Unveiling the 'White-Haired Stock God' Serenity: The Mental Elixir for Anxious Retail Investors

marsbitPublished on 2026-06-11Last updated on 2026-06-11

Abstract

The anonymous stock influencer known as "White-Haired Stock God" Serenity has ignited a frenzy in the A-share market. From June 5-9, Serenity's posts on platform X mentioning A-shares like LeaderDrive, Easun, and Innolight triggered sharp price surges, with some stocks hitting 20% daily limits. Serenity, who claims a 3612% personal return this year, gained fame internationally using a "chokepoint investment" strategy focused on small, monopolistic AI supply chain companies. With over 810k X followers, his influence rivals top analysts. His recent foray into Chinese stocks, which he claims is "for fun" to offer a "foreign perspective," has drawn scrutiny. While Serenity denies holding positions in these A-shares and states his posts are not recommendations, his actions have caused significant market volatility. He monetizes through a $1/month subscription, earning an estimated $54k monthly. Facing accusations of market manipulation, he maintains he promotes "information democracy." Community analysis suggests Serenity is likely an English-speaking Chinese national living in Japan, based on his posting patterns and shared personal details. He maintains anonymity due to past harassment. Ultimately, Serenity is seen by many as a manifestation of the current AI bull market's euphoria—a mysterious, seemingly successful figure who fulfills the market's desire for a "stock god," though such personas often face intense scrutiny when market sentiment shifts.

Author | Golem (@web 3_golem)

In the A-share market, the "White-Haired Stock God" Serenity has completely gone viral.

From June 5th to June 9th, Serenity successively "shilled" three A-shares on platform X. They were the embodiment intelligence robotics concept stock LeaderDrive, the digital intelligence new energy concept stock Yashi, and the leading optical module stock Innolight. The stock prices of the first two were vertically pulled to a 20cm limit-up on the same day, and LeaderDrive has already risen over 30% in June.

The reason Serenity possesses such strong "pumping power" is because before entering the view of domestic A-share investors, he had already gained extremely high popularity in international retail investor communities.

Serenity's investment characteristic is using the "Chokepoint Investment Method" to screen out small monopolistic companies in the AI industry chain that are not fully priced in. Because the over 16 stocks he has shilled this year have all achieved investment returns exceeding 100%, and his personal year-to-date investment return exceeds 3612%, coupled with his professional background as a former AI research scientist and his rigorous analysis of the AI industry and favored companies each time, Serenity has accumulated a large number of loyal retail followers in Europe, America, Japan, and South Korea. His X account subscribers exceed those of Musk, ranking first on the platform. Therefore, his influence on a single stock's price fluctuation surpasses that of ordinary stock analysts.

For example, on May 27th, Serenity posted on platform X announcing he had completed building a position in the European stock XFAB at a market cap of $1.28 billion. XFAB's stock price was subsequently pushed up continuously, with a single-day intraday maximum increase of 77%, and the stock price rose to a high of 13.13 euros. Since then, XFAB's stock price began a continuous decline and is currently trading around 8.8 euros, having returned to pre-shill levels.

Just the day after causing significant volatility in XFAB's stock price, Serenity posted in Chinese on platform X, saying, "Because I see so much support from the Chinese community... I might, just for fun, start writing about my views on a couple of Chinese stocks."

A storm of blood and rain sweeping the A-share market thus began.

Disrupting the A-Share Market Without Holding Positions, Just for Fun?

In hindsight, these two stocks Serenity mentioned were LeaderDrive and Yashi.

On June 5th, Serenity posted in Chinese, specifically emphasizing "written specifically for my Chinese readers," stating that LeaderDrive (688017, 57.73 billion RMB) was his most favored Chinese listed target when positioning in the humanoid robotics sector. The main reason is its absolute dominance in certain robot component supply chains, with over 60% domestic market share and more than 1,800 global customers.

As of now, this post has been viewed over 4 million times and has been disseminated to multiple domestic social media platforms. LeaderDrive's stock price triggered a 20% limit-up on June 5th. By June 10th, in just 4 trading days, the stock price had risen over 30%.

On June 8th, the same market script played out again. Serenity posted a crowdsourced list of over 30 companies in the "800V DC" concept on platform X, which included the A-share company Yashi. The news quickly fermented domestically, with Yashi's stock price happily receiving a 20CM limit-up within an hour, and by June 10th, its increase also exceeded 30%.

Serenity himself even seemed surprised, posting, 'Does everyone know this is just a crowdsourced list? How did 300376 (Yashi) go up 20%?'

Immediately after, he posted again saying, 'These are stocks recommended by fans, not my personal recommendations,' attempting to distance himself from it.

