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
-9.10%
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 6/27/2026, 3:27:34 AM
| Symbol | Sector | Price | 24h | Thesis | Share |
|---|---|---|---|---|---|
| AXTIAXT Inc | Optical / Silicon Photonics | $68.18 | -19.39% | InP/GaAs substrate bottleneck | |
| AAOIApplied Optoelectronics | Optical / Silicon Photonics | $136.85 | -15.45% | 800G/1.6T optical modules | |
| MRVLMarvell Technology | Optical / Silicon Photonics | $263.73 | -15.08% | AI networking silicon | |
| COHRCoherent | Optical / Silicon Photonics | $379.48 | -2.59% | Full optical components chain | |
| LITELumentum | Optical / Silicon Photonics | $804 | -5.41% | Optical module leader | |
| GLWCorning | Optical / Silicon Photonics | $217.59 | +11.63% | Fiber and data-center glass | |
| MUMicron | Storage / HBM | $1,141.75 | +0.68% | HBM/DRAM memory | |
| NBISNebius | AI / Cloud Compute | $237.33 | -17.22% | AI cloud infrastructure | |
| CRWVCoreWeave | AI / Cloud Compute | $95.77 | -18.80% | GPU cloud | |
| ETHEthereum | Crypto | $1,577 | -8.69% | Public crypto interest | |
| COINCoinbase | Crypto | $147.31 | -9.77% | 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.