Serenity (the White-haired Stock God) is a well-known AI/semiconductor supply chain analyst on X, famous for in-depth research on supply chain 'bottlenecks'.

'Bottleneck' refers to the key components in the 'gold mining chain' of building AI data centers, those upstream, critical components that only a few companies globally can produce (like special materials or parts). When demand skyrockets, they become severely out of stock, causing the stock prices of these seemingly insignificant small companies to skyrocket like a rocket.

Let's dive deep into this 'Stock God':

1. Origin

Serenity was originally a user on Reddit (a huge forum site abroad, similar to China's Tieba).

At the beginning of 2022, he posted a deep analysis of $AXTI, stating that the 'Indium Phosphide' material it produces is a critical choke point in AI optical modules.

Back then, everyone thought he was a weirdo, but not long after, this stock skyrocketed from around $12 to over $140, slapping everyone in the face and completely validating his view.

2. Transition to X

Around 2025, he switched to X, using an avatar of a white-haired anime girl. As a result, his popularity surged, quickly accumulating from zero to hundreds of thousands, now nearly 770,000 followers.

He shares a lot of valuable insights for free every day, specifically studying those overlooked 'choke point' segments, focusing on the real demands of big players like Google and Microsoft, and also analyzing using game theory and international political risks.

3. Fame Boost

He really gained fame mainly through precise calls on several stocks. For instance, $AXTI, $SIVE, $AAOI, $XFAB, etc., were all anticipated by him, resulting in massive price surges; Nebius also took off directly from a low position.

In one year, returns reached several thousand percentage points (reports say he peaked at 45x and 225x, depending on different time frames). Even mainstream media like Bloomberg reported on him, saying hedge funds were secretly following his research; a single post could significantly push stock prices.

4. Performance Record

2026 YTD return: Multiple posts showed around 4,502.45% (about 45x), with peaks even higher, then a pullback, but overall still at an extremely high level.

In the past two years, the cumulative natural return rate exceeded 225 times (22,561.99%).

Public discussions / Among the 30-35 stocks heavily recommended, most achieved significant positive returns (win rate around 90%), with more than 10 doubling to several times their value. Many took off from low market cap / low attention, later tracked by institutions/media.

Highlights:

· $AXTI: A banned account's work, rising from a low of ~$12-15 to over $100 (peak over 10x, with higher targets previously set).

· $SIVE: Early key call, accumulating over 20x (YTD over 1000%), market cap took off from small beginnings.

· $AAOI: Increased over 400-500%+ (with higher peaks).

· $RPI: After earnings report validation, one-day +44% and followed by +27%.

· $IQE: Over 800%+.

· $SOI: 300-500%+.

· European small caps (like SIVE, SOI, IQE, ALRIB) also performed outstandingly.

Highlights of A-shares:

· Green Harmonics: After posting around June 5, the stock price hit a 20CM limit up (reported at 393 yuan, market cap over 72 billion), continuing strong (by June 8, +nearly 9%, reported at 428+, hitting new highs intraday), with continuous volume surge.

· After Yishite's call, a limit up also occurred; discussions also included stocks like Taiwan's Aisino and MediaTek.

Current Position Summary