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Serenity
@aleabitoreddit
I only use X, beware of imposters. AI/Semi Supply Chain Analyst (白毛股神) ex. RISC-V FDN, AI research scientist; now trading unknown bottlenecks.
加入 July 2025
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I appreciate the objective coverage from 中国证券报 (China Securities Journal) on my LeaderDrive (688017) analysis! On the article: “A single tweet ignites the leading robotics stock, who exactly is the "White-Haired God of Stocks" Serenity?” Supply chains are global, and my research shows that Chinese companies like 688017 hold a dominant position over low-cost, mass production as humanoids scale up. Just a heads up: I do believe Leaderdrive’s position is very undervalued long term (next few years), if you weigh component costs vs. current customers vs. robotics TAM. But I don’t control any near term volatility, especially with macro climates. I’m flattered regardless by the institutional coverage of my track record of picking longs like $MRVL and my investment framework. As well as the recent support from the Chinese community.
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中国证劵报写了一篇标题为:“白毛股神”究竟是谁? 的文章! 要知道中国证券报在中国资本市场地位极高,是新华社主办的官方指定信息披露核心媒体,与上海证券报、证券时报并列三大权威渠道,属于T0级别,具有法定公信力和政策引导“一锤定音”的影响力 @aleabitoreddit 你真的太火了! #白毛股神#
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