Written by: Trader Bazinga

Officials from both the United States and Iran have said they are about to sign a memorandum of understanding, with the core content being an extension of the ceasefire period by 30-60 days to prepare for the next round of negotiations. However, the more dramatic part is that over the weekend, Xiangzi (Mr. Trump) first canceled his eldest son's wedding, leading people to feel the situation is quite tense, with WTI oil prices rising from 96 to 98. Later, news of reconciliation was released, and oil prices fell to 90. After that, Xiangzi might have thought he needed to find a way to reimburse his son's wedding expenses from the market, and he posted that he was not in a hurry to sign the agreement, causing oil prices to rise again from 90 to 94. I mean, your son has gotten married how many times now? Whether you attend or not doesn’t really matter, you can always go next time.

The key point is that this method of drawing K-lines is truly advanced; just throwing out some news can cause such massive fluctuations in such a large market for crude oil. In fact, there really isn’t much worth focusing on geopolitically anymore, because from April 1 to now, it has basically been like a soap opera plot; has the rise of the U.S. stock market ever stopped? As investors, you can afford not to focus on these things. I am not writing this to share life experiences or to give you passwords; I am just trying to give my brothers some bragging rights at the drinking table. Recently, a stock trader named Serenity has become popular on X. His signature reads, “Former member of the RISC-V Foundation, AI research scientist; currently focused on trading bottlenecks that no one notices.”

The earnings screenshot he shared recently shows: from 2026 to now (5 and a half months): +3,152.77%. As a former WallStreetBets internet celebrity, the stocks he has picked recently are indeed impressive. A few years ago, he promoted AXTI on the WSB forum; at that time, it had a market value just over 200 million and was mainly focused on indium phosphide substrates, with a stock price of 12 dollars. The WSB moderators complained he was manipulating the trend and directly banned him. Later, AXTI rose to 70 dollars. Serenity recently reviewed this trade and said it is the most legendary one he has executed to date, with a 1,000% unrealized profit from a single stock. On February 16, he promoted RPI on X, a small stock named Raspberry Pi in the London Stock Exchange’s FTSE 250 index, which surged by 27% in the first hour of trading. It accumulated nearly 90% in two days, and maintained over 50% growth within a week. At the end of March, Raspberry Pi announced its annual financial report, with revenue growth of 58%. Serenity's forecast two months ago was 55%. At that time, the consensus from sell-side analysts compiled by Bloomberg was only 14%. On the day the financial report was released, RPI’s stock price soared by 44.76% in a single day, followed by another increase of 27.43% the next day.

Recently, he has been promoting SIVE. Sivers Semiconductors, listed in Stockholm, Sweden, manufactures continuous wave laser diodes for CPO external light sources, the core component for the next generation 1.6T co-packaged optics. After he established his position publicly, it soared by 73.78% in a single day, with market value jumping from 130 million to 230 million dollars. On April 15, 2026, Jabil announced a partnership with SIVE to develop a 1.6T LRO optical module, boasting a 2.5 times efficiency advantage. A month later, on May 19, 6.6 million dollars in funding from the CHIPS Act Year 2 was confirmed to be received.

The third is Soitec. A French semiconductor company, a near-monopoly player in the CPO SOI substrate market, even Japan’s Shin-Etsu has to obtain licenses from it. He clearly expressed a change of view in a tweet this March, establishing a position near 43 euros, referring to it as an "invisible monopoly worth holding long-term." On the same day, Soitec’s stock price soared by 16%. There’s also a series of Taiwanese stocks. FOCI (3363, micro-lens and optical fiber arrays), Wei Mao (3105, gallium arsenide foundry), TSEM (Tower Semiconductor). These stocks have been discussed in the local retail investor circles in Taiwan for quite some time, but in the English-speaking world, he may be the first to systematically link them with the CPO narrative.

In terms of performance, he reported a 630% return in the year before joining X, and at one point this year, the year-to-date return exceeded 500%, though it has recently pulled back a bit. Of course, these figures are not audited and can only be considered as references. But one thing has been verified: Reuters and Bloomberg directly quoted his online username in their reports. 150,000 fans across three continents translate his posts, and hedge funds copy his trades. This guy is completely anonymous, with no photos, real name, or institutional background that can be checked. "Refusing a $6 stock price offer from Nvidia's AI team," "Nature paper," "RISC-V Foundation member," are all self-reported.

Performance reports are self-reported, unaudited, with no third-party verification. The portfolio is highly concentrated, with most of the targets being small and mid-cap, non-consensus stocks that have poor liquidity. Retail investors can easily enter the market at the wrong time by following him.

There’s a saying, even the consensus of fools is still a consensus.

Pay more attention; there may be some good trading opportunities, or perhaps a chance to return to the factory and turn screws again.

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