News linked to both this project and an event.
According to the official announcement, the Bitget Trading Bot now supports smart holdings for US stock tokens (rTokens). It has also simultaneously launched multiple recommended portfolios, including the US Stock Top 10 Giants Mag 10, Serenity Holdings, Musk Concept, and more, enabling users to copy holdings with one click and automatically manage positions. Users can navigate to "Trading Bot" and select "Smart Holdings", choose a desired portfolio from the recommendations, enter the investment amount, and establish the position. Alternatively, they can create manually by configuring supported stock rTokens and cryptocurrencies, setting target allocations and rebalancing conditions for each asset, and completing the creation. App users can upgrade to the latest version to experience this feature. It is reported that rTokens, identified by the letter "r" plus the stock ticker (e.g., Nvidia as rNVDA), are issued by Reality, a licensed RWA protocol under Bitget. They connect directly to global liquidity pools such as Nasdaq and NYSE through cooperation with the compliant broker Alpaca. Features include: underlying assets reserved 1:1 and custodied by licensed institutions, stock dividends distributed 1:1 in token form, support for synchronized mapping of corporate actions (stock splits, etc.), and holdings can serve as joint margin for Unified Accounts and USDT-margined contracts, allowing users to flexibly manage funds while holding global stock assets.
the "White-Haired Stock God" Serenity stated that he has long shared his personal research and core views for free, without attempting to sell products or provide investment instructions to others. Meanwhile, he insists on transparently disclosing his personal investment returns, whether profit or loss. Regarding certain paid technical analysis (TA) subscription services, if these institutions could truly and consistently predict the collapse of the semiconductor market, they should theoretically generate substantial profits through short selling, rather than relying on monetizing paid content.Addressing the recent significant correction in AI-related stocks such as semiconductors and optical communications, Serenity explained that if his own portfolio employed 1.4x leverage while being highly concentrated in memory chips and the photonics industry chain, with related assets declining by an average of 35%, the portfolio's theoretical drawdown could reach approximately 49%. AI-related assets still hold long-term recovery potential, as the demand within the AI industry chain is forming structural growth, including: continuously increasing demand for AI computing, expanding energy needs for data centers, growing demand for high-performance storage, and upgrades to network infrastructure. Despite short-term market volatility, from the overall demand across computing, energy, memory, and network communication, the construction of AI infrastructure remains in a long-term development cycle.
"White-Haired Stock Guru" Serenity posted on X platform, pointing out that IBK Research released a report last month on the Boston Dynamics supply chain. The report indicates that Boston Dynamics plans to achieve an annual production capacity of 30,000 units only by 2028, while Chinese robot manufacturers are expected to reach a total production capacity of 100,000 units by the end of 2026. This may lead institutions to begin revaluing the humanoid robot sector.In terms of the competitive landscape, the U.S. camp includes Tesla, Figure, Apptronik, and Agility Robotics, while Boston Dynamics is controlled by South Korea's Hyundai Motor Group. Major Chinese players include Unitree Robotics, Fourier Intelligence, AGIBOT, UBTECH Robotics, and XPeng Robotics. European companies include Neura, Pal Robotics, Wandercraft, and Oversonic.Additionally, IBK Research estimates that Atlas shipments will reach 11,290 units by 2028, and will increase to 20,000, 30,000, 40,000, and 50,000 units respectively between 2029 and 2032. However, Serenity questioned this linear growth model, arguing that the actual volume ramp-up curve is more likely to follow an S-curve. Serenity predicts that shipments could reach 15,000 to 20,000 units by 2028, increase to 40,000 to 70,000 units by 2029, and further rise to 90,000 to 140,000 units by 2030.
