🦊 白毛股神 Serenity 专栏

Serenity (@aleabitoreddit) — 前AI算法研究员、RISC-V基金会成员，现专职交易AI供应链瓶颈环节。
X平台粉丝 77.7万，订阅人数超越马斯克成为X平台第一。
2026年至今回报率 4,502.45%，两年回报率 22,561.99%。
中文圈称白毛股神、白发魔女、AI供应链侦探。

本专栏收录 Serenity 最近一个月（2026年5月9日 — 6月9日）的精选推文中英对照，按时间顺序整理。

📅 第1周：5月9日 — 5月10日（周末·起步期）

🗓️ Sat May 09 📷

👍 1,453 🔁 49 👁️ 201,148

English:

I feel like all the $FISV, $PYPL, $NVO value/dividend investors went extinct this cycle?

Was very popular, even last year…

But if you pivoted to semis like $INTC or $SNDK, you would be up 200-400%+ YTD.

X feed is just AI bottlenecks now, feel like I helped start a new trend?

中文对照：

关于$FISV, $PYPL, $NVO, $INTC, $SNDK等AI供应链瓶颈环节的分析观点。（原文为英文）

🗓️ Sat May 09

👍 2,112 🔁 153 👁️ 310,854

English:

Just a TLDR of recent semi developments:

$TSM pushing hard CoPoS - VisEra/others might go brrr earlier than expected.
$AAPL goes with $INTC for semi production, which is a major shift cause they normally go with TSM. Made in America go like Intel go brrr.
$NVDA Vera Rubin reportedly makes changes to cooling architectures very recently.

"Taiwan's thermal management suppliers are emerging as one of the fastest-growing segments in the AI hardware ecosystem" - From Last Month.

"Vera Rubin server architecture is expected to drive a fundamental shift in data center cooling and system design"

Will cover thermal ecosystem later, maybe it's time to take a look?

2D NAND shortage spirals after Samsung, Micron, and rivals exit market

Macronix, Windbond go brrr. implications for GigaDevice and other niche players.

"Big Tech reportedly offers to fund SK Hynix fabs and EUV"
Memory that badly bottlenecked that mag7 wants to pay for it, so $MU, SK Hynix, Samsung go brr.
$TSM 2026 net revenue $12.6B for April 2026. Revenue up 30%, Semis keep going brr.
Anthropic needs compute -> SpaceX.

So implications for compute demand is extreme here which is BRRR $NBIS and others.

But it's very interesting they sidestepped Neoclouds and went with SpaceX.

"SKC to Accelerate Mass Production of Glass Substrates for U.S. Clients by the End of the Year"

"the end of the year, ahead of its original plan, it has been announced"

Glass Core substrates players like $LPK for mass production and other related players like SKC go brrr.

Glass timelines moved up. heavy brrr glass.

"Power chip shortages deepen as AI server demand and GaN battles escalate"

Maybe time to look into the power chip bottleneck anon?

"Adata said DRAM and NAND flash contract prices will each climb more than 40% in the second quarter of 2026"

Another positive for $MU, SK Hynix, Samsung, $SNDK, and others.

中文对照：

领先的玻璃基板玩家：$LPK（TGV设备）、$GLW（玻璃材料）、$NCI、DNP、$ALRIB……

🗓️ Sat May 09 📷

👍 1,359 🔁 111 👁️ 286,559

English:

The US/West now controls majority of the shares of $SIVE.

With Goldman Sachs/JP Morgan/Morgan Stanley and other US institutions entering.

US/West 46.8%:
- Fidelity: 11.5% (retail)
- Charles Schawb: 11.4% (retail)
- $IBKR: 9.3% (primarily retail)
- BNY Mellon: 4.2% (retail)
- Morgan Stanley Smith Barney: 3.1% (Retail/Wealth management)
-Bank of America: 2.8% (retail/Wealth management)
- BNY Mellon: .9% (institutional)
- Morgan Stanley Client Assets: .7% (institutional)
- Bank of New York Mellon: .5% (institution)
- JP Morgan: .5% (institutional)
- J.P. Morgan Securities Plc: .4% (institutional)
- Citibank New York: .3% (institutional)
- JP Morgan SE: .2% (institutional)
- Morgan Stanley: .2% (institutional)
- JP Morgan Securities: .2% (institutional)
- BoFA Securities: .2% (institutional)
- Goldman Sachs: .2% (institutional)
- Goldman Sachs International: .1% (institutional)
- Cbny-Rja-Client Asset - .1% (retail/wealth)

Large % now owned US retail shareholders (eg. $IBKR on behalf of clients, probably majority retail some institutions).

The new but smaller JP Morgan Goldman Sachs, and Citibank % positions are likely hedge funds or other institutions trying to build positions.

Europe & Switzerland: 11.3%
- Clearstream: 6.2%
- UBS Switzerland: 1.6%
- Six SIS: 0.8%
- Euroclear Bank: 0.8%
- Saxo Bank: 0.6%
- BNP Paribas: 0.6%
- Caceis Bank / Intesa San Paolo: 0.2% each
- KBC / LGT / Julius Baer: 0.1% each

Swedish ~8.49%:
Försäkringsaktiebolaget Avanza Pension - 4.76%
Nordnet Pensionsförsäkring - 2.73%
Skandinaviska Enskilda - .2%
SEB Life International - .1%
Nordea Bank Abp - 0.7%

Canada/UK/Middle East ~.6%:
First Intl Bank of Israel - .3%
Royal Bank of Canada - .1%
Royal Bank of Canada - .1%
HSBC - .1%

A special thank you to the Swedish Media doing the work of US institutions:

The West now has ~58.7% ownership. Swedish is now down to 8.49% due to local media.

I wonder if they realized what they've done now scaring off local investors now that it's changed hands to US institutions/investors?

The West have now acquired majority of the float before the CPO supercycle.

You can also start to see US institutions like JP Morgan or Goldman Sachs building start positions (on behalf of institutional investors), probably off of US retail taking profits. This is likely after $SIVE reached a certain MC threshold for fund mandates.

But a large % of it is still owned by US retail on places like $IBKR and Fidelity. (this is what I call frontrunning the institutions)

TLDR:

$SIVE went from majority:
-> Swedish retail ownership
-> US retail ownership
-> gradual US Institution ownership as US retail takes profit or sells (if they figure out a way to scare off US retail like the Swedish media did).

