Serenity ✓
The map
Every name Serenityis long on, sized by how often he talks about it. Squares turn green when he's back on a name this week.
Tracked calls
Every stock Serenity has named, newest first. Each links to its deep dive.
2026$JBLJabil IncJust 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 $SIVE as the bottleneck H1 2027. Not really is there enough https://t.co/Jp87VqVxme+9%since first callRead the deep dive →May 27
2026$XFABX-FAB Silicon Foundries SE$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 + $POWI > Silicon Photonics / CPO https://t.co/AZFFLbQk8O-15%since first callRead the deep dive →Apr 20
2026$GFSGlobalfoundries Inc.@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 + $TSM.+43%since first callRead the deep dive →Mar 16
2026$SIVESivers Semiconductors AB$LITE rode the first optical wave from $3B to $75B in 2 years time with EML and pluggables. My thesis is $SIVE can do the same from $3B, with CPO/Pluggables and CW. Sivers + GFS SiPH reference laser news, alongside the +54% increase today. Is just one step of the way.+1072%since first callRead the deep dive →Feb 25
2026$IQEIQE PLCA 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 $ALRIB.+254%since first callRead the deep dive →Jan 23
2026$AEHRAehr Test Systems@workoutwithp $AEHR long term is very early. The only started volume ramp with one customer… And others will pick up (like their t1 optical transceiver one) over the next few years. For current valuations, I’d say it’s more priced in near term.+313%since first callRead the deep dive →Jan 20
2026$WOLFWolfspeed, Inc.@gauchos805 $WOLF was probably the most interesting one up there after restructuring.+139%since first callRead the deep dive →Dec 22
2025$AXTIAXT Inc5 months ago. I gave a PT of $150 with $AXTI. Over 10x that current values from a $500M MC. It’s now a $9.2B MC and $140. $10 away. New $SIVE longs are starting to realize what’s it’s like to be in AXT. And that I’m pretty good at guessing intrinsic valuations of companies.+628%since first callRead the deep dive →Dec 11
2025$AAOIApplied Optoelectronics, Inc.$AAOI is actually my favorite photonics exposure in the US market right now. I went long last year with low sizing at $28, back when I guessed they were qualifying with $AMZN and $MSFT. High conviction post earnings at ~$70, when they announced 1.6T and other volume orders with https://t.co/MnMhR1dm9D+427%since first callRead the deep dive →Dec 1
2025$LITELumentum Holdings IncJust some reflection, my core high conviction ideas from 2025 aged super well! From $ALAB: $97-> $372 $LITE: $330 -> $904 $AAOI: $30 -> $175 And others like $NBIS, $RKLB, and $TSM! This was back when I had close to no followers! I got some nuances slightly off before more+201%since first callRead the deep dive →Oct 6
2025$MSFTMicrosoft CorporationThank you $MSFT and $META. The selloff overreaction presented a buying opportunity when: -> Microsoft hit $360 and Meta hit $525. You didn’t need to time the exact bottom. But the recovery probably minted generational wealth to many. Did you end up taking positions?-24%since first callRead the deep dive →Sep 9
2025$NBISNebius Group N.V.Fun to see my highest conviction Neocloud pick in $NBIS age well. I wrote a thesis last year on the Neocloud sector becoming a major theme. And then picked the King. -> Nebius is #1 out of the entire sector from $IREN to $CRWV. $84 -> $260. Thesis validated by markets.+172%since first callRead the deep dive →Aug 25
2025$MRVLMarvell Technology, Inc.$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?+323%since first callRead the deep dive →
Long calls, from day one
Every name Serenity has gone long on — the day he first called it and the return since. 39 verified long calls, newest first.
