Svmuu News: Serenity, known as the “White-Haired Stock Guru,” posted on X, stating that a new type of “bearish tactic” has recently emerged in the market targeting tech companies with trillion-dollar market caps—such as NVIDIA and TSMC. Some analysts deliberately exaggerate issues related to specific technologies or supply chain links to conclude that the entire project will be delayed or even suffer business setbacks.Such tactics often place companies in a dilemma: if they choose not to respond, the comments may negatively impact stock prices and market sentiment; if they step forward to clarify, they find it difficult to disclose too many details, as supply chain information typically involves trade secrets, and external doubts may not necessarily dissipate as a result.
Serenity added that, given the current social media landscape and traffic-driven incentive mechanisms, this model—which gains attention by manufacturing controversy and amplifying isolated issues—is being replicated by an increasing number of people, and its long-term trend warrants the market’s vigilance.