Trader Serenity said that when identifying an industry bottleneck, investors should also consider going long related assets. According to Odaily, he cited his earlier discussion of supply chain constraints in MLCCs (multilayer ceramic capacitors) and said related stocks rose sharply over the past two months.
Serenity listed Taiyo Yuden as up about 211.38%, Vishay Intertechnology as up about 146.15%, and Murata as up about 155.43%. He said the move played out within two months and joked that he missed the rally.
He added that the case reflected how expectations of tight supply in semiconductors and passive components can amplify stock price moves, and noted that event-driven trading can be highly volatile over short periods.
STOCKS | Trader Serenity Says MLCC Supply Chain Bottleneck Talk Coincided With Gains in Taiyo Yuden, Vishay, and Murata
2026-06-19 13:04:33
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