"White Hair Stock God" Serenity stated that when he first used ChatGPT in 2023, he believed large language models "performed poorly" in programming capabilities. However, three years later, the related technology has undergone a qualitative transformation. Modern cybersecurity and AI systems, represented by Mythos, now possess "weapon-level" capabilities. He believes the industry is currently entering a critical "inflection point," where humanoid robots and automation technologies are approaching the tipping point for large-scale replacement of human labor.Serenity noted that although outsiders often question whether humanoid robots can currently perform complex tasks such as pipe repair or electrical wiring, the direction of technological evolution is already very clear, with continued breakthroughs expected in the coming years. Market participants, including VCs and large tech companies, have begun adjusting their strategies. Some companies have internal plans to replace a significant amount of human labor with robots to reduce operational costs, referencing previous rumors about Amazon reducing hundreds of thousands of job openings through robotics.Serenity believes that highly regulated industries such as healthcare, ultra-high-skill professional positions, and service sectors relying on human emotional connections may still retain some resistance to substitution. However, the overall trend still points towards a "restructuring of labor." As competition between China and the U.S. intensifies in cutting-edge technology fields, humanoid robots and automation may enter a stage of national-level technological competition. He believes China already holds a leading position in certain areas.
Serenity has released an exclusive analysis of the AI ASIC market on the X platform, presenting the core thesis that "NVIDIA is the kingmaker of the ASIC market." It proposes a set of industry reasoning logic, arguing that NVIDIA CEO Jensen Huang is not pleased with Broadcom monopolizing the custom ASIC track. With implicit support from the NVIDIA ecosystem, companies such as Marvell, MediaTek, AlChip, and GUC are steadily capturing market share originally held by Broadcom, taking on more custom chip projects for hyperscale cloud vendors. This landscape is comparable to the rise of emerging cloud service providers last year, serving as an important means for NVIDIA to hedge against the moat created by leading cloud vendors developing their own ASICs.Serenity suggests this could represent a two-year trading opportunity but does not constitute investment advice. It also predicts that after 2030, major companies like Google will internalize a significant amount of chip design work. It added that NVIDIA has the ability to reshape the valuation of the industry chain, and there have already been market expectations that Marvell could potentially reach a trillion-dollar market cap.
"The White-Haired Stock Guru" Serenity posted on X platform, stating that Sivers Semiconductors (SIVE) has completed a new round of capital increase financing worth 700 million Swedish kronor. The round was "multiple times oversubscribed" and was slightly upsized from the original target. Funds from this round will primarily be used to expand production capacity for InP (Indium Phosphide) lasers and optical amplifiers, driving the company's capacity ramp-up under a fab-light model.Serenity's analysis indicates that this financing suggests SIVE may have reached a critical inflection point for scaled development. The issue price was 57 SEK per share, while the current stock price is approximately 63 SEK, close to the market price, which could help form price support. With the entry of institutional funds, this not only reduces SIVE's balance sheet risk but also provides financial support for its transition to the High-Volume Manufacturing (HVM) stage.
Odaily Odaily announced that, according to official sources, BitMart has launched the "AI & Storage Stock Rally Season" campaign, running from June 26 to July 11, 2026, with total rewards of 150,000 USDT. The campaign covers popular themes such as AI concept stocks, Jensen Huang concept stocks, Elon Musk concept stocks, and Serenity holdings. During the event, users who complete their first 100 USDT TradFi trade will receive a 50 USDT contract bonus.In addition to the first-trade reward, users who complete the specified daily trading volume tasks for the event trading pairs can participate in a daily 10,000 USDT prize pool. Different trading volumes correspond to different reward tiers, with a maximum daily reward of 50 USDT in contract trial funds. Users who successfully upgrade their VIP level during the campaign can also apply for a 30-day VIP4权益试用.
