Author: Think AI, Evan
Following Friday’s surge in harmonic gains after the green signal, this female investing guru is back in action right at market open. The latest update: “White-Haired Guru” Serenity has released a list of favored stocks related to “800V DC power” on social media, including two A-share companies. A-share stock 300376.SZ (Yi Shi Te) surged 20% after Serenity’s recommendation, triggering its daily price limit.
Esse (300376.SZ) specializes in UPS power supplies, data center equipment, energy storage, charging piles, and other digital energy businesses, aligning with the AI computing infrastructure sector. As of closing, Esse's stock price was RMB 5.94, with a total market capitalization of approximately RMB 13.83 billion. Serenity's trading signals have shifted from components in the AI chip supply chain, such as optical modules and packaging, toward the more fundamental power infrastructure.
Posted at 14:22, began rising at 14:24, hit a 20% upper limit at 14:39—2 minutes to react, 15 minutes to enter. With such calling ability, who is she, achieving 4502% returns in U.S. stocks?
Turned down NVIDIA employment because trading stocks is more profitable
Serenity is active on X, claiming to be a former AI research scientist, a member of the RISC-V Foundation, holder of multiple patents related to semiconductors, and an author of a paper published in Nature.
When NVIDIA's stock was around $6 in 2018, he was invited to lead an AI team but declined, stating that he believed trading stocks offered higher returns.
He was a well-known trader on Reddit’s WSB in his early days, banned from the platform after analyzing and recommending $AXTI, a stock that surged over 700% that year and became his signature trade. With extensive global experience, he has lived in over 28 countries, including brief stints in China and Mexico, and once planned to study AI-related fields at the University of Edinburgh in the UK—before ultimately choosing to pursue an independent path. He currently resides in Japan and is frequently active in the San Francisco Bay Area. Less than a month ago, he had only 50,000 followers; now, he has 700,000 followers and has surpassed Musk as the most subscribed paid account.
Even if you take her theories and statements and post them on Xiaohongshu, you can quickly grow an account—some people specifically repost and sell Serenit’s subscription content for profit, bundling publicly available tweets and open-source distilled skills into products sold on Xiaohongshu at prices of 99–149 RMB. Based on estimated group membership, they have already earned over $10,000. Given such high demand, what is her track record?
Insights Behind High Yields
$AXTI: The final masterpiece of Serenity—positioned at a two-year low, with a single stock yielding over 1000% profit.
$RPI: Accurately predicted Raspberry Pi's annual revenue two months in advance, when the market consensus was 14%; his forecast was 55%, and the actual figure was 58%—leading to a nearly 45% single-day stock surge after the announcement. $SIVE: Serenity’s favorite pick, recommended before its March price surge; current return multiple is 20x.
Rumors in the community suggest he bought approximately 1% of the company when its market cap was $150M, now worth over $20 million. His publicly disclosed positions in 25 stocks have risen by 100% to 1000%. Serenity’s “Perilla Leaf Theory” holds that:
The market is all focused on the tuna on the table (NVIDIA, Tesla), but the most profitable opportunities often lie in the unassuming perilla leaves beside it.
Tuna is the star, while perilla leaves represent the small, overlooked, yet indispensable core links in the supply chain.
For example, when most people bought NVIDIA, he had already positioned himself in the optical communication materials company AXTI; today, as he looks favorably upon humanoid robots, he is not focused on robot brands, but on the reducer manufacturer Green Harmonic.
Skepticism Behind the Signal Provider Persona
Where there are myths, there are also doubts.
Someone noticed that the X creator earnings figures she published are actually closer to those of creators in Chinese-speaking regions.
Based on current market conditions, ad revenue for Chinese-speaking users in mainland China, Hong Kong, Singapore, and other regions typically amounts to only around $40 per million impressions, significantly lower than English-speaking markets such as the United States and the United Kingdom.
In addition, her Chinese expression is very natural, and she frequently researches and recommends Chinese stocks, leading many to speculate that she is likely of Chinese descent, or even Chinese herself.
More interestingly, someone proposed a bold hypothesis:
The way she truly makes money is by using her influence to affect the prices of low-market-cap stocks; the logic is straightforward:
Position yourself early in small-cap stocks in Europe or other niche markets, then release free, in-depth research reports.
After a large number of followers follow and buy, low-cap stocks with poor liquidity can easily see their prices pushed higher. This unrealized gain on the position may be more substantial than subscription revenue.
The most typical example is X-FAB. After releasing its related analysis, its stock price surged by more than 70% in a single day, sparking widespread market discussion.
Of course, these are currently only external speculations, with no direct evidence proving market manipulation.
Supporters argue that she is simply sharing research; critics, however, believe that frequently showcasing subscriber counts and continuously amplifying personal influence is itself noteworthy.
Regardless of the truth, this "research report + social media influence + low-market-cap stock" model is becoming a new KOL phenomenon on X.