- Jun 15, 2026
@JSCC2020Lee Yep, $NVTS, $POWI, $ON, $WOLF, $AOSL $XFAB, and others with power semi exposure probably get a bump from q3 pull forward. (disclosure have exposure to xfab + navitas)
- Jun 5, 2026
@DanyloAkymenko $AAOI is my current favorite US long. I personally cost average recently whenever it dips to $150, or even $170. $JBL should preform really well once they’re 1.6T LRO goes mass production with $SIVE h1 2027 imo. Also talked about $RDDT today. $MRVL if you think it hits $1T
- May 27, 2026
$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
- Apr 22, 2026
@pennycheck Was aware of $AOSL, just went with $NVTS instead.
- Apr 21, 2026
People nonstop ask me about $LPKK / $LPK for my opinion Yes, I mentioned they're like a chokepoint for glass core substrates for LIDE (laser induced deep etching) way back when. Biggest known partner is $ONTO (LIDE with Onto metrology for glass core mass production). Then as https://t.co/hmIA6HuQam
- Apr 20, 2026
Did $GFS give the first direct confirmation about $SIVE... As the laser supplier for their CPO / photonics ecosystem? This is explicit laser architectural inclusion vs. previous supply chain mapping with Ayar/Celestial. You get a hint of the other major players here: - $FN / https://t.co/qn6X8wKSXz
- Apr 9, 2026
$MSFT looks like a secret buyer of Riber < $ALRIB > for Microsoft Quantum. The broader market and algorithms likely don’t know this connection yet. MBEs are important for quantum computing, quantum dot lasers, VCSELs, and silicon photonics. But the long-term implications are https://t.co/NEWD2ZFbht
- Mar 25, 2026
Every industry leader... Especially $AVGO (Physical Layer Products division) in this statement today. Cites Lasers as a bottleneck for semiconductors. If you aren't long... -> CW Lasers: $SIVE | $MTSI -> EML Lasers: $COHR | $LITE -> or their foundries in $TSEM/Win Semi https://t.co/U2jL4zwbtW
- Mar 16, 2026
I’m long $SIVE at $140M. I believe this is the next $LITE that markets and institutions missed. $SIVE makes InP CW DFB. Closest comparison is $LITE in the current EML laser bottleneck. But instead of supplying to Innolight/Eoptolink for current optical transceivers cycles. https://t.co/hQtcJMyVlp
- Mar 11, 2026
I'm long $TSEM, the $TSM of photonics. My top two picks for CPO are $SOI and Tower Semi. Given the $NVDA GTC catalyst on new photonic related architecture next week: I expect Tower Semi to get a huge catalyst. Nvidia laready directly collaborated with Tower to scale 1.6T https://t.co/Au3HYKNm7V
- Mar 11, 2026
Turns out markets like hidden photonics monopolies? Soitec is up 16% intraday. If you look at the CPO photonics architectural ramp led by $NVDA: It’s parabolic. $SOI is likely a name that people can hold for many years as the substrate monopoly for CPO. And best of yet, https://t.co/BzHJxy0jCV https://t.co/80ER5kLcEM
- Feb 25, 2026
Was the first to talk about $AXTI in relation to photonics BOM/supply chains. Now it's up 300%+ or so since the bottom 2M ago. $IQE is very interesting too as one of the only Western suppliers. Basically if you look at photonics flow on $GOOGL TPU, kinda looks like this: https://t.co/ob94gSJv52
- Feb 16, 2026
Fun Trade Idea: Long $RPI (Raspberry Pi) Reason: 🦞 Openclaw / Picoclaw / Nanobot + Hoarding. Everyone has been openly hoarding Apple Mac Minis and were long Apple. But $APPL is already a $3.7T+ company. Product mass-buying won't make a dent. Raspberry Pi, however, is a https://t.co/2TTgLmRa77 https://t.co/yRKh37HQ5n
- Jan 23, 2026
@Lotharinvest I’m aware of $AEHR, it has the structure of a moonshot (eg. $5.5M Sonoma order recently in line with $MU HBM4 16-hi qualification phase) as you mentioned. No confirmed links yet.
