News linked to both this project and an event.
“White-Haired Stock Guru” Serenity posted a summary of the regional market style differences observed on X:1. USA: Bullish on all “futuristic” narratives, such as targets like $SPCX. Less sensitive to valuations, more focused on potential and imagination.2. Europe: From SIVE to SOI, attention to AI infrastructure construction is relatively weak. The time frame leans toward performance over the past 12 months (specifically noting that Belgium has performed decently, while observing France and Sweden).3. South Korea: High-leverage “Degen” style with extremely volatile markets, similar to the intense fluctuation structure of “50x Hyperliquid traders entering the stock market.”4. Japan: Generally mild and supportive, with fewer aggressive short-selling or bearish expressions.Serenity added that data on other regions such as Latin America is still insufficient, but observations will continue in the future.
"White-Haired Stock God" Serenity stated on platform X that during periods of technological architecture shifts, retail investors often take the lead in positioning, while institutional capital gradually steps in during subsequent phases to dominate market pricing. Taking stocks like SIVE, NBIS, and RKLB as examples, these assets initially had low institutional ownership, but as institutions continued to increase their holdings, their stock prices ultimately reached all-time highs.Serenity believes that the current negative sentiment surrounding companies like Foci and HIMX may be related to certain institutions needing to acquire liquidity and accumulate positions at lower prices. In recent years, when some sell-side institutions have released negative research reports or when the market has been flooded with concentrated bearish news, it has often coincided with a phase of institutional accumulation. Investors need to conduct independent research and establish their own investment logic, and should not be easily swayed by market noise. The modern liquidity cycle of the U.S. capital market essentially often manifests as a transfer of retail holdings to institutions, a process that may not necessarily align with the interests of retail investors.
"White Hair Stock Guru" Serenity posted on platform X, stating that with the recent increase in attention, it is necessary to issue a clarification statement, emphasizing that all content is for personal research sharing and does not involve any paid promotion, paid marketing, or external interest exchange. They have never accepted any gifts or paid partnerships from any company in the past or present. Related so-called "paid promotion" content is false information or fraudulent activity using their name. Their only income is approximately $1-level subscription revenue through X platform’s subscription mechanism, and they have not received compensation from any external channel.Regarding the issue of anonymous identity, Serenity stated that they have previously faced real-world threats and online harassment for publicly expressing views (including opinions on IREN), hence choosing to remain anonymous to ensure personal and surrounding safety. Their goal is to help retail investors through free information integration, rather than selling research content or serving institutions. They thanked X for providing the distribution channel and opportunity, while emphasizing that they will continue to freely publish research opinions as an individual.Serenity emphasized that their published content is purely out of personal interest, not operated by an institution or research team, and there is no "hidden background" or paid research organization support. They stated that they possess a technical background, primarily conducting analysis and sharing based on interest in global supply chain research. All position information will be truthfully disclosed, and they will not engage in interest negotiations with any institution or individual before publishing opinions to ensure research independence. They do not hold Chinese-related stock positions and have no direct financial incentives. The published content is for reference only.
Serenity stated that Sivers announced an order totaling $8.2 million for the delivery of products related to space applications, including beamforming ICs supporting LEO and multi-orbit satellite communications.
“White-Haired Stock Guru” Serenity posted on X platform, stating that the public often interprets his stock picks as “harvesting retail investors,” but he hopes his recommended targets can change the market’s perception that certain stocks are only suitable for short-term speculation, and prove that high-quality companies also possess long-term holding value.Serenity pointed out that the only Chinese concept stock he recommended last year was the optical module manufacturer Zhongji Innolight (Innolight), which has since hit an all-time high, achieving a cumulative gain in the triple digits. He stated that his investment logic is primarily based on Western institutional research frameworks, comprehensively referencing research views from institutions such as JPMorgan Chase and Goldman Sachs, and focusing closely on demand changes from US cloud computing giants like Google and Microsoft.Furthermore, Serenity mentioned that when researching individual stocks, he also continuously evaluates geopolitical and game theory factors, for example in his analysis of companies like AXT. He believes that the perspective of foreign investors can bring different types of Alpha to the Chinese stock market, and he looks forward to further exploration of investment opportunities in the Chinese stock market in the future.Regarding the rumor circulating in the market that there is a Chinese institutional team behind him, Serenity denied it, emphasizing that he is just an individual investor who shares his investment thoughts daily. English is his primary language, and since most of his content is posted via mobile phone, posting over 20 times a day, occasional spelling errors are normal.
the "New Stock God" Serenity posted on X platform, stating that although LeaderDrive is his favorite listed company stock, he personally does not hold any position. This is mainly because, as a foreigner, he has no access to these stocks. However, he also expressed that he is very willing to share his research for free.It is reported that Serenity has previously touted LeaderDrive multiple times, causing abnormal fluctuations in its stock price. On June 8, LeaderDrive issued an announcement regarding abnormal stock trading fluctuations, stating that the cumulative deviation of the closing price increase over three consecutive trading days from June 4 to June 8 exceeded 30%, which constitutes a situation of abnormal stock trading fluctuations.