“White-Haired Stock God” Serenity posted on X, stating that Micron Technology’s CEO’s remarks today are highly noteworthy. He predicts that humanoid robots will drive a storage demand cycle lasting several decades. The memory requirements for humanoid robots could be approximately 10 times those of current L2+ autonomous vehicles, and this wave of demand is expected to begin before the end of this decade. Additionally, Micron’s CEO noted that the growing value of on-device AI—and the release of pent-up device upgrade demand—will drive future growth in the storage market. Although Apple’s Apple Intelligence has so far underperformed, innovations in localized AI and edge AI remain promising. Today, industry leaders—from TSMC’s chairman and Elon Musk to Micron’s CEO—are all identifying humanoid robots as the next major trend, suggesting that “physical AI” may represent the next phase of AI development.
Serenity posted on platform X, stating that OpenLight, a private company, appears to be continuing its expansion. If one focuses on its public ecosystem beyond Advantest, related targets include JBL and its partner SIVE for expanding photonic integrated circuits, MRVL and MXL for digital signal processors, TSEM for wafer foundry, and the packaging, testing, and sub-component services provided by TFC Optical 300394.SZ. For those who are not qualified investors, exposure to private growth can often be gained through public stocks, as connections among players in the optical sector are relatively close.
Serenity criticized some of Bank of America's market views on the X platform, stating that its behavior is akin to a "malicious version of Bernstein/Jim Cramer" and may mislead retail investors. According to reports, Bank of America claimed that South Korea's KOSPI index and the Korea ETF (EWY) are in an "extreme bubble" state, drawing a comparison to the March silver crash, which prompted some retail investors to sell their holdings. However, the Korean stock market subsequently continued to rise, nearly doubling and hitting an all-time high.Serenity added that Bank of America recently also put forward a view "expecting 3 rate cuts in 2026," which deviates significantly from derivatives market pricing, with the market currently seeing the probability of this scenario as close to 0%. Such predictions could trigger retail panic while also contradicting the Trump administration's previous stance in favor of rate cuts. As a major U.S. bank, issuing such "junk predictions" and disseminating them to retail investors is a harmful practice.
“White-Haired Stock God” Serenity stated on X platform that he believes the "photonics theme + continuous-wave (CW) laser bottleneck" is one of the most important investment directions in the current AI infrastructure field.Serenity pointed out that the market seems to have overlooked Lumentum's (LITE) market cap growth from about $30 billion in 2024 to over $65 billion, with the core reason being the EML laser supply bottleneck driven by NVIDIA and changes in the optical network architecture.He believes the market is currently experiencing a similar logic, where continuous-wave lasers, 1.6T optical modules, and CPO (Co-Packaged Optics) architecture have become the focus of a new round of industrial upgrades. As NVIDIA continues to sign long-term supply agreements, AMD and other cloud service providers are competing for supply chain resources for continuous-wave lasers and optical components.Serenity cited Goldman Sachs research, stating that the total addressable market (TAM) for the optical communications market could grow to $154 billion by 2028, while the CPO market size is expected to surge from nearly zero to $91 billion within the next two and a half years.He stated that companies including Applied Optoelectronics (AAOI), SIVE, and other continuous-wave laser-related enterprises all hold strategic value, and believes the market may once again replicate the investment opportunities brought by the EML laser supply crunch. He is currently focusing on related assets in the continuous-wave laser supply chain, such as SOI, Tower Semiconductor (TSEM), and SIVE.