中文对照：

高盛和摩根大通现在持有$SIVE大部分股份。美国/西方已经控制了这家瑞典光子学公司。

🗓️ Sat May 09

👍 137 🔁 1 👁️ 13,391

English:

Yep I wonder if the Swedish media finally realized what they accomplished once they looked at the $SIVE cap table?

Now Swedish investors barely hold anything compared to US institutions/investors and we're at the beginning of the next supercycle.

There's still a few % to go for local ownership, so hope they keep posting negative articles.

中文对照：

关于$SIVE的投资观点。（原文为英文）

🗓️ Sun May 10 📷

👍 1,176 🔁 70 👁️ 380,196

English:

Did you remember my $AXTI InP substrate bottleneck call last year anon?

IntelliEPI CEO (Q1 2026 ER):

"The InP substrate shortage is a bottleneck for the entire AI infrastructure"

Digitimes: "Taiwan's IntelliEPI warns of severe indium phosphide supply shortage"

I said as photonics ramps: There was going to be a major InP bottleneck as all the next-gen AI architectures go optical.

This was most goated call with AXT as the upstream chokepoint.

I'm usually a few months ahead of time, but they play out directionally.

While I'm sitting in existing bottlenecks up 1800%+, I'm long CPO as the next major supercycle.

中文对照：

关于$AXTI等AI供应链瓶颈环节的分析观点。（原文为英文）

🗓️ Sun May 10 📷

👍 2,024 🔁 198 👁️ 344,948

English:

“Leading” Glass Substrate players that were name dropped if you’re curious:

• $LPK — TGV Equipment
• $GLW — Glass Materials
• $ASGLY (5201 T)— Glass Materials
• $NIDGY (5214 T) — Glass Materials
• $LRCX — Etching Systems
• $DSCSY (6146 T)— Dicing Equipment
• $SMHSF — Bonding Systems
• $ONTO — Inspection Tools
• $KLAC — Inspection Tools

Fun to see the stuff I’ve called out early in the year like LPK at ~$150m MC get mentioned as a critical player by Trendforce and others.

中文对照：

领先的玻璃基板玩家：$LPK（TGV设备）、$GLW（玻璃材料）、$NCI、DNP、$ALRIB……

🗓️ Sun May 10 📷

👍 1,530 🔁 29 👁️ 239,681

English:

Is it just me…

Or does it feel like everyone on X or $RDDT made millions off of $INTC, $MU, and $AMD recently?

中文对照：

关于$RDDT, $INTC, $MU, $AMD的投资观点。（原文为英文）

🗓️ Sun May 10

👍 805 🔁 16 👁️ 465,063

English:

Today I learned there’s a $NVDA CPO supplier that builds massage chairs and US Humanoids on the side.

The Toto toilet HBM meme keeps showing up everywhere.

中文对照：

关于$NVDA的投资观点。（原文为英文）

📅 第2周：5月11日 — 5月17日（Photonics爆发周）

🗓️ Tue May 12

👍 1,876 🔁 160 👁️ 290,065

English:

Random CPO related names I like:

$SIVE
Foci (3363)
$TSEM
Browave (3163)
PCL (4977)
$AXTI
Msscorps (6830)
$IQE
Shunsin (6451)
Furukawa Electric (5801)
$MTSI
Nextronics (8417)
$LITE
$COHR
FitTech (6706)
$GFS
$ASX
LandMark (3081)
$SOI

Disclosure: I own most, not all though.

中文对照：

CPO相关标的：$SIVE、Foci(3363)、$TSEM、Browave(3163)、PCL(4977)、$AXTI……

🗓️ Tue May 12

👍 2,180 🔁 85 👁️ 1,037,944

English:

All right chat.

I need some more ideas on the early $RKLB equivalent for humanoid exposure.

10x+ potential returns only in the next 2 years and more pure play exposure than $TSLA.

What’s your best ideas?

中文对照：

关于$RKLB, $TSLA的投资观点。（原文为英文）

🗓️ Tue May 12

👍 3,544 🔁 339 👁️ 705,130

English:

Here's the humanoid exposure crowdsourced list:

$OUST
Rainbow Robotics (277810)
$AMBA
Ubtech Robotics
$MKA
Nextronics
$SYM
Harmonic Drive (6324)
$VPG
Beijing Geekplus
$MBLY
$ARBE
Nabtesco (6268)
$SERV
$HSYDF
Robotstrategy
$ZBRA
$CATL
$ABB
$BOT
Unitree (not public yet)
$LSCC
Esunny Robot (300024)
$NOVT
$RR
$PDY
Hesai (2525)
$SHA.DE
$XBOT
$XPEV
$BAM
$ALNT
6268.T
$AMBQ
$ATOM
$MRAM
$ISRG
$HLIT
Robosense (2498)
$HG
$ACUVI
$CGNX
$KLIC
$BSL
$AEVA
$AUR
$CTH.V
$IMSR
$NEO
$KDK
$MRLN
$KITT
$INDI
$NOVT

Off the top of my head:

Harmonic Drive, $OUST, $BOT, $VPG, $MBLY, and Ubtech showed up the most.

Will start doing DD into mentions.

中文对照：

人形机器人概念众包名单：$OUST、Rainbow Robotics、$AMBA、优必选、$MKA……

🗓️ Wed May 13 📷

👍 1,805 🔁 129 👁️ 542,638

English:

People wonder why I'm focusing on non-US markets recently.

Why? CPO is my #1 thematic long.

Markets don't know yet, the sudden paradigm shift in photonics...

I was one of the only to frontrun the current supercycle in 2025 w/ $AAOI @ ~$30, $LITE ~$300s, and $AXTI at ~$13 on X....

With the actual receipts and thesis that others can't show.

CPO goes from ~$0. To $91 Billion TAM opportunity.

In the next 1 1/2 years from GS research.

While overall optical market reaches $154B.

Many players that had little exposure to the current photonics cycle at all:

-> In Europe with high-end lasers design like $SIVE or $SOI with substrates.
-> In Taiwan with Foci (3363), Nextronics (8147), Shunsin (6451) and others for optical components and foundries.
-> In Japan with laser mass production, substrates, and chemicals.

Are suddenly the new dominant players for CPO.

As for US players, there's not much exposure. But the existing ones like $LITE, $COHR still get upside from CPO as that's their new growth vector.

My contrarian thought process on current players:

Is that most of their valuation is priced in huge legacy pluggable revenue that will inevitably face cannibalization over time, so re-rating potential is less unless someone uses leverage.

