Serenity said a new short-selling narrative is forming around trillion-dollar tech companies including Nvidia and TSMC, with some commentators using isolated technical or supply-chain issues to argue projects could be delayed or businesses damaged. The firm described a difficult response dynamic for companies, saying remaining silent can weigh on shares and investor sentiment, while fuller rebuttals are constrained by commercial confidentiality. It added that social media incentives are helping spread the tactic more broadly.