Author: Think AI, Evan

After the harmonic surge on Friday, this female stock god couldn't sit still any longer. The latest news is that "White-haired Stock God" Serenity has published her list of favorite "800V DC" concept stocks on social media, including two A-share companies A-share 300376.SZ (Yisit) which saw a 20% increase and hit the daily limit after Serenity's call.

Yisit (300376.SZ) focuses on UPS power supply, data center equipment, energy storage, charging piles, and other digital energy businesses, aligning with the AI computing infrastructure track. By the close, Yisit's stock price was 5.94 yuan, with a total market value of approximately 13.83 billion yuan. Serenity's calls have shifted from the AI chip's "screw" component, such as optical modules, packaging, etc., to a deeper layer of power infrastructure migration.

At 14:22, the post was made; by 14:24, it started to rise, and at 14:39, it hit a 20% limit after just 2 minutes of reaction time and a 15-minute entry time. With this call ability, who exactly is she with a U.S. stock return of 4502%?

Refused to Join Nvidia, Claims Stock Trading is More Profitable

Serenity is active on Platform X, claiming to have been an AI research scientist and a member of the RISC-V Foundation, holding multiple patents related to semiconductors and even publishing papers in "Nature."

In 2018, when Nvidia's stock price was around $6, she was invited to lead the AI team but chose to refuse, stating that she believed stock trading would yield higher returns.

In her early years, she was a well-known trader on Reddit's WSB and was banned from the platform for analyzing and calling $AXTI, which later surged over 700% within the year, becoming a classic trading case. She has extensive experience, having traveled to over 28 countries, briefly living in places like China and Mexico. She even planned to go to Edinburgh, UK, to study AI, but ultimately chose to develop independently. Currently, she lives in Japan and has steadily gained a following from just 50,000 fans a month ago to now 700,000, surpassing Musk to become the account with the most paid subscriptions.

Even if you take her theories and statements to Xiaohongshu, you can quickly build a following. Some people specialize in transferring and selling Serenity's subscription content for profit, packaging publicly available tweets and community open-source distilled skills as products sold on Xiaohongshu, priced at 99-149 RMB. Based on the number of group members, they have already made a profit of ten thousand dollars. Given such popularity, what is her historical performance like?

Insights Behind High Returns

$AXTI: Serenity's banned stock, strategically positioned two years before the low, with profits exceeding 1000% on a single stock.

$RPI: Predicted Raspberry Pi's annual revenue accurately two months in advance; the market consensus at the time was 14%, while her prediction was 55%, with the actual figure being 58%. After the announcement, the stock price surged nearly 45% in a single day. $SIVE: Serenity's favorite target; she called it before the stock price took off in March, and it has since yielded a 20-fold return.

Community rumors suggest she bought about 1% of the company’s shares when the market capitalization was 150M, now worth over $20 million if cashed out. 25 publicly established stocks have seen an increase of 100%-1000%. Serenity's "Shiso Leaf Theory" posits:

Everyone is watching the tuna on the table (Nvidia, Tesla), but the truly lucrative opportunities often lie hidden in the inconspicuous shiso leaves nearby.

The tuna is the main character, while the shiso leaves represent those small, lesser-known, yet irreplaceable core segments in the supply chain.

For example, while most people were buying Nvidia, she was buying the optical communication materials company AXTI early on; now, when looking at humanoid robots, her focus isn't on the robot brands but rather on the producer of reducers, Green Harmonic.

Questions Behind the Caller Persona

With myths, there are of course doubts.

Some have noticed that the income level she publishes for X creators is actually more aligned with that of creators in Chinese-speaking regions.

According to current market conditions, the ad revenue for Chinese-speaking users in Mainland China, Hong Kong, Singapore, etc., is typically only about $40 per million impressions, far lower than in the U.S., U.K., and other English-speaking markets.

Moreover, her Chinese expression is very natural, and she often researches and recommends Chinese stocks, leading many to speculate that she is likely of Chinese descent, or even possibly Chinese.

Interestingly, someone proposed a bold hypothesis:

Her real money-making method utilizes her influence to affect small-cap stock prices, and the logic is quite simple:

First, she invests in small-cap stocks in Europe or other less popular markets, then publishes free in-depth research reports.

Once a large number of followers buy in, small-cap stocks with low liquidity can easily be pushed higher. Compared to subscription income, these holdings can yield even more substantial gains.

The most typical case is X-FAB. After her related analysis was published, the stock price surged over 70% in one day, sparking a market discussion.

Of course, these are currently just external speculations without any direct evidence proving market manipulation.

Supporters believe she is merely sharing research; skeptics argue that her frequent display of subscriber numbers and sustained amplification of personal influence are worth noticing.

Regardless of the truth, this model of "research report + social media influence + small-cap stocks" is becoming a new KOL phenomenon on Platform X.

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