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
+5.02%
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 11/14/2026, 8:44:07 AM
| Symbol | Sector | Price | 24h | Thesis | Share |
|---|---|---|---|---|---|
| AXTIAXT Inc | Optical / Silicon Photonics | $41.84 | +7.61% | InP/GaAs substrate bottleneck | |
| AAOIApplied Optoelectronics | Optical / Silicon Photonics | $49.89 | -0.48% | 800G/1.6T optical modules | |
| MRVLMarvell Technology | Optical / Silicon Photonics | $156.76 | +11.02% | AI networking silicon | |
| COHRCoherent | Optical / Silicon Photonics | $218.15 | +13.14% | Full optical components chain | |
| LITELumentum | Optical / Silicon Photonics | $596.62 | +10.77% | Optical module leader | |
| GLWCorning | Optical / Silicon Photonics | $114.08 | +7.49% | Fiber and data-center glass | |
| MUMicron | Storage / HBM | $778.31 | +12.80% | HBM/DRAM memory | |
| NBISNebius | AI / Cloud Compute | $115.88 | -10.51% | AI cloud infrastructure | |
| CRWVCoreWeave | AI / Cloud Compute | $53.13 | +14.50% | GPU cloud | |
| ETHEthereum | Crypto | $1,930 | -5.87% | Public crypto interest | |
| COINCoinbase | Crypto | $127.65 | -5.28% | 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.