Serenity Questions the Professionalism of Bloomberg: Complex Supply Chain Analysis Handled by Non-Technical Journalist

August 10th, Serenity stated that the financial media Barron's may have underestimated the analytical difficulty when planning to report on the optical communication supply chain industry (such as AAOI) recently.

Serenity said that the optical module industry involves complex technical and business factors such as supply chain structure, CW laser diode bottleneck, internal capacity planning, revenue growth path, and profit margin forecast, requiring a certain engineering and industry research background.

Serenity joked that Barron's, when recruiting for the relevant position, chose a newcomer from the non-profit organization communication consulting field and then asked them to start building revenue and profit models, analyzing supply bottlenecks, and capacity on the first day.

The new employee may find it "hard to understand" when facing the complex analysis of the semiconductor and optical communication industry chain, and may consider the relevant companies as "meme stocks." Serenity sarcastically commented that if the media itself does not understand the industry logic, it may end up just reporting around market sentiment and hot tags, rather than providing in-depth industry analysis.