A lot of these new purer play CPO names go from 0 to 100 extremely quickly one mass production starts H2 2026 for scale out (as a revenue bridge) into H2 2027 for scale up (massive growth driver).

Markets usually price things in 8-12 months ahead of time too...

I have high conviction thematically in my supply chain research despite any market volatility leading up until then.

中文对照：

关于欧洲市场/瑞典市场的观察。（原文为英文）

🗓️ Wed May 13

👍 1,780 🔁 112 👁️ 330,528

English:

Wow, $SIVE to be listed in the MSCI Global Small Cap Index.

This is overwhelmly positively as it triggers more passive inflows as the MC grows.

Rebalancing takes places May 29th.

中文对照：

哇！$SIVE被纳入MSCI全球小型股指数！这将触发更多被动资金流入，极其利好。

🗓️ Wed May 13 📷

👍 2,759 🔁 212 👁️ 321,526

English:

What an insane day for photonics.

$SIVE up 31.3%
$TSEM up 23.1%
$AAOI 20.01%.

It feels like a lot… but this just means you’re early to the next supercycle and there’s a lot of room to go.

Lot of people on X ask what’s next after $SNDK?

Here they are.

中文对照：

光子学今天疯了！$SIVE涨31.3%，$TSEM涨23.1%，$AAOI涨20.01%。这只是刚刚开始。

🗓️ Thu May 14 📷

👍 1,992 🔁 186 👁️ 638,928

English:

$SIVE 2025 annual report analysis.

TLDR: Extremely Bullish.

Sivers main growth vector is CPO, but they've TAM expansioned to pluggable transcivers + multiple new qualifications/development.

"We are currently seeing great interest... testing our DFB lasers across multiple manufacturers in pluggable transceivers"

For pluggable angle, we've seen this with $JBL 1.6T LRO already, but annual report hinted they're developing/qualifying with more hyperscaler suppliers.

"Our serviceable markets have now been expanded to include pluggable optical interconnects as well as scale-up and scale-out architectures for co-packaged" (TAM expansion)

"Discussions with hyperscalers and pluggable transceiver suppliers indicate a shortage of CW lasers in the coming years"

$LITE already signaled CW laser bottlenecks, and they had to buy externally from competitors. So we kinda guessed CW Laser was a bottleneck.

And this confirmed it, so was wondering about Win semi.

"The partnership announced with high-volume supplier Win Semiconductor in March 2025 now gives us a strong position to meet growing demand"

$SIVE likely has capacity locked in with Win from this nuance, which is exactly what I wanted to know.

This positions Sivers in the CW laser as both a bottleneck and CPO laser architectural leader.

VOLUME PRODUCTION H2 INDICATIONS (BULLISH):

"The collaboration positions both companies to address the rapidly growing market for optical AI connectivity, with prototypes to be demonstrated to customers during the first half of 2026 and with the goal of scaling up production by the end of 2026"

H1 is more preproduction, H2 production signaled starting with names like $POET.

"We are pleased that our largest LIDAR customer will increase production starting in the fourth quarter of 2026"

$AEVA start of volume production Q4 with $SIVE = bullish for both.

Revenue floor from LIDAR as their CPO scales.

Sivers announced a partnership with LIGHTIUM AG to integrate their CW lasers directly onto TFLN wafers. 3.2T+ cycle. (future proofing)

FYI no decent investor cares about last year's 2025 financials from development contracts aside from Swedish Media/Locals.

Especially when you're forward looking for the 2027-2028 CPO supercycle.

But the hint from you can take away from financials + geography that is $NOK is now the high confidence customer of $SIVE.

TLDR:

-> Win Semi implied capacity lock in during CW laser bottleneck
-> Hints of new group of hyperscaler suppliers testing/qualification for pluggable transcivers, which is massive TAM expansion.
-> New customers for CW lasers
-> Volume production scaling starting H2 for both photonics and lidar.

中文对照：

关于$SIVE, $JBL, $LITE, $SIVE, $POET等AI供应链瓶颈环节的分析观点。（原文为英文）

🗓️ Fri May 15 📷

👍 4,826 🔁 275 👁️ 1,386,160

English:

Leopold Aschenbrenner is a legend, but I'm not quite sure he can beat 3152.77% YTD in the Serenity Awareness fund.

That being said, I've hit 23 different longs this year with 100-1000%+ YTD.

$AXTI
$AAOI
$SIVE
$LITE
$IQE
$AEHR
$CRCL
$EWY
Unimicron
Nitto Boseki
$OSS
$GDRZF
$RPI
$SOI
$ALRIB
$SNDK
$SIMO
$VPG
$TSEM
$ARM
$MRVL
$INTC
$LPK

Do you remember all of these anon?

中文对照：

Leopold是传奇人物，但我不确定他能不能打败我今年3,152.77%的回报率。

🗓️ Sat May 16 📷

👍 2,054 🔁 44 👁️ 312,016

English:

Wow I’ve hit 300k followers just now!

What a milestone! My goal from the start was always to help retail from Day 0 instead of institutions.

That being said… I’ve probably helped out $IBKR too much recently with thousands of new “Serenity Accounts?

$HOOD retail DW… Working on something surprising for you all, just stay tight.

Maybe 6-8 weeks?

Regardless happy to see so much validation of my thoughts.

And I hope whatever I do sets a lasting example for X about the positive sum nature of free information democratization.

中文对照：

哇，刚刚突破30万粉丝！我从一开始的目标就是帮助散户获得机构级信息优势。

🗓️ Sun May 17 📷

👍 2,730 🔁 260 👁️ 622,835

English:

When I see comments like this (and there are a lot) from retail investors:

I immediately think they lack the technical depth.

I'll walk through each one from $SIVE to $LPK:

Photonics TAM goes from $14B -> $154B In just two years time, and it's likely going to keep scaling past 2030 as it's the next generation architecture of choice.

It's not going away in 1 year. It's not going away in 3 years, which is why $LITE premiums keep going higher since they're backlogged into 2028.

$SIVE supplies CW lasers and is highly tethered to CPO and now pluggable transcivers for 1.6T and 3.2...

For expected companies like $JBL, Ayar, Lightmatter, Lightelligence, $POET, $MRVL Celestial, and $AMD.

This isn't a "trade", it's the core chokepoint and IP holder for the next generation of photonics.

And it's a comfortable hold for the next few years as they scale to become the next $LITE.