- Jan 18, 2026
@gauchos805 $WOLF was probably the most interesting one up there after restructuring. $LPKFF also for glass substrates and they own the laser induced deep etching at a $169m MC, so possibly most explosive 10x upside. $MTRN is probably the most stable one up there with decently high
- Jan 7, 2026
@MacroAINotes Thanks, Credo is personally more of a trade for me though. But it's really hard to time the bottoms when things look like a falling knife ( $CRDO down 35%+ since last month). Much easier to just full port it into $SNDK and $MU and just not touch it. Stuff like $AIRO looked
- Jan 2, 2026
Welcome to 2026. Jan 1st ratings: Strong Buy: $TTD $SMCI $AIRO $INTC $HIMS $AXTI $TSM $NBIS $CIFR Samsung Electronics (KRX: 005930) $HUT $IREN $WULF $GLXY $TSSI $META $ETOR $CRCL Buy: $KRKNF $ONDS $GEMI $NVDA $MU $AMKR SK Hynix $SNAP $RDDT $AAOI $COHR $FISV $FLY $DJT $LITE https://t.co/Exn9pWEFPO
- Dec 22, 2025
@EccShibaInuInv I only have $LITE and $AAOI lol. But how I'd frame it is $LITE and $COHR are basically duopolies in photonics. With $LITE extra leveraged on Google TPU growth. Then there's $AAOI, extreme alpha + leverage call on $MSFT + $AMZN hyperscaler ASICs. No action yet, no major runup
- Dec 22, 2025
@manukafirth Another good one is $AXTI which is the materials supplier for $LITE / photonics. $500m mc
- Dec 11, 2025
@krishnaasw22479 I've looked into $POET but didn't like it as much compared to $AAOI given AAOI already has direct hyperscaler customers with $MSFT and $AMZN. $POET had Celestial that got acquired $MRVL, where Celestial used poet’s interposer to connect tpus/trainium, and Marvell sells that to
- Dec 1, 2025
@Kaizen_Investor Yeah little sad I'm late to the $LITE party and it's ATHs right now. But if we look what happened to $NVDA 2022 to now, same could happen if TPU ends up becoming a dominant player in inference. and.. $LITE is directly correlated to TPU ramp up. Sadly didn't realize how vital
- Oct 6, 2025
$AMD is about to get a huge re-rating from forward earnings + narrative changes from the $10Bs+ deal with OpenAI Forward revenue: They're currently doing 7.69B/Q, if we assume 10B/Y, it's quite material how much this adds. (32.5% - 65%+ increase in forward revenue based on https://t.co/0ebRI9FkY9
- Oct 4, 2025
@Deenobrown123 if $MU's forward p/e is 11 looks promising. ill take a closer look, i haven't done a deep dive yet
- Oct 4, 2025
@abolishprenups The best thing you can do is ignore the narrative (eg. like buying Reddit off the stupid narrative they're getting cited less, like it's immaterial). $AMZN will just do fine and it's one of the laggards from all other Mag7, -.32% YTD. It's like how $MSFT isn't under threat
- Sep 30, 2025
@turnandburn07 $AVGO mirrors nvda's ascent with GPUs but for custom hyperscaler ASICs. It's always hard to buy things at the top, but sometimes they keep going up. Either way, $TSM serves as the foundation for NVDA, AVGO, etc, so I like the stock the best and I'd prob buy TSM over AVGO
- Sep 29, 2025
@danielnewmanUV Can anyone fill me in why should people care about Futurum? They have stuff like $OKLO (no revenue), $CRM (can't think of them as a leader), $ARM for CPUs(RISC-V companies probably have more relevance in future AI) in the list. I mean they're all great companies but still.
- Sep 25, 2025
@pepemoonboy Donating a kidney or two is worth it to buy the dip on $CIFR, $AMZN, and $NBIS. Speaking from experience here.
