Serenity
@aleabitoreddit
Global rank #5 · Curated from public X commentary
AI supply-chain bottleneck thesis · optical networking leader
Followers
470K+
Public holdings
11
Portfolio avg 24h
-1.07%
Stated return
YTD +122% (peak +501%, self-reported, unverified)
Strategy
Bottleneck theory: own upstream choke points Nvidia depends on (InP substrates, CW lasers, optical module testing, etc.).
Former AI research scientist and RISC-V Foundation member. Rose from Reddit WSB to X with a focus on AI/semiconductor supply-chain bottlenecks — fast-rising discussion in English and Asian investor circles.
Sector Breakdown
Optical / Silicon Photonics
6 holdings
Storage / HBM
1 holdings
AI / Cloud Compute
2 holdings
Crypto
2 holdings
Live Portfolio
Public holdings map
Updated 8/12/2026, 4:56:05 PM
| Symbol | Sector | Price | 24h | Thesis | Share |
|---|---|---|---|---|---|
| AXTIAXT Inc | Optical / Silicon Photonics | $73.78 | +13.04% | InP/GaAs substrate bottleneck | |
| AAOIApplied Optoelectronics | Optical / Silicon Photonics | $134.33 | +2.05% | 800G/1.6T optical modules | |
| MRVLMarvell Technology | Optical / Silicon Photonics | $212.31 | -2.87% | AI networking silicon | |
| COHRCoherent | Optical / Silicon Photonics | $328.57 | +1.50% | Full optical components chain | |
| LITELumentum | Optical / Silicon Photonics | $820.59 | -3.40% | Optical module leader | |
| GLWCorning | Optical / Silicon Photonics | $159.19 | -0.44% | Fiber and data-center glass | |
| MUMicron | Storage / HBM | $868.52 | -2.71% | HBM/DRAM memory | |
| NBISNebius | AI / Cloud Compute | $193.23 | -14.40% | AI cloud infrastructure | |
| CRWVCoreWeave | AI / Cloud Compute | $90.32 | -1.72% | GPU cloud | |
| ETHEthereum | Crypto | $1,890 | -1.34% | Public crypto interest | |
| COINCoinbase | Crypto | $148.58 | -1.43% | Regulated exchange exposure |
Key Highlights
- ◆Publicly cited 38+ names across seven optical layers
- ◆AXTI InP substrate thesis gained industry validation
- ◆Dubbed the AI-era Roaring Kitty by followers
- ◆Rapidly rising attention among global tech investors
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Positions from public X views, not 13F filings; sizes not independently verified.