Odaily Planet Daily reports — Investor Serenity, dubbed the “New Stock God” by the market, stated on X that he had repeatedly emphasized to retail investors and a Swedish hedge fund the crucial role of Sivers (SIVE) in the co-packaged optics (CPO) supply chain, yet the market largely overlooked his view. After a wave of retail investors were shaken out of their positions, JPMorgan Chase moved aggressively to accumulate the stock.
According to the data shared by Serenity, the bulk of the buying was institutional money, driving JPMorgan’s stake from 0.4% a month ago to now more than 5%. The rapid accumulation underscores a gap in perception between retail and institutional players regarding the CPO sector’s potential, and serves as a validation of Serenity’s earlier thesis.