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🚀 【Serenity God Post】38x is just the beginning, these three codes will change your perception!
Serenity's cumulative yield this year has surpassed 38x — not 38%, but 3800%! But today, I don’t want to talk numbers; I want to discuss logic.
A lot of people ask me why only 4 out of 35 assets are in the green, and why SIVE can skyrocket 19.6x? The answer is four words: Nvidia's screw.
I’m not betting on stocks; I’m digging into the supply chain. Nvidia makes AI chips, but just having GPUs isn’t enough. We also need optical interconnects, optical modules, and substrate materials — these are the real chokepoints, the critical bottlenecks. Whoever controls these holds the key to the AI era.
SIVE, I’ve shouted it out 190 times; your ears must be calloused by now, right? They make CPO lasers; without them, AI data centers can’t transmit light. I called it out for the first time on March 16, and now it’s 19.6x — that’s the bargaining power of upstream core components.
AAOI, the leader in optical transceivers, is working behind every AI request you make. I entered at $35 on January 26, and now it’s $181; 5x is just the start.
AXTI, even more intense, InP substrate materials, the cornerstone of compound semiconductors. I pushed it at $15.61 last Christmas, and now it’s $140; 9x. The technological barriers are so high that others can’t even attempt to replicate it.
#WallStreetBets #AI产业链 #Chokepoint
Serenity's cumulative yield this year has surpassed 38x — not 38%, but 3800%! But today, I don’t want to talk numbers; I want to discuss logic.
A lot of people ask me why only 4 out of 35 assets are in the green, and why SIVE can skyrocket 19.6x? The answer is four words: Nvidia's screw.
I’m not betting on stocks; I’m digging into the supply chain. Nvidia makes AI chips, but just having GPUs isn’t enough. We also need optical interconnects, optical modules, and substrate materials — these are the real chokepoints, the critical bottlenecks. Whoever controls these holds the key to the AI era.
SIVE, I’ve shouted it out 190 times; your ears must be calloused by now, right? They make CPO lasers; without them, AI data centers can’t transmit light. I called it out for the first time on March 16, and now it’s 19.6x — that’s the bargaining power of upstream core components.
AAOI, the leader in optical transceivers, is working behind every AI request you make. I entered at $35 on January 26, and now it’s $181; 5x is just the start.
AXTI, even more intense, InP substrate materials, the cornerstone of compound semiconductors. I pushed it at $15.61 last Christmas, and now it’s $140; 9x. The technological barriers are so high that others can’t even attempt to replicate it.
#WallStreetBets #AI产业链 #Chokepoint
#WallStreetBets just started mentioning the thesis of $PENGU
👀
When retail really starts paying attention to this chart, folks will be saying:
"It's so clear, what else is there?"
But the truth is…
we're still incredibly early.
That's usually the vibe before the insane moves kick off 🚀
#PENGU #crypto #MEME
👀
When retail really starts paying attention to this chart, folks will be saying:
"It's so clear, what else is there?"
But the truth is…
we're still incredibly early.
That's usually the vibe before the insane moves kick off 🚀
#PENGU #crypto #MEME
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