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Serenity is a DeDaSP (Decentralized Data Survivability Protocol), a protocol to secure and preserve data in an on-chain framework for decentralized systems using biometric authentication, NFT-based recursive succession, and smart contracts to ensure seamless, long-term ownership transfer.
“White-Haired Stock Guru” Serenity Summarizes Investment Stereotypes Across Different Markets: US Favors Future Narratives, Europe Focuses More on Resource Constraints
“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: Jabil May Be Undervalued by the Market, AI Optical Module Business Could Drive a 40% Valuation Revaluation Upside
“White-Haired Stock God” Serenity posted on platform X, stating that Jabil (JBL), currently with a market cap of approximately $38 billion, represents an attractive long-term investment opportunity. The market may not have fully priced in the potential value of its 1.6T LRO pluggable optical module business.By the first half of 2027, the industry bottleneck may no longer be insufficient demand, but rather the production capacity limitations of key upstream supplier SIVE. In this context, leveraging its mature global supply chain system and the advantage of taking over Intel's (INTC) pluggable optical module production line, Jabil is well-positioned to benefit from the demand growth driven by AI infrastructure construction. Compared to Applied Optoelectronics (AAOI), which relies on continuous capital expenditure to expand laser factories, if SIVE and multiple foundries including Win Semi achieve mass production of lasers, Jabil's backend manufacturing and integration model will prove more scalable.Serenity stated that Jabil currently possesses a supply chain system validated by hyperscale cloud service providers, exhibiting a growth trajectory similar to that of Innolight, while also enjoying a valuation premium in the US market. He expects that as the market gradually recognizes the relevant opportunities by the first half of 2027, Jabil has approximately 40% room for valuation revaluation. However, he emphasized that he currently holds no positions and is merely sharing research ideas for investors' reference.
“New Stock God” Serenity: Stock Price Rises Don’t Necessarily Create Value; Avoid Companies with “Toxic” Financing Structures or Crushing Debt
"New Stock God" Serenity posted on X platform, reminding investors to pay attention to financing structures and the dynamics of outstanding shares, as these are crucial for investment returns, and provided examples:IREN: The financing method approaches infinite dilution, with each rebound met by selling pressure—essentially a "bad stock."NBIS: Up 153% year-to-date, thanks to an optimized financing structure (such as direct offerings, convertible bond combinations, etc.).CRWV: High debt interest; the company uses usurious loans for GPU financing, which erodes free cash flow over the long term.Serenity pointed out that if a company has strong fundamentals, one could consider going long after the original shareholding has been diluted to near zero. However, for equity value appreciation, one should stay away from companies with "toxic" financing structures or crushing debt. The risk is especially high for small-cap companies, such as $SLNH adding a $500 million ATM while its market cap is only $250 million; $BKKT continuously diluting stock for executive compensation. Essentially, these companies are transferring investor funds to the enterprise, masked by media hype or influencer promotion.Serenity emphasized that investors must carefully analyze equity structure, dilution risk, and hidden costs when screening targets, to avoid focusing solely on profits while seeing their actual equity shrink.
“New Stock God” Serenity Clarifies: Currently Does Not Hold Harmonic Drive Shares
“New Stock God” Serenity posted on X platform to clarify that he does not currently hold any shares of Harmonic Drive, and the related views are solely public research sharing. He further added that Harmonic Drive holds a key position in the humanoid robot industry chain, with its products expected to cover a significant portion of the manufacturing processes for humanoid robots. Currently, companies like AGIBot and Unitree have just entered the scale-up stage, with AGIBot’s cumulative shipments reaching only about 10,000 units. Therefore, the P/E valuations of related companies are generally high at this stage.However, Serenity pointed out that capital markets typically price in future growth expectations in advance. If manufacturers like Tesla Optimus and Unitree achieve mass production of tens of millions or even hundreds of millions of robots in the coming years, and with trillions of dollars flowing into the humanoid robot industry, even if Harmonic Drive only captures about a 5% market share of core robot components, its valuation could be significantly higher than its current market capitalization.Based on comprehensive research of the industry chain, Serenity stated that Harmonic Drive is currently one of the highest-exposure targets he has identified related to the development of the humanoid robot industry.
New stock god Serenity: COIN, HOOD, and CRCL valuations may become attractive again
a new stock guru, Serenity, posted on X platform, stating that with the progress of US crypto regulatory policies, crypto-related stocks such as Coinbase (COIN), Robinhood (HOOD), and Circle (CRCL) may once again attract attention.Serenity believes that if the CLARITY Act advances in its current direction, it may be more favorable for the traditional banking system, potentially limiting certain innovations in the crypto space and products that compete with banking services. Additionally, related policies could impact market liquidity, but may strengthen the position of the US dollar.Serenity stated that for swing traders, the current valuation levels of these stocks appear to be attractive once again.
