US stock KOL discusses new AI investment direction—CPO: The market is overly optimistic, recommends entering on negative news
BlockBeats reported that on May 29, US stock market KOL Herman Jin (@ShanghaoJin) discussed Serenity's ongoing strong support for the new AI investment trend, CPO. Herman believes "CPO is undoubtedly a technology of the future, but cannot be verified at present." He thinks the market is overly optimistic about the timeline for CPO technology implementation, without fully considering real challenges such as yield rate and capacity ramp-up. He suggests waiting for negative news—such as major manufacturers changing switch designs or CPO yield rates failing to meet standards—before buying small-cap CPO stocks recommended by Serenity.
According to public information, Herman Jin is a former Goldman Sachs Asia FICC executive and co-founder of Zen Family Office. He currently focuses on cryptocurrency and blockchain exploration, and is also active in the technology investment field.
BlockBeats note: CPO (Co-Packaged Optics) is a cutting-edge optoelectronic integration technology mainly used to address high-speed data transmission bottlenecks in AI data centers, high-performance computing, and other scenarios. Serenity has recently been strongly bullish on CPO concept stocks, viewing them as one of the core themes of the AI photonic interconnect (Photonics Supercycle). He repeatedly emphasizes that CPO is the inevitable solution to AI computing power consumption and bandwidth bottlenecks, with a focus on upstream "choke point" segments. SIVE is one of the core heavily invested stocks under this concept.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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