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Reddit Trader Serenity Recommends 5 CPO Stocks on May 26, With 38x YTD Return

GateNews

2026-05-26 04:05:48

According to BlockBeats, on May 26, Serenity, a senior trader on Reddit's WallStreetBets forum, recommended five CPO (coherent pluggable optics) industry chain stocks for portfolio allocation: Waveband Electronics (3105), Xuanchip-KY (6451), Wafer Works (3363), MSSCorp (6830), and New Renaissance (8147). Serenity highlighted that Waveband Electronics is poised to become a critical bottleneck in laser-scale production next year, while Xuanchip-KY shows emerging technical momentum. He noted that Wafer Works and MSSCorp may attract institutional attention following Computex and Nvidia's tech summit. New Renaissance, despite near-term asset disposal disruptions, offers substantial medium-to-long-term valuation recovery potential. Serenity has achieved a year-to-date investment return exceeding 38x, focusing his research on key supply chain components within Nvidia's AI chip ecosystem.

Disclaimer: The information on this page may come from third-party sources and is for reference only. It does not represent the views or opinions of Gate and does not constitute any financial, investment, or legal advice. Virtual asset trading involves high risk. Please do not rely solely on the information on this page when making decisions. For details, see the Disclaimer.

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