“New Stock God” Serenity: Google’s $80 Billion Funding May Benefit AI Supply Chain Companies like Micron and TSMC
"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: COIN, HOOD, and CRCL valuations may become attractive again
a new stock guru, Serenity, posted on X platform, stating that with the progress of US crypto regulatory policies, crypto-related stocks such as Coinbase (COIN), Robinhood (HOOD), and Circle (CRCL) may once again attract attention.Serenity believes that if the CLARITY Act advances in its current direction, it may be more favorable for the traditional banking system, potentially limiting certain innovations in the crypto space and products that compete with banking services. Additionally, related policies could impact market liquidity, but may strengthen the position of the US dollar.Serenity stated that for swing traders, the current valuation levels of these stocks appear to be attractive once again.
“New Stock God” Serenity: Photonics-Related Stocks May Benefit Sequentially Within 3 to 15 Months After the EU CHIPS Act Release
: “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: Fake Information Network Targeting SIVE Discovered, to Be Reported to SEC for Investigation
“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 Reportedly Responds to Potential Sivers Investigation: Sivers Should Transform into a U.S. Company While Retaining Its European Subsidiary to Position Itself in the Photonics Market
“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.
Swedish prosecutors suspect information leak led to premature exposure of Sivers (SIVE) dual-listing rumors, causing stock price volatility; investigation launched
: 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)
“New Stock God” Serenity: AAOI, SIVE, Foci, and Shunsin Are the 4 Stocks with the Best Risk-Reward Ratio at Current Levels
“New Stock God” Serenity shared on platform X his top 4 most favored stocks currently: AAOI, SIVE, Foci, and Shunsin, stating that at their current market capitalizations, these targets offer the best risk-reward ratio.He indicated that AAOI benefits from capacity expansion in 2027 and growing demand for silicon photonics; SIVE’s photonics business revenue pipeline is growing rapidly with high profit margins; Foci is a key participant in the NVIDIA and TSMC FAU supply chain; and Shunsin is deeply involved in the CPO and photonics packaging business undertaken by Foxconn, yet its related value has not been fully priced in by the market.Additionally, Serenity listed XFAB as a “runner-up” target, believing it stands to benefit from the EU's Chips Act 2 and the development of the silicon photonics industry.
“White-Haired Stock Guru” Serenity: SIVE Surges ~1,900% in Three Months, JPMorgan and Fidelity Recently Enter the Fray
“White-Haired Stock Guru” Serenity posted on X platform, reviewing his bullish stance on SIVE. The company's initial share price was only about 4 Swedish Krona (SEK), and now it has accumulated a surge of 1,900% in roughly three months. His bullish judgment has attracted several U.S. institutions, including JPMorgan and Fidelity, to enter the market and gradually start building positions. Serenity also stated that SIVE is “the second most important investment judgment” in his history, second only to his previous bullish stance on AXTI.
“White-Haired Stock God” Serenity: The Liquidity Cycle in the U.S. Stock Market is Essentially a Transfer from Retail Investors to Institutions; Negative Research Reports May Signal Institutional Accumulation
"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 God” Serenity: Optical Communication Concept Stocks Rebound as Expected, Previous Sell-off Was Overdone
“White-Hair Stock God” Serenity posted on platform X, stating that the rebound in optical communication concept stocks such as LITE, AAOI, and SIVE is a “repair rally in line with expectations.” Serenity believes that the previous sell-off in these sectors was “purely an overreaction” and did not reflect changes in fundamentals. The current rebound is a normal recovery process as market sentiment returns to rationality.
“The New Stock God” Serenity: JPMorgan’s Purchase of SIVE Could Trigger Institutional Follow-On Buying
“New Stock God” Serenity posted on X, stating that JPMorgan’s disclosure of acquiring over 5.25% of $SIVE shares carries far greater market significance than the public anticipated. For U.S. institutions, $135 million is merely a small amount—they have ample capacity to acquire up to 25% of the shares; the main constraint lies in the limited number of freely tradable shares available to retail investors. Nevertheless, JPMorgan’s buying signal is expected to trigger follow-on purchases by other major institutions, creating a chain reaction. Since $SIVE’s freely tradable shares are heavily shorted by Swedish hedge funds and various algorithmic funds, the entry of large U.S. institutions into positions will trigger market short-covering activity. Serenity added that this also validates their strategy: first providing investment ideas to retail investors, then letting institutions follow—thereby capturing opportunities in the next CPO super-cycle.
“New Stock God” Serenity: Stock Price Rises Don’t Necessarily Create Value; Avoid Companies with “Toxic” Financing Structures or Crushing Debt
"New Stock God" Serenity posted on X platform, reminding investors to pay attention to financing structures and the dynamics of outstanding shares, as these are crucial for investment returns, and provided examples:IREN: The financing method approaches infinite dilution, with each rebound met by selling pressure—essentially a "bad stock."NBIS: Up 153% year-to-date, thanks to an optimized financing structure (such as direct offerings, convertible bond combinations, etc.).CRWV: High debt interest; the company uses usurious loans for GPU financing, which erodes free cash flow over the long term.Serenity pointed out that if a company has strong fundamentals, one could consider going long after the original shareholding has been diluted to near zero. However, for equity value appreciation, one should stay away from companies with "toxic" financing structures or crushing debt. The risk is especially high for small-cap companies, such as $SLNH adding a $500 million ATM while its market cap is only $250 million; $BKKT continuously diluting stock for executive compensation. Essentially, these companies are transferring investor funds to the enterprise, masked by media hype or influencer promotion.Serenity emphasized that investors must carefully analyze equity structure, dilution risk, and hidden costs when screening targets, to avoid focusing solely on profits while seeing their actual equity shrink.
