serenity

Serenity posted that it remains bullish on the storage sector represented by Micron (MU) and Samsung, believing that the market often rotates between different supply bottlenecks. This week, stocks in the photonics sector, such as AXTI and LITE, have once again become the focus; compared to the decline in July, the main change is the stock price, followed by scattered narratives and business updates.He pointed out that the market was already aware during the July decline that COHR and LITE's laser products would be sold out for the next two years, and it had also learned about the demand imbalance from AAOI's last quarter earnings call. Aside from the changes in stock prices after liquidation, the fundamentals of the photonics sector have not deteriorated; the bottlenecks in optical transceivers and indium phosphide substrates remain unchanged and may even worsen.In terms of storage, Serenity stated that retail investors are showing signs of capitulation, but the same group had previously signed 16 SCAs with MU and had extremely bullish forecasts. He believes that the current operating profit to market value ratio of the storage business is "extremely unreasonable," and that next year's demand imbalance may be even more severe; the only thing that has changed for the same company is the valuation and narrative, while the market rotates between different sectors.

Serenity posted on platform X that JPMorgan disclosed buying over 5.25% of SIVE shares, which has market significance far beyond public expectations. For U.S. institutions, $135 million is just a small amount; they are fully capable of using funds to acquire 25% of the shares; the main limitation is the number of shares available for retail investors. However, JPMorgan's buying signal will attract other large institutions to follow suit, creating a chain reaction.Due to SIVE's circulating shares being heavily shorted by Swedish hedge funds and various algorithmic funds, large U.S. institutions are beginning to build positions, which will trigger market short-covering behavior. Serenity added that this also validates its strategy: first providing investment ideas to retail investors, then letting institutions follow, thereby capturing the next round of CPO supercycle opportunities.

"New Stock God" Serenity stated that JP Morgan has purchased over 5% of Sivers' shares in the past month. Under the influence of this news, SIVE is currently up only 3.36%. In just the past month, Sivers' circulating shares have shown a major signal of large institutional buying for the first time.

"New Stock God" Serenity released its list of 800V DC industry chain targets on platform X, which includes Easthope (300376).The list also covers several power semiconductor and power electronics companies such as Infineon (IFNNY), onsemi (ON), Vicor (VICR), Navitas (NVTS), and Wolfspeed (WOLF). Serenity stated that the list integrates community discussions and personal research findings, and will continue to monitor the performance of the relevant targets under the trend of the 800V DC industry.

According to market information, "New Stock God" Serenity went public last Friday with a bullish harmonic pattern, rising 20% and triggering the price limit. Today, the stock price continued to rise, increasing over 10% during the trading session, setting a new historical high, currently reported at 444 RMB.

"New Stock God" Serenity posted again on platform X, stating: "If we comprehensively consider the cost of components, existing customers, and the scale of the robotics market, the stock price of LeaderDrive is severely undervalued in the coming years. However, I cannot control short-term fluctuations, especially considering the macroeconomic environment."

"New Stock God" Serenity posted on platform X that his account has accumulated 107,894,491 exposures, with related creator earnings of approximately $4,649. He stated that all income will be used for stray dog rescue, and there will be larger-scale donations in the future. According to current calculations, it costs about $600 to rescue one dog, so the scale of rescue will grow in proportion to the increase in his follower count.Serenity expressed that he prefers to profit through the investment market rather than deriving income from his fan base, and therefore has never felt the need to set up a high paywall or run paid advertisements. He added that even without a creator earnings program, he would continue to share investment insights.

"BTC OG insider whale" agent Garrett Jin questioned the bullish stance on Green Harmonics publicly expressed by the so-called "new stock god" Serenity today, and questioned the true motives behind their public bullish calls. He stated that releasing bullish signals to the market only after the relevant assets have experienced significant increases could put followers in a position of entering at high levels and facing the risk of subsequent pullbacks.Today's report indicated that, influenced by the calls from "new stock god" Serenity, Green Harmonics surged 20%, triggering a trading halt.

Green's harmonic stock briefly rose over 12% during trading, reaching a maximum of 377.15 yuan, with a maximum increase of over 15%, currently reported at 368 yuan.Previously, "New Stock God" Serenity posted on platform X, stating that Green's harmonic has a strong competitive advantage in the humanoid robot industry chain, holding over 60% of the domestic harmonic reducer market share, and called it one of its most favored investment targets in the humanoid robot sector.

