Tracking now
Start tracking Serenity
Get an alert the moment a new stock is named, with a full deep dive in your inbox before you could research it yourself.
Free. No spam, no generic mega-caps — just new calls.
Serenity ✓
@aleabitoreddit
838.5k followers
Now tracking
Latest calls tracked
Every new ticker our tracked accounts name, the moment they post it.
Serenity@aleabitoreddit$WOLF@gauchos805 $WOLF was probably the most interesting one up there after restructuring.+110%17h agoRead deep dive →Serenity@aleabitoreddit$XFAB$XFAB (photonics + power semis) is an interesting long idea at $1.28B MC, that I took positions in. Given EU CHIPS act 2 is today as the catalyst for European photonics players. > 800 VDC power semi exposure to $NVDA push through $NVTS + $POWI > Silicon Photonics / CPO https://t.co/AZFFLbQk8O-15.4%17h agoRead deep dive →Serenity@aleabitoreddit$GFS@Leon8995385220 $SIVE likely locked up allocation agreements with Win Semi to scale. And works with $GFS. Which is why I'm long on them both, easy to scale as fabless, kinda like $NVDA + $TSM.+38.5%17h agoRead deep dive →Serenity@aleabitoreddit$AEHR@workoutwithp $AEHR long term is very early. The only started volume ramp with one customer… And others will pick up (like their t1 optical transceiver one) over the next few years. For current valuations, I’d say it’s more priced in near term.+287%17h agoRead deep dive →Serenity@aleabitoreddit$JBLJust a random thought: $JBL seems highkey compelling long idea at $38B. Don’t really think markets have priced in their 1.6T LRO pluggable transceiver business yet. Especially if it’s “how much can you make” with $SIVE as the bottleneck H1 2027. Not really is there enough https://t.co/Jp87VqVxme+8.9%17h agoRead deep dive →Serenity@aleabitoreddit$IQEA special thank you to the only European stock green today: $IQE. Up to $54, from when I went long at $12-13, 4 months ago. Unfortunately lot of volatility with the other ones from $LPK, $SOI, $XFAB, and $ALRIB.+189%17h agoRead deep dive →Serenity@aleabitoreddit$MSFTThank you $MSFT and $META. The selloff overreaction presented a buying opportunity when: -> Microsoft hit $360 and Meta hit $525. You didn’t need to time the exact bottom. But the recovery probably minted generational wealth to many. Did you end up taking positions?-26.1%17h agoRead deep dive →Serenity@aleabitoreddit$MRVL$NVDA Jensen Huang: “ $MRVL the next $1T company ladies and gentlemen “. Marvell is currently trading at $191B. I have positions in Marvell… but how much faith do we have in Jensen for the 5x?+283%17h agoRead deep dive →How it works
01
An account names a stock
The moment a tracked account posts a new ticker, our system catches it within minutes.
02
We write the deep dive
Financials, the thesis behind the call, and the risks — fact-checked and turned into a clean report.
03
You get the alert
A short alert lands in your inbox with the report a click away, before the move is over.