The risk I personally see (since they're already qualified with so many players), it's mainly how much TAM they can capture of the overall optical supercycle. (And potential risks with Win Semi volume ramp, but Win is massive so I can sleep tightly there).

As just supplying lasers isn't enough to justify valuation.

It's TAM expansion downward into making the entire ELS or entire pluggable transceiver that makes these laser companies so valuable.

Then afterward, they can vertically integrating upward for gross margin expansion upward like $COHR into doing the laser fabs or even substrate level.

And that in my view is a very asymmetric risk/reward ratio as we've already seen this done with $LITE as they went from $2B to $80B.

$LPK - Is the purest exposure, without the messy financials of SKC Absolics, as the next advanced packaging shift for glass substrates.

Almost every single major semi company from $INTC to Samsung are adopting glass substrates.

$LPK is basically $ASML of this chokepoint, since they supply to ~80% of the global players currently.

Yes, there's "trade cycles" for equipment suppliers like $ASML, where if there's more foundry capex, ASML scales up. But if there's downturns, these tend to perform poorly, and don't capture all the volume ramp that happens after.

However, if the MC is $650m and they're making $100-200M, revenue per costumer volume ramped, the amount they make from the glass substrate cycle will likely exceed current valuations.

And they'll have baseline fundamentals (as more companies adopt the packaging shift), that keeps their valuation up.

It's just a waiting game for volume ramp at this point.

$AAOI - This is literally $INTC but for America + Photonics. It's like saying Intel is not a long term investment.

Guess where all your optical transcivers are made?

China. Thailand. Malaysia. If you look at Innolight, Eoptolink, $FN, and others.

AOI is building the largest Made in America supply chains for both CW laser fab, as well as 800g, 1.6T assembly.

Yes, there are pluggable cycle ups and downs to this as well. There's going to be a wave for 1.6T next year, then CPO cannibalizes pluggables down the road.

But since they make the entire supply chain in house, they have extreme optionality for other segments. And like $NVDA older gen-GPUs, there's going to be sovereign DC requirements for older gen pluggables from names like $AAOI.

It's likely going to keep rising as it hits that $400m+/month revenue target H2 2026.

There's just a lot of different short term volatility along the way like the $600m dilution.

$IQE - ??? It's one of the most important players in the Western word for epiwafers.

$MTSI went out of their way to pay off IQE's debt because they can't have them going under. $IQE is also supplying to $LITE.

The world is currently bottlenecked both on the epiwafer level from Landmark comments and InP substrate levels.

Their financials were track but the raw book value, and value they hold to the entire Western supply chain... completely justifies their valuation. And other optical companies will not let their core upstream supply chain go under.

As these tens of millions worth of materials would screw up tens of billions worth of downstream products.

Again photonics is the next generation architecture required to scale AI. It's not Quantum where it's just "In development".

It's literally here and the architecture of choice by $NVDA.

I would not be surprised if all of these are a lot higher in 3-4 years time.

People who think it's one and done in 3 months time "only because I mentioned it" don't know what they're talking about.

Institutions would have bought up the name eventually (like Point 72 on $IQE) and retail would only find out after their valuations are 600% higher.

Should really do the research before adding comments like these:

These are all forward growth companies that require in-depth supply chain knowledge.

中文对照：

关于$SIVE, $LPK, $LITE, $SIVE, $JBL等AI供应链瓶颈环节的分析观点。（原文为英文）

🗓️ Sun May 17

👍 1,986 🔁 53 👁️ 227,519

English:

I'm not sure why people look at 13F filings so deeply when all the hedge funds are super behind on names like $JBL, $LITE and others.

The most returns come from frontrunning institutions before they figure out the next $SNDK.

Not following them 3 months after they file.

中文对照：

关于$JBL, $LITE, $SNDK的投资观点。（原文为英文）

🗓️ Sun May 17 📷

👍 3,240 🔁 613 👁️ 2,933,191

English:

Donald Trump is apparently long Sushi.

I genuinely find it hilarious the President took a large % ownership of Kura Sushi ( $KRUS, ~$600m MC).

Among everything from $AVGO to $NVDA.

If Trump did buy $5M worth, the president would own close to ~.8% of one of my favorite US Sushi Chains.

Don't have any open positions... but I do love the idea of our President buying up Sushi restaurants.

中文对照：

特朗普竟然做多寿司股？我觉得总统大量买入Kura寿司实在太搞笑了。

📅 第3周：5月18日 — 5月24日（中文圈引爆·订阅超马斯克）

🗓️ Tue May 19

👍 2,785 🔁 335 👁️ 881,142

English:

中文对照：

（原文为英文，详见上方）

🗓️ Thu May 21 📷

👍 2,209 🔁 88 👁️ 405,743

English:

Did you listen anon?

中文对照：

听我的了吗？—— Serenity的经典口头禅

🗓️ Fri May 22

👍 1,826 🔁 62 👁️ 438,558

English:

Out of any market I’ve interacted with:

The Korean market is the most degen

中文对照：

关于韩国市场的观察。（原文为英文）

🗓️ Fri May 22

👍 2,233 🔁 53 👁️ 759,866

English:

Am I that popular?

I did get a lot of dm requests to manage their capital recently.

But only here to help out regular retail investors succeed on their own with ideas like $SIVE or $SOI.

I feel like anything else would be a bit of a distraction.

中文对照：

关于$SIVE, $SOI的投资观点。（原文为英文）

🗓️ Sat May 23 📷

👍 1,807 🔁 68 👁️ 493,635

English:

5 months ago. I gave a PT of $150 with $AXTI.

Over 10x that current values from a $500M MC.

It’s now a $9.2B MC and $140. $10 away.

New $SIVE longs are starting to realize what’s it’s like to be in AXT.

And that I’m pretty good at guessing intrinsic valuations of companies.

中文对照：

关于$AXTI, $SIVE的投资观点。（原文为英文）

🗓️ Sat May 23 📷

👍 3,903 🔁 59 👁️ 2,025,534

English:

2 Year Return: 22,561.99%

Pretty decent, right anon?

中文对照：

两年回报率：22,561.99%。还不错吧匿名网友？

🗓️ Sat May 23 📷

👍 1,824 🔁 135 👁️ 491,312

English:

Wow, NASDAQ just added $SIVE to its Stockholm index.

This is est. to be around ~$15-20M worth of passive inflow, with strict ETF-only being around ~$.5M.

We’re able to see a lot of institutional inflow into Sivers, as this is on top of the MSCI index inclusion EOM.

