Why is Serenity so popular? I think it’s not because she chases trends, but because she has a complete, transparent, and verifiable research methodology. @aleabitoreddit has been following AI, semiconductors, and supply chains for a long time. She doesn’t focus on the most hyped companies but specializes in identifying critical bottlenecks in the industry chain that are often overlooked. If AI is like a wildly popular strawberry cake, most people would only study the flour and eggs, but she would keep tracing upstream: Who produces the strawberry jam? Where do the raw materials come from? Who holds the pricing power? Which part of the chain might face shortages? While the market is still looking at the cake, she’s already researching the strawberry jam factory. The first time I bought U.S. stocks through Binance, I chose Micron (MU), and I referenced her research logic. She believes AI is breaking the traditional memory cycle. GPUs are like the brain, while HBM acts like the pre-prepared data on the table, responsible for fast storage and data transmission. The larger the AI model, the stronger the demand for HBM. Micron shouldn’t be valued solely as a traditional cyclical stock anymore. What truly fascinates me isn’t how much a particular stock has risen, but her step-by-step deductions on supply and demand, pricing, gross margins, production capacity, and policy signals. Don’t just listen to stories—use data to verify them. This might be the most valuable thing to learn from Serenity.