"New stock market guru" Serenity responds to excessive volatility in US stocks: AI investment logic remains unchanged, market correction is nothing to panic about.
CoinFeed reported on June 6th that Serenity, a self-proclaimed "new stock market guru," stated on the X platform that leading AI stocks generally faced pressure during the market correction, with Nvidia falling 4.87%, Micron Technology falling 7.03%, and Palantir experiencing a significant drop of 22.02%. The media often tries to find narratives to explain market fluctuations, such as attributing Micron's sharp decline to Broadcom's outlook putting pressure on chip stocks. However, such explanations are more of an afterthought. In reality, Broadcom has projected strong growth in AI-related demand until 2028, and the logic behind AI infrastructure construction remains unchanged. The only substantial change is the increased market expectation of a Federal Reserve interest rate hike.