An X post argued that early criticism of original investment ideas can later give way to validation through market action, industry fundamentals, institutional capital, earnings and partnerships.
Serenity said original, forward-looking investment theses are often heavily criticized at first, but argued that markets, industry fundamentals and institutional capital are the ultimate tests. In an X post, he cited AXTI, RPI and SIVE as cases where later earnings, partnerships or institutional interest supported earlier views. He also listed more than 10 other stocks, including AAOI, LITE, RKLB, HOOD, INTC and MRVL, as additional examples.