Serenity
2026.04.23 04:57

I think many newcomers will be surprised to learn:

Stocks don’t move in a straight line up as seen with Win (3105) and Shunsin (6451) today.

Win is very compelling over the next 12 months, despite short term volatility. Same with Shunsin as Foxconn’s photonics packaging/test arm.

Probably going to be War volatility, with Iran seizing two ships…

But I expect CPO related names to heavily outperform any macro climate and lead to more ATHs.

Source: Serenity

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