Serenity responds to excessive volatility in U.S. stocks: AI investment logic remains unchanged, market adjustment requires no panic

Serenity, the "new stock god", issued a document on the X platform that leading stocks in the AI sector were generally under pressure during the market adjustment period. Among them, Nvidia fell 4.87%, Micron Technology fell 7.03%, and Palantir fell 22.02%. The media always try to find a narrative for market fluctuations, such as attributing Micron's plunge to Broadcom's outlook putting pressure on chip stocks. However, such explanations are more stories constructed after the fact, but in fact Broadcom has already predicted strong growth in AI-related demand until 2028. The logic of AI infrastructure construction has not changed. The only substantive change is that the market's expectations for the probability of the Federal Reserve raising interest rates have increased. Serenity added that such pullbacks occur several times a year as the market hits record highs. Individuals will not try to trade changes in Fed policy expectations, but will instead choose to continue to be bullish on companies with strong fundamentals and performance guidance.