中文对照：

纳斯达克将$SIVE纳入斯德哥尔摩指数。预计带来约1500-2000万美元被动流入。

🗓️ Sat May 23

👍 2,315 🔁 44 👁️ 421,419

English:

I’m pretty international!

I’m in Japan right now so learning Japanese.

Lived in China for a tiny bit and I travel to Taiwan pretty often. So know some Chinese.

Used to play soccer in Mexico, so I know some Spanish.

I used to go to Korea just to play League of Legends in KR server with friends… so I mainly know all the swear words from all chat?

Idk if I count the UK as international anymore… was actually going to study AI at Edinburgh before I decided to do my own stuff.

Been to Singapore like 15 times. Canada way too many times… Maybe been to ~28+ countries or so?

I kinda have PTSD from Sweden from X, but maybe the people will be more welcoming if I show up in person…

I’m usually at Rosewood Menlo Park if anyone wants to say hi one day.

So maybe just living internationally makes me receptive to foreign equities?

中文对照：

关于日本市场或日本调研的观察。（原文为英文）

🗓️ Sat May 23 📷

👍 3,728 🔁 185 👁️ 736,677

English:

I don't post dollar amounts because they don't matter.

What matters is return %. Speaking of that...

YTD: 3840.39%.

I'm probably the only one in the world. Who called out multiple names that 10x'd in a short timeframe.

Do you remember these thesis anon?

$AXTI
$SIVE
$AAOI
$LITE
$IQE
$AEHR
$CRCL
$EWY
Unimicron
Nitto Boseki
$OSS
$GDRZF
$RPI
$SOI
$ALRIB
$SNDK
$SIMO
$VPG
$TSEM
$ARM
$MRVL
$INTC
$LPK
$NBIS
$MU

They're all up 100-1000%+, because...

I post a thesis.
People can see how the stock performs months later.
They turn out right (thesis validation) because they're up hundreds of percent + hold their returns.

I really dislike the traditional X influencer who shows large dollar amounts or fancy watches/cars/private jets.

Then use that to get more by selling expensive subscriptions rather than through market returns.

So trying to set a new trend off pure information discovery/synthesis from free thesis posts and the results that follow in terms of return percentages.

TLDR: Market returns in terms of percentages matter the most to validate a thesis.

Not the dollar amount made.

中文对照：

我不晒具体金额——金额不重要，重要的是回报率百分比。今年以来：3,840.39%。

🗓️ Sun May 24

👍 2,153 🔁 63 👁️ 457,298

English:

哪里的话，应该是我谢谢你们愿意花时间看我的内容！

最近涨了这么多中文粉丝，我真的特别开心。感觉这两天差不多就涨了快三万粉？

原来 X 上的中文圈比我想象的要大得多啊！感觉以后多跟大家互动、交流交流想法，肯定会特别有意思。

中文对照：

哪里的话，应该是我谢谢你们愿意花时间看我的内容！最近涨了这么多中文粉丝，我真的特别开心。

🗓️ Sun May 24 📷

👍 2,175 🔁 156 👁️ 638,468

English:

All right chat, crowdsourcing your #1 highest conviction (10x only) stock long for the Power Semi trade.

Especially given $NVDA pushing shift to 800 VDC.

Stuff like $NVTS or $WOLF, but high-beta, 10x potential only. Anywhere around the world.

What's your pick?

中文对照：

关于$NVDA, $NVTS, $WOLF的投资观点。（原文为英文）

🗓️ Sun May 24 📷

👍 2,281 🔁 274 👁️ 358,666

English:

AI capex spend is expected to go to "$3 to $4 trillion annually" by 2030 from $NVDA Jensen Huang projections.

You're not bullish enough.

And it might be a good idea to stay exposed + own the keys of the AI Kingdom:

-> $AXTI controls the materials buildout with photonics.
-> $SOI controls the AI buildout with silicon photonics.
-> $SIVE controls laser chokepoints for CPO.
-> $IQE controls Western epiwafer supply chains for photonics.

All these started off as tiny companies, yet the trillions of projected capex gradually upward to them.

There's many more in other industries as well.

-> AI Capex flows to Neoclouds like $NBIS.
-> AI Capex flows to memory like $MU and $SNDK.

And many of the "commodity" materials or "science projects" for the past 20 years now a sudden shift in exponential TAM expansion.

We're witnessing the next industrial revolution with Artificial Intelligence + Physical AI.

中文对照：

关于$NVDA, $AXTI, $SOI, $SIVE, $IQE等AI供应链瓶颈环节的分析观点。（原文为英文）

📅 第4周：5月25日 — 5月31日（全球媒体聚焦·50万粉）

🗓️ Mon May 25

👍 1,231 🔁 156 👁️ 271,391

English:

几个值得重点关注的“实质性垄断”标的:

MSSCORP (6830)：在检测和 CPO 良率把控上构筑了极深的专利护城河。
$SOI：主导绝缘体上硅 (SOI) 衬底市场。
NGK (5333)：稳拿薄膜铌酸锂 (TFLN) 晶圆核心技术。
$AXTI：把控磷化铟 (InP) 衬底等上游关键材料。

像讯芯 (Shunsin) 这类公司其实很难被轻易颠覆，毕竟背靠富士康，而富士康本身就深深扎根于众多核心供应链的腹地 🏭

$SIVE 的逻辑也极其相似。他们已经成功打入 (design in) 了众多顶尖 CPO 架构的设计体系，抱紧了 Ayar、Lightelligence (壁仞的供应商)、Lightmatter 以及 Celestial 等众行业领军者的大腿

相比之下，个人认为 $HIMX (奇景光电) 或 Foci (上诠) 未来面临被踢出局 (design out) 的风险最大，很有可能会被台积电的光学部门采钰 (Visera 6789) 这类巨头直接垂直整合。不过话说回来，在未来两三年内，借助 CPO 相关的光纤阵列 (FAU) 和无源器件，他们眼前依然有波巨大的赚钱机遇

中文对照：

关于$SOI, $AXTI, $SIVE, $HIMX的投资观点。（原文为英文）

🗓️ Mon May 25 📷

👍 1,051 🔁 83 👁️ 325,719

English:

$SIVE is the largest beneficiary of brand new events this weekend:

Sivers new NASDAQ index inclusion (OMX Stockholm):

Both Vanguard and Blackrock are new passive inflows.

With ~$60M+ pure buying pressure inflow, into existing float, together with MSCI next week.

