $1,122, SanDisk from $565 to $2,155, and MSCI from $132 to $219. Serenity also listed SK Hynix rising from 849,000 won to 2.685 million won and Samsung Electronics increasing from 172,000 won to 362,000 won. Serenity added that if highly extended optimistic forecasts emerge in the market—such as predictions that Samsung will become the world’s most profitable company in 2028—investors may need to step outside prevailing narratives and make independent judgments. Serenity referenced past shifts in market themes, including oil, LNG, helium, and Iran. Serenity said similar dynamics may be repeating in optics and photonics, describing photonics and storage as two core themes that may still be in an early stage of a “supercycle.”