- Sep 23, 2025
$AMZN is an great buy here at $220 if you're doing shares. I'd wait for $211-216 before entering shorter term calls. Fed meeting today didn't affect odds of 3x rate cut. In terms of tech giants my guess is: $TSM -> $1.8T $META -> $2.3T $AMZN -> $3T https://t.co/5KwV6XZWxK https://t.co/3T0OGjMw6I
- Sep 14, 2025
Love seeing people post profits. Check my $RDDT post history—so far, every breakout I’ve shared from $GOOGL, 2x $HIMS, $ETH, $UPWK, $RKLB, $OSCR has hit Scroll through my history on X/Reddit and see for yourself. I’m new to X but here temporarily to help people learn to trade https://t.co/KZeNfu1wbM
- Sep 9, 2025
@moonman6577 I'm not too bullish on $SG. If I had to pick stocks I'm bullish on it would be $TSM, $HOOD, $RKLB, $CREDO, $NBIS and others. But I see $SG rebounding since it's oversold from short-term option flows and I simply just like their salad.
- Sep 9, 2025
@moonman6577 I'm not too bullish on $SG. If I had to pick stocks I'm bullish on it would be $TSM, $HOOD, $RKLB, $CREDO, $NBIS and others. But I see $SG rebounding since it's oversold from short-term option flows and I simply just like their salad.
- Aug 31, 2025
My moonshot baskets for 1000% returns in 5y given current valuations. Space - $RKLB (220B) AI - $CRWV (470B) Semi - $CREDO (200B), $TSSI (3.8B) Crypto - $BKKT (1.8B) Fintech - $DJT (49B) Social - $BMBL (6.2B) Health - $HIMS (95B) Software - $UPWK (19B) What are your picks?
- Aug 25, 2025
Just a tip: Lower risk appetite around September. Profitable stocks like $UNH, $NVO, $GOOGL, $UPWK, $KSPI... or stocks down YTD - $MRVL, $SG, $SNAP might do well. If you're full port calls on high beta like $PLTR, $DUOL, $HOOD, $COIN, $CRCL, $NVDA, $MSTR, $TSLA... Good luck.
- Aug 25, 2025
Just a tip: Lower risk appetite around September. Profitable stocks like $UNH, $NVO, $GOOGL, $UPWK, $KSPI... or stocks down YTD - $MRVL, $SG, $SNAP might do well. If you're full port calls on high beta like $PLTR, $DUOL, $HOOD, $COIN, $CRCL, $NVDA, $MSTR, $TSLA... Good luck.
- Aug 23, 2025
Some decent recovery/swing trades right now 1. $SG - $9.39 2. $SNAP - $7.21 3. $UNH - $306.8 4. $ETOR - $46.8 5. $NVO - $57.00 6. $HIMS - $44.73 7. $CRWV - $94.7 Stay away from these dips 1. $CRCL - $136.2 2. $PLTR - $159.6 3. $DUOL - $334.5
- Jul 28, 2025
For WSB charts I posted: On $GOOGL, realized profit was $101,428+, and lots of unrealized profit since I expect GOOGL to hit $220+ EOY if tech rally continues ( $META $APPL $AMZN $MSFT $NVDA $SPOT) Earnings were a complete blowout and they still have 70B+ in buybacks https://t.co/G6jrKAyumE
- Jul 21, 2025
I just bought long term ~$175k+ positions in $ALAB and plan to scale this to ~$500k as a potential $50B+ moonshot. NVDA-like profit margins (76%), 144%+ Y/Y growth, customers like NVDA, AWS, MSFT, GOOGL, NVDA, AMD at 16B market cap. Unreal customers + growth/margins. https://t.co/bRCBgtoGSB
- Jul 7, 2025
🔥Fire sale today for stocks. Bought a decent amount of $BULL on the 15% drop 12.28. Bought $SG $13.8 on the 6% drop (sometimes drops to low $13/high $12.8, so hold off on major positions). Bought $GME $23.00 on the 3% drop. Bought $HIMS $45.26 on the 5.6% drop.
- Jul 3, 2025
Med/Long term swing trades right now are 1. $GME after the 30% drop 2. $SG after the 49% drop 3. $UNH after the 45% drop. 4. $GOOGL after the drop to $164 again. Bought calls ~$150 for my WSB DD, sold $175, rebought $164, now holding to $185. Doing more research on $SRPT.
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