Garrett Jin questions “new stock god” Serenity’s timing in calling for a green harmonic pattern, suggesting it may lead followers to buy at high prices.
Garrett Jin, the agent of “BTC OG Insider Whale,” posted on social media that Serenity—the “new stock god”—“called the green harmonic timing too late” and questioned whether his target was to guide followers to “buy at the top.”
Serenity slams Wall Street brokerage Bernstein: Not necessarily aligned with retail investor interests, more a reflection of its own stance
"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: AI Could Be the Most Disruptive Technology in Human History
“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 Summarizes Investment Stereotypes Across Different Markets: US Favors Future Narratives, Europe Focuses More on Resource Constraints
“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: The Liquidity Cycle in the U.S. Stock Market is Essentially a Transfer from Retail Investors to Institutions; Negative Research Reports May Signal Institutional Accumulation
"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.
Serenity Statement: No Paid Partnerships, No Gifts Accepted, Monetization Solely Through X Subscriptions
"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.
“New Stock God” Serenity: Sivers Secures $8.2M Order and Enters Aerospace & Defense Supply Chain
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.
Related news
“White-Haired Stock God” Serenity: Bullish on the early-cycle breakout of robotics; would go long on Leaderdrive if in China
“White-Haired Stock God” Serenity posted on platform X, stating that the robotics industry is still in its early upward phase. However, based on China's advantages in low-cost manufacturing and mass production, related companies are expected to become clear winners in the current round of robotics industry expansion. If operating in the Chinese market, he would choose to go long on Leaderdrive (688017).
Serenity: AMD is Actively Securing CW Laser Supply, Potentially Signaling Emerging Upstream Supply Bottlenecks
Serenity stated in a post that a TrendForce report indicates AMD is securing CW laser supply through multiple major purchase orders, which could mean that related supply bottlenecks are beginning to emerge. Serenity noted that remaining independent production capacity in the Western supply chain is limited, with little room beyond SIVE, AAOI, and potentially Macom, especially after Lumentum and Coherent signed multi-year agreements with NVIDIA, further locking in that capacity. Serenity also stated that Lumentum has already been constrained by CW laser supply and may be sourcing from Japanese companies such as Sumitomo and Furukawa, which could themselves be near full capacity; after NVIDIA and AMD signed long-term agreements, hyperscale cloud service providers like Amazon and Microsoft may also attempt to lock in capacity.
Serenity slams Wall Street brokerage Bernstein: Not necessarily aligned with retail investor interests, more a reflection of its own stance
"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.
Serenity: Very Bullish on AAOI, Monthly Revenue Could Reach $471 Million by First Half of 2027
Serenity expressed optimism on X platform regarding its high-conviction long position on AAOI. AAOI possesses the scarce laser capabilities sought after by hyperscalers like AMD. The entire industry is currently constrained by bottlenecks related to NVIDIA, and AAOI has a US-based transceiver supply chain for mass production of 800G and 1.6T. With demand far exceeding supply and assembly outsourced to Asia, its quoted monthly revenue for the transition from the first half of 2027 to the second half stands at $471 million, representing an annualized run rate of $5.6 billion based on a $13.5 billion market cap.Furthermore, many significant inflection point trading volumes are expected to arrive later in 2028. Regarding volatility, there may be an active $600 million ATM facility utilized at random times, and occasional bearish commentary along with macroeconomic factors could trigger further fluctuations. Currently, there is still one year until the target, and the timeline remains in its early stages.
“New Stock God” Serenity: AI Could Be the Most Disruptive Technology in Human History
“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 Reviews Early Optical Communication Investments, Names SIVE as Potentially Repeating Similar Opportunities
“White-Haired Stock Guru” Serenity has published a review of their early-stage investment views on the optical communication sector from 2025. Serenity stated that the underlying thematic logic has now been validated. At the beginning of 2025, the optical communication targets they focused on included AAOI, LITE, and AXTI, with corresponding market capitalizations of approximately $20 billion, $26 billion, and $500 million respectively. As of now, these have risen to $15.37 billion, $74.47 billion, and $7.24 billion.Serenity further noted that since the optical communication theme was still in its early stages at that time, market information was limited. Some detailed judgments regarding ASIC projects may have deviated as subsequent information was disclosed. However, overall, their assessments of industry trends and thematic direction have been confirmed. Now, seeing SIVE, an optical communication target with a market capitalization of approximately $3 billion, it evokes a similar “déjà vu” feeling as when they initially positioned themselves in AAOI, LITE, and AXTI.