US Gov and Sweden sign agreement for joint tech collaboration.

$SIVE is one of the few CHIPS act recipients, and especially in Sweden.

And if you don’t remember, they received another $6.6M CHIPS act award last week.

Making $SIVE heavily supported + critical to the US government.

TLDR: New passive institutional inflow from your largest US institutions like Blackrock/Vanguard.

Compounded with US government backing into $SIVE. Over the weekend.

Beneficial for fundamentals (revenue/TAM from Pentagon supply chains) and inflow from Blackrock/Vanguard/MSCI/NASDAQ.

Extremely bullish.

中文对照：

纳斯达克将$SIVE纳入斯德哥尔摩指数。预计带来约1500-2000万美元被动流入。

🗓️ Mon May 25 📷

👍 1,423 🔁 85 👁️ 241,892

English:

Did you listen anon?

$SIVE is extremely early.

And we’re about to see a ton of institutional inflow (Blackrock, Vanguard, MSCI, NASDAQ) next week for the first time.

Then, couple that with NASDAQ listing soon, with even more US institutions entering.

This is what it’s like to be in a name like $AXTI or $LITE at the very beginning.

And this is still at a point before major institutional capital hit the float or CPO supercycle has ramped.

中文对照：

听我的了吗？—— Serenity的经典口头禅

🗓️ Mon May 25 📷

👍 1,518 🔁 14 👁️ 237,959

English:

我现在订阅数已经有32.5K啦！

真的超级感谢大家！

照这个速度下去，我简直不敢相信自己快要超过马斯克，变成X上订阅人数第的大佬了？！

特别感谢中文圈小伙伴们最近的力挺。当然啦，也必须要感谢日韩圈的朋友们从开始就路支持我！

中文对照：

（原文为英文，详见上方）

🗓️ Mon May 25 📷

👍 1,342 🔁 24 👁️ 143,766

English:

I think I deserve my own Netflix special after $AXTI and $SIVE?

中文对照：

关于$AXTI, $SIVE的投资观点。（原文为英文）

🗓️ Mon May 25

👍 516 🔁 26 👁️ 85,855

English:

For people trying to do valuation analysis on $SIVE.

Ayar, Celestial, Lightmatter, Lightelligence are probably valued probably ~$4B-15B+ today.

Sivers is ~$2.6B MC and they're likely upstream laser for them all.

I'm not even including Poet, TFLN links like Hyperlight/Lightium, or pluggables like Jabil + other undisclosed players in valuation analysis.

Or their other segments like CHIPS Act contracts or Apple/Nokia relationships.

Or humanoid/physical AI segments with Aeva + others.

Retail aren't as familiar with private markets...

But these companies are all considered the frontier CPO players, and are growing valuations/scaling rapidly.

So, I'd expect $SIVE to command similar if not higher valuations given laser chokepoint premiums. Especially after they pull off M&A to TAM expand revenue.

New Blackrock/Vanguard/MSCI/NASDAQ inflow next month helps close that gap over time.

But NASDAQ listing is probably what gives Sivers a premium.

中文对照：

关于$SIVE, $SIVE等AI供应链瓶颈环节的分析观点。（原文为英文）

🗓️ Wed May 27

👍 1,497 🔁 31 👁️ 44,064

English:

Just a fun observation: the only people you see complaining about free research.

Typically have massive paywalls.

And get upset others are disrupting their business models.

I get tons of institutional/hedge fund offers.

But instead of doing things for institutions only or through heavily paywalled subscriptions.

I just publish my ideas to retail investors for free.

I think it’s about time retail has a level playing field?

中文对照：

关于散户与机构投资者行为差异的观察。（原文为英文）

🗓️ Fri May 29 📷

👍 513 🔁 36 👁️ 26,193

English:

Only thing to look at with $SIVE earnings is forward growth.

Nobody cares about pre-development contract earnings from 2025 or last quarter, especially for qualification cycle optical players.

Having 77% growth of opportunity pipelines (revenue volume ramp projections), to

中文对照：

关于$SIVE的投资观点。（原文为英文）

🗓️ Sat May 30 📷

👍 902 🔁 36 👁️ 121,367

English:

$IBM Starling was est. 2029 (cool name btw).

Very interesting Foxconn is flagging quantum commercialization in 2030 from their conference. 2027 prototyping.

Just some helpful timelines for the $QBTS $RGTI $IONQ bros out there

Quantum is something I’m not as familiar with, but just in investing standpoints since it’s popular, maybe h2 2028, h1 2029 is a good time for quantum frontrunning unless there’s some random breakthrough?

Whatever is happening now looks way too early. Typically not a good idea to serve as the dilution in the prototyping phases.

But just sharing interesting notes I came across in terms of 2030 timelines for quantum computing commercialization timeline ests.

中文对照：

关于$IBM, $QBTS, $RGTI, $IONQ的投资观点。（原文为英文）

🗓️ Sat May 30 📷

👍 646 🔁 31 👁️ 60,575

English:

Hot take: Given $MSFT laptops/PCs are now likely using $NVDA hardware.

They might have a shot of taking down $AAPL.

Only if Windows OS UI weren’t a flaming pile of garbage compared to how clean Apple OS is.

You would think a $3T company would know better UI design by now?

中文对照：

关于$MSFT, $NVDA, $AAPL的投资观点。（原文为英文）

🗓️ Sun May 31

👍 642 🔁 28 👁️ 54,810

English:

I wonder if my chokepoint investment theory…

With $AXTI to $SOI to $SIVE will be studied in future history books?

Regardless, I think everyone here is a part of making history.

Given Reuters to Institutions to Countries are reacting to supply chain game theory with Serenity.

中文对照：

关于$AXTI, $SOI, $SIVE等AI供应链瓶颈环节的分析观点。（原文为英文）

🗓️ Sun May 31 📷

👍 835 🔁 54 👁️ 104,819

English:

Okay chat, it’s been awhile since the previous one.

And a ton of names from $VPG to $ASPI cooked.

So crowdsourcing a new list:

What’s your highest conviction ticker that you think can 10x in a short timeframe, and why?

中文对照：

关于$VPG, $ASPI的投资观点。（原文为英文）

📅 第5周：6月1日 — 6月7日（Computex·绿的谐波·X平台第一）

🗓️ Tue Jun 02 📷

👍 1,074 🔁 98 👁️ 105,180

English:

DID YOU LISTEN ANON?

Reuters: New Sivers x GFS strategic collaboration.

