PANews, October 15 news: "White-Haired Stock Guru" Serenity posted on X platform, questioning the true intentions behind Musk's recent intensive interactions with multiple finance-sector KOLs.
Serenity believes that Musk's move has intensified external attention on CoreWeave's financing risks and further ignited market concerns about excessive speculation among AI-sector investors. Although Musk has always had a keen eye, from an outsider's perspective, repeatedly amplifying competitors' pain points and publicly attacking Samsung and SK Hynix for pricing too high may make the financing path more difficult for the companies involved. Such statements may benefit Tesla and SpaceX in the long run, but the market may also turn a blind eye to the ins and outs of certain issues as a result.
Serenity also stated that they had already repeatedly warned earlier about CoreWeave's debt interest pressure and the hidden dangers of rising interest rates, while also criticizing the market for not analyzing deeply enough the changes in high-end memory chip supply and Broadcom CEO's mention of OpenAI's annualized recurring revenue (ARR).