Serenity Says Year-to-Date Return Is 594.4%, Remains Bullish on Optoelectronics and Storage

Serenity said in a post on X that his year-to-date investment return remains 594.4%, while noting that Warren Buffett may sleep more soundly than he does. According to Odaily, Serenity said he remains bullish on optoelectronics and storage over the long term, though his investment thesis for those sectors, originally framed around 2027 and 2028, appears to be facing a market test a year early. He added that Buffett manages a much larger portfolio and that Buffett’s roughly 19% return would also be difficult for him to match.