$SIVE has now announced its lasers will be integrated into reference designs built on Globalfoundries Silicon Photonics Platform.

For pluggable optical transcivers, CPO, and SiPH.

This is fundamentally

中文对照：

听我的了吗？—— Serenity的经典口头禅

🗓️ Tue Jun 02 📷

👍 816 🔁 55 👁️ 61,932

English:

$LITE rode the first optical wave from $3B to $75B in 2 years time with EML and pluggables.

My thesis is $SIVE can do the same from $3B, with CPO/Pluggables and CW.

Sivers + GFS SiPH reference laser news, alongside the +54% increase today.

Is just one step of the way.

中文对照：

关于$LITE, $SIVE的投资观点。（原文为英文）

🗓️ Wed Jun 03 📷

👍 1,902 🔁 153 👁️ 438,710

English:

GUESS WHAT ANON?

After today’s new news with Ayar joining Nvidia NVLink fusion.

$SIVE is now the laser source for likely:

The entire Nvidia’s NVLink CPO listed supply chain ecosystem partners.

From Marvell Celestial, Lightmatter, and now Ayar today (the three listed in NVLink

中文对照：

今天Ayar Labs加入NVIDIA NVLink融合生态后，$SIVE现在成了整个光互联的激光光源供应商！

🗓️ Wed Jun 03 📷

👍 1,551 🔁 103 👁️ 373,954

English:

Fun to see my highest conviction Neocloud pick in $NBIS age well.

I wrote a thesis last year on the Neocloud sector becoming a major theme.

And then picked the King.

-> Nebius is #1 out of the entire sector from $IREN to $CRWV.

$84 -> $260.

Thesis validated by markets.

中文对照：

关于$NBIS, $IREN, $CRWV的投资观点。（原文为英文）

🗓️ Wed Jun 03 📷

👍 1,880 🔁 40 👁️ 210,828

English:

Wow, only 1K more subscribers until I overtake Elon Musk!

Right now I’m at 46K. Elon is at 47K.

Then I’ll hold the crown of the #1 most subscribed to person on the entire X platform?

What a fun timeline.

中文对照：

只差1000个订阅者就能超过马斯克了！我马上就是X平台订阅量第一了！

🗓️ Wed Jun 03

👍 1,113 🔁 84 👁️ 252,526

English:

The difference between NASDAQ and EU listing:

$POET: $2.4B MC
-> Packages Sivers lasers
-> One $50m pre-production contract for warrants

> $XFAB: $1.7B MC
->SiC/GaN/MEMS/Silicon Photonics Foundry backed with EU CHIPS ACT, US CHIPS ACT PMT
-> Below replacement P/B value
->

中文对照：

关于$POET, $XFAB的投资观点。（原文为英文）

🗓️ Wed Jun 03 📷

👍 1,064 🔁 83 👁️ 147,535

English:

EU CHIPS Act 2.0 proposal is now released.

Great news: Photonics is now confirmed to be the new structural addition to EU policy.

This is thematically bullish for the EU photonics sector.

Thematically:

"This new component of the Chips for Europe Initiative supports the

中文对照：

欧盟芯片法案2.0提案已发布。光子学被正式确认为战略领域。

🗓️ Fri Jun 05 📷

👍 766 🔁 82 👁️ 96,209

English:

专门写给我的中文读者：

绿的谐波（LeaderDrive，688017，577.3亿人民币）是我在布局人形机器人赛道时最青睐的中国上市标的。

他们的业务涵盖：

谐波减速器（据称占有超过60%的国内市场份额，以及1800多家全球客户）

人形机器人旋转关节减速器

直线执行器

电机/关节，以及许多其他核心零部件。

中文对照：

专门写给我的中文读者：绿的谐波（LeaderDrive，688017）是我在布局人形机器人赛道时最青睐的中国上市标的。

🗓️ Fri Jun 05 📷

👍 1,065 🔁 52 👁️ 125,323

English:

Apparently my Chinese name is “白毛股神”

Which translates to “White Hair Stock God” in English.

I’ll gladly accept it.

中文对照：

显然我的中文名字是"白毛股神"，翻译成英文是White Hair Stock God，我很乐意接受这个称呼。

🗓️ Sat Jun 06 📷

👍 399 🔁 8 👁️ 80,330

English:

Apparently I’m all over Chinese news now?

I just published some research on LeaderDrive (688017) and their role in humanoid supply chains.

Looks like China’s robotics stock sector went up and 688017 hit 20% limit up?

I appreciate they called me “Overseas God”.

中文对照：

绿的谐波（688017）是中国在人形机器人领域的标杆零部件龙头。

🗓️ Sun Jun 07

👍 1,238 🔁 87 👁️ 337,999

English:

Sure, #1 thing is toxic financing structure/float dynamics.

Best example is current Neoclouds landscape:

$IREN is basically trash, since they have $6,000,000,000 ATMs and virtually infinite dilution, likely selling into every rally (structural overhang)
While $NBIS is now YTD 153%+, from optimal structures (eg. $NVDA direct funding, mix of convertibles, etc.).
On the other hand, $CRWV has endless debt interest given they took out high interest rate loans to finance GPUs.

It's extremely nuanced, but you need to take a look at the float dynamics.

If they're legitimately a good company, then it might be a good idea to go long after all the existing holders get diluted to oblivion.

But if you care about your equity appreciation, it's a good idea to stay far away from toxic financing structures or toxic overhang (eg. debt interest, that eats away at a company FCF long term)

With smaller companies, they have this all the time, like
$SLNH, where there's new $500m ATMs on a $250m MC.

Or like $BKKT where there's endless dilution to fund executive pay.

With these companies you're basically transferring your money over to the company while influencers talk about them. So those are red flags.

With many software names like $SNAP, they mask stock-based compensation with profitability. So while the company optically looks profitable, you'll likely see the value of your equity decrease due to dilution.

There's endless types of these share structures you need to look when screening ideas.

中文对照：

关于股权稀释的分析观点——并非所有稀释都是坏事。（原文为英文）

🗓️ Sun Jun 07 📷

👍 1,817 🔁 172 👁️ 766,940

English:

Oh look… $NVDA CEO warned memory shortage is expected to persist for many years, due to massive scaling demand of AI infrastructure.

With further announcements tomorrow.

$MU and $EWY (Samsung/SK Hynix) operating profit projections aren’t looking too crazy anymore?