The "New Stock God" Serenity published an analysis stating that as Co-Packaged Optics (CPO) technology is expected to enter large-scale deployment in the second half of 2027, Sivers Semiconductors (SIVE) may play both a bottleneck and a key node role in the industry.It pointed out that there are signs of tight supply for Continuous Wave (CW) lasers. Affected by previous orders from NVIDIA, the capacities of companies such as Sumitomo Electric, Furukawa Electric, and Win Semi are highly saturated. Meanwhile, Sivers, which adopts a fab-lite model, has effectively secured a significant amount of CW laser supply by locking in capacity with foundries like Win Semi in advance.The analysis believes that multiple CPO routes, including ASIC projects from Ayar Labs, Jabil, Marvell Celestial, and other large-scale cloud providers, are highly dependent on Sivers' laser solutions, lacking mature alternative sources in the short term, which positions it as a structural "bottleneck" in the entire ecosystem.Additionally, Sivers is the default reference laser design solution for GlobalFoundries, with relevant ecosystem participants including AMD and several CPO chip suppliers. Aside from vertically integrated companies like NVIDIA and Broadcom, most ASIC and commercial CPO projects are likely to revolve around Sivers.Serenity expects that as the CPO market size grows from nearly zero to between $81 billion and $91 billion in about a year and a half, Sivers is likely to replicate Lumentum's growth path and may grow into a company with a market value of around $75 billion in the coming years. However, the above views only represent the personal judgment of market analysts.

New stock god Serenity posted on platform X, stating that today he engaged in swing trading by buying IBIT at a price of 62,000 Bitcoin and ETHA at 1,750 Ethereum, emphasizing that this operation is for short-term swing trading, not long-term holding.Serenity pointed out that although he focuses on swing trading, the market price decline still negatively impacts related stocks such as Robinhood (HOOD) and Coinbase (COIN).

"New Stock God" Serenity stated that AAOI is its most favored photonics stock in the U.S., with the stock rising 20.1% today. Serenity believes that if investors are looking for the "next SanDisk," AAOI might be the relevant target. It mentioned that photonics-related companies may encounter a significant turning point in the second half of 2027. Currently, it is still slightly early to enter the second half of 2026, as the industry is still in the capacity construction phase.Serenity stated that, generally speaking, except for aerospace and quantum concepts, the market usually prices future growth about 8 months in advance. It believes that the turning point for accelerated revenue growth in photonics companies is approaching, and the key is to wait for the right timing and endure fluctuations during the period.

ChainCatcher news, according to data from RootData, the Serenity Shield token (SERSH) has increased by 72.82% in the last 24 hours, currently priced at $0.179.Additionally, the Web3 asset data platform RootData shows that Serenity Shield is a multi-chain solution dedicated to privacy and security. It leverages the power of blockchain to protect user data, enabling individuals and businesses to interact securely in the digital world. The Serenity Shield platform offers a unique and innovative way to store sensitive data and document inheritance, ensuring that legacies and digital assets are passed down through generations.

ChainCatcher news, according to RootData data, the price of Serenity Shield token (SERSH) is currently reported at $0.45, with a 24-hour increase of over 48%.Serenity Shield announced on platform X that it will release the first major update of May next week, which concerns utilities and global infrastructure.Additionally, the Web3 asset data platform RootData shows that Serenity Shield is a multi-chain solution dedicated to privacy and security. It leverages the power of blockchain to protect user data, enabling individuals and businesses to interact securely in the digital world. The Serenity Shield platform offers a unique and innovative way to store sensitive data and document inheritance, ensuring that legacies and digital assets are passed down through generations. The flagship product of Serenity Shield is StrongBox® DApp, which allows individuals to regain control over their data, identity, and digital assets while protecting their loved ones, families, and businesses.

ChainCatcher news, the blockchain data storage protocol Serenity Shield announced today that the project-related MetaMask wallet has been compromised. In response, the team has taken urgent measures to protect the interests of community members: trading of the SERSH token on PancakeSwap has been immediately suspended, and trading on Gate and MEXC has also been halted.It is reported that Serenity Shield is re-launching the smart contract to initiate the SERSH token, with previous SERSH holders receiving new tokens at a 1:1 ratio. More details about this replacement plan will be announced later.