Author: Think AI, Evan
Following the surge in harmonics when green orders were placed on Friday, the female stock goddess started to feel restless again just after the market opened today. The latest news is that the "white-haired stock god" Serenity released a list of its optimistic "800V DC" concept stocks on social media, including two A-share companies. A shares 300376.SZ (Easy Special) rose by 20% after Serenity placed an order, triggering the daily limit.
Easystar (300376.SZ) is mainly engaged in digital energy businesses such as UPS power supplies, data center equipment, energy storage, and charging piles. It is in line with the AI computing power infrastructure track. As of the close, Easystar's stock price was 5.94 yuan, with a total market value of approximately 13.83 billion yuan. Serenity's orders have shifted from the "screw" links of AI chips, such as optical modules, packaging, etc., to the migration of lower-level power infrastructure.
Posted at 14:22, it started to rise at 14:24, 20% daily limit at 14:39, 2 minutes of response time, 15 minutes of entry time, with such ability to place orders, who is she who has gained 4502% of the US stock market?
Refused to join NVIDIA because stock trading is more profitable
Serenity is active on the X platform. It claims to be an AI research scientist and a member of the RISC-V Foundation. It holds a number of semiconductor-related patents and has published papers in Nature.
In 2018, when Nvidia’s stock price was about $6, he was invited to lead the AI team but chose to refuse, saying that he believed that stock trading would be more profitable.
He was a well-known trader on Reddit WSB in his early years. He was banned from the platform for analyzing and placing orders for $AXTI. The stock rose more than 700% during the year and became his classic trading case. He has rich experience and has traveled to more than 28 countries. He briefly lived in China, Mexico and other places, and also plans to study AI in Edinburgh, UK. Related majors, she finally chose to develop independently. She currently lives in Japan and is active in the Silicon Valley Bay Area. A little more than a month ago, she only had 50,000 followers. Now she has 700,000 followers, and has surpassed Musk to become the account with the most paid subscriptions.
Even if you go to Xiaohongshu with his theories and speeches, you can quickly get someone to handle it - sell Serenit subscription content to make money, and package public tweets and community open source distillation skills as products for sale on Xiaohongshu, priced at 99-149RMB. According to estimates from the number of people who have joined the group, she has made a profit of 10,000 US dollars. She is so popular, what is her past performance?
The insights behind high returns
$AXTI: Serenity’s sealed work, it laid out the low point 2 years in advance, and the profit of a single stock exceeded 1000%
$RPI: Accurately predicted Raspberry Pi's full-year revenue two months in advance. The market consensus at the time was 14%. His prediction was 55%, and the actual value was 58%. After the announcement, the stock price rose nearly 45% in a single day. $SIVE: Serenity's favorite target, he placed orders before the stock price took off in March, and the return rate has been 20 times so far;
It is rumored in the community that he bought about 1% of the company's shares when the market value was 150M, and the current discount can exceed 20 million US dollars. The 25 stocks with public positions have increased by 100%-1000%. Serenity's "Perilla Leaf Theory" believes:
The market is staring at the tuna on the table (Nvidia, Tesla), but the real opportunities for huge profits are often hidden in the inconspicuous perilla leaves next to it.
Tuna is the protagonist, and perilla leaves are the core links in the supply chain that are small in size, receive little attention, but are irreplaceable.
For example, when most people bought Nvidia, they planned for the optical communication materials company AXTI in advance; now when they are optimistic about humanoid robots, they are not concerned about the robot brand, but Green Harmonic, which makes reducers
The doubts behind the single character design
If there are myths, of course there are doubts
Someone discovered that the income level of X creator she announced was actually closer to the data of creators in Chinese-speaking regions
According to the current market conditions, the advertising revenue of Chinese-speaking users in mainland China, Hong Kong, Singapore and other countries is usually only about US$40 per million impressions, which is far lower than that of English-speaking markets such as the United States and the United Kingdom
Coupled with the fact that she expresses Chinese very naturally and often researches and recommends Chinese stocks, many people began to speculate that she is most likely of Chinese background, or even Chinese
What’s even more interesting is that someone made a bold conjecture:
The way she really makes money is to use her influence to influence the prices of small-cap stocks. The specific logic is very simple:
First, plan small-cap stocks in Europe or other unpopular markets in advance, and then publish a free in-depth research report
When a large number of fans follow up and buy, small-cap stocks have poor liquidity and the stock price can easily be pushed up. Compared with subscription income, the floating profit from this part of the position may be more substantial
The most typical case is X-FAB. After it released relevant analysis, the stock price once soared by more than 70% in a single day, triggering heated discussions in the market.
Of course, these are just outside speculations at present, and there is no direct evidence to prove that there is market manipulation
Supporters believe that she is just doing research and sharing; skeptics believe that showing the number of subscribers so frequently and continuing to amplify her personal influence is worthy of attention in itself
No matter what the truth is, this model of "research reports + social media influence + small market capitalization stocks" is becoming a new KOL phenomenon on the X platform
