BlockBeats News, May 26th. Stock market guru Serenity posted on social media, stating that although Motech Semiconductor (3105) is rarely seen in photonics field analyst reports, it is expected to become a key bottleneck for laser mass production in the next year, with significant expected delta value. VIS-Holding (6451) has recently shown gradual technical momentum and has shown initial allocation value in this round of TAIEX bullish portfolio.

With the Taipei International Computer Show (Computex) and NVIDIA Technology Summit held successively, Sunmoon Semiconductor Co., Ltd. (3363) and MSSCorp (6830) are expected to receive institutional fund key attention. In addition, New Renaissance (8147), although disturbed by asset disposal issues in the short term, once the related uncertainties are eliminated, there is considerable room for mid-to-long-term valuation repair, with the potential for triple-digit upside.

The above-mentioned stocks are the core long positions in the current TAIEX CPO industry chain, especially in terms of current valuation levels, highlighting the cost-effectiveness of the allocation.

BlockBeats Note: Serenity is a senior trader with significant influence in the Reddit forum WallStreetBets (WSB), with a year-to-date return on investment of over 38x. His core research results are always freely available, and his research framework focuses on the key supporting links in the NVIDIA AI chip industry chain. By thoroughly reviewing the indispensable "screw-like" components in the chip manufacturing and packaging process, he accurately identifies the key chokepoints in the supply chain, and based on this, he excavates scarce and bargaining-power upstream targets for layout.