Odaily “New Stock God” Serenity posted on platform X, stating that related stocks including East Group (300376) are not his personal recommendations.Serenity stated that his previously released list of the 800V DC industry chain was merely a compilation of investment ideas mentioned by fans, summarizing over 30 companies related to or adjacent to the 800V DC field, and not personal investment advice. He indicated that the Chinese media is currently just as puzzled as he is about the reasons for East Group being included in this list.
Odaily报道 “New Stock God” Serenity has released on X platform its watchlist of targets in the 800V DC industry chain, including Easygo (300376).The list also covers multiple power semiconductor and power electronics companies such as Infineon (IFNNY), onsemi (ON), Vicor (VICR), Navitas (NVTS), and Wolfspeed (WOLF). Serenity stated that the list is compiled based on community discussions and personal research, and the firm will continue to monitor the performance of these targets under the 800V DC industry trend.
“新股神”Serenity在 X 平台发文回应其发布的内容遭他人搬运到小红书获利，表示此举令人受宠若惊，因为目前市场围绕其发帖已经建立起了一个完整的微型经济圈，包括追踪其做多股票的网站、Github 项目、新闻媒体、用 AI 直接搬运内容的网红、迷因币/土狗币、帖子倒卖者。 Serenity 强调，自己所有内容都是免费发布，之后衍生出的任何东西都是公开信息，如果有人打算收费，希望他们至少能在原有基础上提供一些额外的价值。据悉，Serenity 此前已公开表示自己只使用 X 平台，并提醒社区谨防冒充者。
: “New Stock God” Serenity posted on platform X, stating that the proposal for the EU Chips Act 2.0 has been officially released. Photonics technology has been confirmed as a structural component of EU policy, which constitutes a long-term positive for the photonics industry. The proposal explicitly supports the development of photonic integrated circuits (PICs) and related technologies. This includes building and strengthening the advanced design, prototyping, and industrialization capabilities for PICs, expanding the EU's design capabilities in the photonics field, supporting pilot production lines and open semiconductor manufacturing facilities for PICs and related technologies, and developing and maintaining design libraries and design automation tools for PICs. The key policy directions include:1. Co-packaged optics (CPO/interconnects) for AI data centers, benefiting Sivers (SIVE)2. Silicon photonics applications for high-bandwidth data center interconnects, benefiting X-FAB (XFAB)3. Strengthening production technical capabilities for photonic integrated circuits, including co-packaging, heterogeneous integration, and material platforms4. The strategic position of SOI wafers within the EU is confirmed, with Soitec and Siltronic being key participantsSerenity's analysis indicates that the Act structurally benefits leading European photonics companies, especially those involved in AI data centers. It is expected that related stocks will benefit sequentially within 3 to 15 months after the policy release, and the market may have already started to react in a forward-looking manner.
“New Stock God” Serenity posted that it recently discovered a "bot farm" consisting of dozens of accounts, which have been continuously spreading false information about SIVE over the past few days.Serenity stated that these accounts had previously participated in marketing activities for some Asian projects, including Alchemy Pay, and may be newly purchased X platform accounts. The relevant accounts have had low historical activity, but recently intensively posted negative content about selling SIVE holdings, repeatedly advising other investors to sell. It also noted that some accounts were found to be using AI to generate negative comments.Serenity stated that due to the traceable records of the related activities, it plans to submit the relevant information to the U.S. Securities and Exchange Commission (SEC) for investigation, and reminds market participants to be cautious of unverified sources of information.