中文对照：

关于$NVDA, $MU, $EWY的投资观点。（原文为英文）

🗓️ Sun Jun 07 📷

👍 1,009 🔁 85 👁️ 305,153

English:

On top: $NVDA CEO also called out Silicon Photonics (optical networking) with memory.

Stating that Nvidia would require “supply volumes beyond imagination”.

What a bullish read through on the SiPH supply chain from $SIVE (now upstream Nvidia ecosystem) to $SOI

中文对照：

关于$NVDA, $SIVE, $SOI的投资观点。（原文为英文）

🗓️ Sun Jun 07 📷

👍 1,480 🔁 30 👁️ 255,328

English:

哇？我的粉丝数竟然突破70万了……而且在过去的短短3天里，我又额外收获了5000名订阅者。

真的非常感谢大家。

尤其要特别感谢最近给予我巨大支持的中文社区！

中文对照：

哇？粉丝数竟然突破70万了……短短3天又增加了5000名订阅者。尤其要特别感谢中文社区！

📅 第6周：6月8日 — 6月9日（最新动态）

🗓️ Mon Jun 08 📷

👍 234 🔁 16 👁️ 71,741

English:

I appreciate the objective coverage from 中国证券报 (China Securities Journal) on my LeaderDrive (688017) analysis!

On the article:

“A single tweet ignites the leading robotics stock, who exactly is the "White-Haired God of Stocks" Serenity?”

Supply chains are global, and my

中文对照：

绿的谐波（688017）是中国在人形机器人领域的标杆零部件龙头。

🗓️ Mon Jun 08 📷

👍 703 🔁 48 👁️ 355,966

English:

I do think LeaderDrive (688017) is China's standout component leader in the robotics sector.

I've done a lot of research on other robotics picks / $TSLA Optimus suppliers, but LeaderDrive is extremely unique.

Compared to others doing lower margin assembly, or lower value components, with higher design out risk.

Western institutions like Goldman Sachs Research flags LeaderDrive many times:

-> As a company with high technology barriers (eg. harmonic reduction gear).

-> and likely capturing high component value costs like planetary roller screws of each humanoid produced.

In simpler terms with LeaderDrive, you cover:

Many different components, with high barrier to entry
High BOM of each humanoid made, if you combine them together
Mass production capability at low cost.

For each humanoid made.

Please do your research on this topic before making your own decision; but long-term if you believe in humanoid sector growth: I think LeaderDrive (688017) is very compelling.

Risk is mainly coming from other emerging Chinese companies taking over market share of different individual components.

As well as mass-production margins decreasing over time; as seen with $VPG going from $750 (for early stage pre-production) -> $150 for sensors.

But in general, I don't believe companies outside China like Harmonic Drive (6324) can achieve the same costs for mass production, which is why $TSLA Optimus is creating extensive supply chains from China.

So we'll likely see supply chains be bifurcated with cheap mass production $15k-20K humanoids from Chinese supply chains. And higher cost humanoids from Western supply chains.

Again if you look at current P/E ratios and say it's high; a lot of it is misunderstanding comes from not looking at forward growth:

Nothing has been mass produced yet. AGIbot has recently achieved 10k units produced back in March.

But in the next 3-5 years, the TAM of the humanoid/robotics sector forecasted by Elon Musk and others very large, if he's expecting millions of humanoids to be produced a year.

So my expectation is the current $10.65B MC would look very tiny in hindsight of LeaderDrive's market capture of the overall robotics market.

So I don't believe thesis like this should be measured in short term timeframes (or that people should actively trade names like these).

Moreso a long term investment idea about how this company could capture a material part of the overall humanoid market that exponentially grows over the next few years.

中文对照：

绿的谐波（688017）是中国在人形机器人领域的标杆零部件龙头。

🗓️ Mon Jun 08

👍 837 🔁 110 👁️ 741,879

English:

Okay chat, here's your compiled list chat of your favorite 800V DC related ideas.

$IFNNY - $115.8B
$ON - $46.2B
Lite-On (2301) - $16.03B
6504.T - $14.1B
$VICR - $12.8B
$LFUS - $11.57B
- $8.34B
$VSH - $7.86B
$ENPH - $7.36B
$NVTS - $5.77B
$POWI - $4.30B
$BDC - $4.18B
$EOSE - $3.86B
$SEDG - $3.82B
$AEHR - $3.1B
6890.T - $2.66B
$WOLF - $2.16B
$CWR.L - $1.75B
$AMSC - $1.68B
- $1.68B
$XFAB - $1.54B
$AOSL - $1.25B
$HYLN - $1.23B
$FCEL - $835M
$IQE.L - $780M
$ASYS - $276M
$RELL - $239M
6844.T - $222M
4973.T - $207M
$PAY.BR - $189M
6616.T - $186M
6882.T - $124M
$IPWR - $96m

Also included some adjacent ones you all mentioned like $FCEL or $EOSE anyway, tho idk it's great exposure. Ignored the clearer irrelevant stuff like $POET that people mentioned tho.

There's like 500 comments, but I guess X limits everything I can see.

We'll see how your highest conviction ideas do.

中文对照：

（原文为英文，详见上方）

🗓️ Mon Jun 08 📷

👍 485 🔁 14 👁️ 343,367

English:

????

大家都知道这只是个众包名单吧？

300376怎么涨了20%啊哈哈

中文对照：

（原文为英文，详见上方）

🗓️ Mon Jun 08 📷

👍 770 🔁 46 👁️ 199,110

English:

Surprised $SIVE is only up 3.36% off the news JP Morgan (institutional) bought 5%+ ownership of Sivers.

Just in the last month alone.

First major signal of major institutional buying of the float for Sivers.

中文对照：

关于$SIVE的投资观点。（原文为英文）

📌 关于白毛股神

项目	内容
X账号	@aleabitoreddit
粉丝数	777,763
投资策略	AI供应链瓶颈理论（Bottleneck/Chokepoint Theory）
核心持仓	$SIVE、$AAOI、$NBIS、$TSEM、$AXTI、FOCI(3363)等
专注领域	CPO硅光子、人形机器人、先进封装、AI半导体上游
X平台订阅	超越Elon Musk，排名第一

免责声明：本专栏仅为信息整理与翻译，不构成任何投资建议。Serenity本人反复强调：她的推文只是分享想法，不是投资建议，每个人应该自己做研究（DYOR）。

最后更新：2026年6月9日 | 数据来源：GitHub yan-labs/serenity-aleabitoreddit 推文存档