Odaily, "White-Haired Stock Guru" Serenity posted on X, reviewing his past experiences where his investment views faced skepticism. He stated that many original investment ideas initially face strong opposition, but ultimately the market becomes the standard for judging right and wrong. He has faced significant criticism for being bullish on several companies, for example:$AXTI: Early on, it was questioned as a "scam company," and related discussions even led to a ban from Reddit's WSB forum. However, it later received coverage from Reuters, and the performance of the Indium Phosphide (InP) substrate industry company, along with institutional investor validation, confirmed its logic.$RPI: Initially labeled a "meme stock" by the market, analysts believed it lacked fundamentals. However, earnings reports showed the company's future revenue growth expectation reached 58%, and it was subsequently re-evaluated as a high-growth AI hardware company.$SIVE: Once considered a "meme stock" by numerous investors, it later gained institutional buying support, including attention from Fidelity Research, JPMorgan Chase, and others, and announced partnerships with companies like Jabil and GlobalFoundries.Serenity stated, "The market will ultimately decide what is right or wrong, not the angry comments or posts on X (formerly Twitter)." He added that as each investment thesis gets validated one by one, the eventual market performance overshadows the early noise. He also listed several other cases that were initially doubted but later gained market recognition, including:$AAOI: Near $30, management was questioned as "untrustworthy";$LITE: At $300, the photonics industry was considered to be in a bubble;$RKLB: At $20, it was dismissed as just a low-revenue launch company;$HOOD: At $20, it faced negative sentiment due to the GameStop trading restriction incident;$IQE: Considered just a small UK company lacking partnerships in the photonics field;$SOI: Analysts at a European bank considered its valuation too high;$NBIS: Questioned for having no competitive moat;$INTC: The market thought it couldn't compete with TSMC;$MRVL: The market feared its ASIC market share would be taken by Broadcom;$AEHR: The market misinterpreted its earnings report, thinking the company lacked revenue;$EWY: The market believed the South Korean semiconductor cycle was in a bubble.
“White-Haired Stock God” Serenity released his personal investment observations, focusing on valuation and shareholding structure analyses of several technology and semiconductor-related companies. He particularly emphasized net asset value (NAV) discounts and growth momentum. His key views include: 1. Wistron is considered one of his top-conviction holdings. Its current market capitalization stands at approximately USD 16.2 billion; Q1 revenue surged 144% year-on-year. It holds ~35.46% of Wiwynn, with the implied value of this stake amounting to ~0.66x Wistron’s market cap. 2. Wiwynn is viewed as having strong continued growth potential and is among his core monitored assets. 3. Priortech holds ~21% of Camtek; the implied value of this stake is ~1.35x Priortech’s own market cap—indicating a quasi-controlling ownership structure. 4. GlobalWafers exhibits a significant NAV discount (~USD 3.5 billion market cap vs. ~USD 7.9 billion in underlying stake value). 5. Korean-listed companies Iljin Holdings and Simmtech Holdings also show notable NAV discounts; however, Serenity remains cautious regarding corporate governance quality and valuation realization capability in Korean firms. Serenity noted that his analysis remains in the research phase, with no final investment conclusions yet drawn. Nevertheless, he leans toward increasing position concentration in these names further on Monday, underscoring that certain companies possess standalone growth capacity and meaningful NAV re-rating potential.
"White-haired stock guru" Serenity criticized Wall Street brokerage Bernstein on platform X, pointing out that Bernstein's bearish view on Kioxia and its prediction of a potential 50% drop in its stock price is "highly unreliable." The institution had previously given Intel a target price of only $36 in January of this year, while Intel's stock has now climbed to around $118, showing a clear deviation in its judgment.Serenity added that investors should remain vigilant about institutional research reports aimed at retail investors, stating that such reports are not necessarily intended to help ordinary investors make sound decisions but may instead reflect the institution's own stance and its bets on market expectations.
“New Stock God” Serenity posted on platform X, stating that they believe AI could be the most disruptive technology in human history, with an impact comparable to the agricultural and industrial revolutions.Serenity pointed out that companies such as Anthropic, OpenAI, and xAI are racing to develop superintelligence. If AI can help overcome cancer and accelerate breakthroughs in frontier technologies like quantum computing, the resulting economic impact would be incalculable. Additionally, if AI replaces a significant portion of the labor force, it could also substantially boost corporate profitability.Serenity further noted that from strategic perspectives such as warfare, security, and cybersecurity, the U.S. government has strong incentives to continuously advance AI infrastructure development. Even if profit margins from large language model training and inference businesses are limited, the U.S. might still support the industry through incentives and subsidies to maintain its leading position in the global AI race.
“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.