Serenity@aleabitoredditPost2026-08-10

The post discusses market volatility in photonics and thematic stocks, referencing Fidelit

The post discusses market volatility in photonics and thematic stocks, referencing Fidelity and a UC Berkeley study about the benefits of low trading frequency (18.5% vs 11.4% returns). It highlights that retail investors often capitulate during drops and miss sharp recoveries, suggesting that conviction and not overtrading help in cost averaging.

“Now that markets are hosting a laser party again from $SIVE, OE Solutions, $LITE, Coherent, to $AAOI. There’s a pretty interesting study: Both from Fidelity and a UC Berkeley research paper, that the best investors are the ones who either… - Anecdotally forgot about their account (Fidelity) - Didn’t actively trade/overtrade (18.5% return from infrequent traders vs. 11.4%). Not any advice, but some of these anecdotes might be helpful to retail to read in general… Since I witnessed a lot capitulation off memory, photonics, or thematic volatility, just for retail not have positions on a sharp recovery. Having conviction also usually people in that “not overtrading” camp, since it helps to not overtrade in drops or see opportunities to cost average.”