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US stock calling king Serenity posted on X platform that it has completed building a position in European stock XFAB at a market cap of $1.28 billion. This is the first time Serenity has mentioned this stock on X. XFAB rose by 10% after opening on Euronext Paris today (opening at 15:00 Beijing time), rising from €8.88 to €9.88.X-FAB Silicon Foundries SE (XFAB) is a specialty wafer foundry focused on analog and mixed-signal semiconductor technologies. Serenity stated that the EU's "CHIPS Act 2" will act as a catalyst for European photonics companies, and XFAB is likely to be included and receive government funding.Additionally, XFAB is the only high-volume silicon carbide wafer foundry in the United States and is also a key manufacturer of Micro-Electro-Mechanical Systems (MEMS). Currently, XFAB's price-to-book ratio is approximately 1.29x, and Serenity believes its expected price-to-earnings ratio will reach 6.5 to 8.5 in 2028.It is reported that Serenity is currently the most followed and influential stock analyst in the AI/semiconductor sector on the X platform. Joining X in July 2025, Serenity now has over 400,000 followers and over 37,000 account subscriptions. Over the past year, many small-cap stocks it has called have risen by over 100%, and its personal return rate so far this year has exceeded 3,840%.To learn more about Serenity’s investment strategies and background, please read "US Stock Calling King Serenity: Building Positions at Low Valuations Ahead of Institutions, Annual Return of 3,840%".
According to on-chain analyst Onchain Lens (@OnchainLens), Silicon Valley’s Wang Chuan (Chuan) sold 233,296 $HYPE tokens at an average price of $41.46, earning $9.67 million in USDC and realizing a profit of over $1.18 million. He currently still holds 8,529 $HYPE tokens (valued at approximately $349,000).