"New Stock God" Serenity stated that he had not anticipated Alphabet, Google's parent company, would need to seek financing to support its $80 billion AI capital expenditure plan, adding that the funds will be used for the AI infrastructure construction of hyperscale cloud service providers.According to his introduction, this financing includes a $40 billion ATM equity offering program, $30 billion in stock and related securities issuance, and a $10 billion investment from Berkshire Hathaway.Serenity believes that Alphabet's expansion of AI capital expenditures could benefit upstream supply chain companies such as Lumentum (LITE), Broadcom (AVGO), MediaTek, TSMC (TSM), and Micron (MU). However, he also noted that for Google shareholders, such a massive capital expenditure plan is not entirely supported by free cash flow, meaning its impact may not be entirely positive.
"New Stock God" Serenity stated on the X platform that AI infrastructure company Nebius (NASDAQ: NBIS) has continued to show strong performance recently, not only outperforming the broader market but also surpassing the Neocloud concept stock basket composed of IREN, Cipher Mining (CIFR), and others. Serenity also described Nebius's recent market performance as having "anime plot armor," expressing optimism about its sustained upward momentum.After Microsoft's earnings report release last year, Serenity predicted that Nebius's market cap could reach $100 billion following the release of its Q4 results. Currently, Nebius's market cap has risen to approximately $60 billion, steadily approaching this target.
“New Stock God” Serenity posted on X, seemingly responding to the potential investigation into Sivers, stating that Sivers (SIVE) should fully transform into a U.S. company, with Nasdaq listing as the first step—given that the company already possesses a U.S. capital structure, a significant equity stake, and support under the CHIPS Act. Such a transformation would deliver higher valuation premiums and M&A opportunities. Meanwhile, negative reporting by Swedish local media—allegedly influenced by short sellers—is hindering the development of AI photonics, whereas the U.S. market offers greater financing opportunities and support from institutions, funds, and indices.
: Jonas Myrdal, a prosecutor at the Swedish Economic Crime Authority, stated that regarding a post on social platform X about Sivers Semiconductors (SIVE) considering a dual listing in the US leaking out early and being officially confirmed by the company approximately 48 hours later, he believes this is not a coincidence but highly likely involves an information leak.Jonas Myrdal pointed out that the relevant information was published and continuously promoted on platform X by an anonymous account with approximately 200,000 followers before its official disclosure. This subsequently triggered a sharp, several-fold increase in the company's stock price within a short period. This behavior pattern is similar to a previous case involving "pump-and-dump" manipulation, in which three individuals were convicted of serious market manipulation offenses. He further recommended that Nasdaq should investigate this incident and assess whether it violates the EU Market Abuse Regulation (MAR). Currently, the source of the suspected information leak is still under investigation.Previously, "New Stock God" Serenity posted on platform X seemingly "touting" Sivers, and stated that after further reviewing Sivers Semiconductors' latest earnings conference call, they are optimistic about its prospects. The company's management indicated that "in a super-cycle where demand far exceeds supply, viewing ecosystem partners as competitors is not the correct approach," reflecting the current strong demand in the photonics industry. Additionally, the photonics business pipeline has grown rapidly over the past five months, driving an overall revenue pipeline increase of 77%. (Marketscreener)
Serenity, hailed as the "New Stock God," recently commented on its heavily weighted position SIVE. Ayar Labs and Wiwynn announced a partnership today, a move that could profoundly impact Sivers Semiconductors' (SIVE) efforts to drive the implementation of Co-Packaged Optics (CPO) technology at the rack level.Wiwynn services top-tier cloud providers such as Amazon, Meta, and Microsoft, and is also in talks with Google regarding TPU-related deployments. According to the reference architecture, a single rack needs to be equipped with over 512 Supernova light sources. If SIVE successfully becomes the primary laser array supplier, even a medium-scale rack deployment would bring significant revenue growth to the company.Serenity admitted that the current tri-party rack-level commercialization layout is still in its early stages, and related results have not yet been reflected in financial reports. However, this cooperation has already unlocked key pathways for the large-scale application of CPO, serving as a positive signal from the supply chain that deserves continued market attention.SIVE is currently listed on Nasdaq Stockholm in Sweden. The company is evaluating plans for a dual listing on the US Nasdaq and has not yet debuted on the US main board. The stock dropped sharply by 15.49% in the previous trading session. In response, Serenity stated that the pullback in the optical AI sector and SIVE is merely normal volatility during an upward trend, and it continues to increase its holdings.
Odaily, “New Stock God” Serenity posted on X platform, expressing great joy at seeing strong support from the Chinese community on X, and believes this reflects differences in investment exchange across different cultures.Serenity stated that users in the Chinese community are more inclined to study his thought process and stock selection logic, using this to improve their own investment systems; in contrast, users from some other cultural backgrounds are more likely to directly reject viewpoints.