Besides these two stocks, Serenity also mentioned a third A-share, Innolight, on June 9th, stating it was the only Chinese listed company he invested in last year. However, because some AI mistranslated "Innolight" as another A-share listed company, Inno Laser, this caused Inno Laser to be violently pumped nearly 10% within 10 minutes. This "misunderstanding incident" also reveals the retail investors' FOMO towards Serenity himself—"blindly, just asking what to buy, afraid of missing out on the hot stuff."

Serenity's actions quickly drew the attention of domestic financial media and securities analysts, who began speculating about his purpose for "cross-border stock promotion." On June 9th, Cailian Press published a lengthy article warning domestic investors to be wary of overseas information flowing back in. If Serenity's sharing involved profit-sharing, the behavior would be classic "export-for-domestic-sale style cross-border pumping," requiring legal accountability. Some domestic securities analysts even openly vented on social media, "These clowns will be finished sooner or later, thinking they can act lawlessly just because they ran abroad."

Facing domestic media's questioning about him "harvesting retail investors," Serenity responded that shilling A-shares was just because he thought "foreigners could bring a different perspective to A-shares." He also stated, "Although I really like LeaderDrive, I do not hold its stock." Perhaps, as he initially said, the original intention behind all this was just for fun.

Serenity appears almost like a "philanthropist." He emphasizes he does not do any paid promotions or marketing. The only paid thing is a $1 monthly subscription service. He is not a member of any institution or the Illuminati. The reason for his continuous free sharing is his belief that the stock market is a positive-sum game. He hopes retail investors can buy quality stocks without joining any expensive paid communities, even before institutions enter. He claims he is promoting information democratization.

In the investment field, don't overly deify anyone. Serenity may not seek profit, but he certainly seeks fame. Since starting to shill A-shares on June 5th, Serenity's follower count has surged again by over 200,000. As of June 11th, his X platform followers exceed 8.1 million, and account subscribers have grown to 54,000, surpassing Musk (46,000). With such a massive number of subscribers, even at $1, Serenity's fixed monthly income reaches $54,000, easily earning over a million RMB annually.

Serenity's pinned posts celebrate his account subscriber count surpassing Musk, calling it his goal. The fact that an anonymous account can have such high influence and attention makes investors even more curious about his real identity. Behind this account, is it a person, a team, or even just an AI?

Most Likely a Chinese National Living in Japan?

Serenity explains that his reason for remaining anonymous is to be able to freely express ideas online. He stated that when he first published negative views about IREN (a Nasdaq-listed stock), he received threats and harassment from dozens of accounts in real life, which is why he continues to remain anonymous.

Nevertheless, the community has gradually pieced together an image of Serenity from various collected fragments of information. It is highly likely he is a Chinese national living in Japan.

At the end of May, Serenity revealed some personal information. He said he is quite international, currently studying Japanese in Japan. Because he once lived in mainland China for a period and often traveled to Taiwan, he knows a bit of Chinese. Additionally, he played football in Mexico for two or three years, went to South Korea specifically to play League of Legends... his life seems quite comfortable.

Serenity has lived in Japan for at least half a year. At the end of 2025, he often posted photos of his life in Japan on platform X, but since becoming popular, he rarely mentions personal life.

Serenity in Japan

Serenity is a high-frequency poster, averaging 9~10 posts per day, peaking at over 20. Looking at his daily posting frequency using AI statistics, he has about 5 hours of absolute account silence each day. This silence period is likely when Serenity is resting or sleeping. This timeframe corresponds roughly to the early morning hours (3:00 to 8:00) in some Asian time zones (UTC+8, UTC+9). Combined with the previous information, this basically locks Serenity's location to Japan.

The community leans towards thinking Serenity is a Chinese national, but Serenity emphasizes English is his native language. Most of his posts are still in English. Occasional posts in Chinese seem only to cater to Chinese fans. Moreover, if you count posts in different languages, his Japanese post count is higher than his Chinese.

Combining this with Serenity's early experiences—active on Reddit WSB (Odaily Note: Wall Street Bets is the largest US retail trading community) before moving to X, rejected an offer from Nvidia's AI team in 2018, and was reported by overseas renowned media like Bloomberg and Reuters—it is therefore possible to basically rule out Serenity being a Chinese citizen.

Serenity's anonymous identity, non-transparent investment returns, and excessive craving for influence are all increasing market controversy around him. But interestingly, everyone who questions him is also constantly refreshing his homepage.

Stock investment has always seen different idols in different eras: Warren Buffett, Cathie Wood, Roaring Kitty. Each era has its own spiritual totem. Bull markets magnify returns and also magnify faith. When more and more people start making money, we always want to find someone who can "scientifically explain the bubble." Serenity might just be the outward projection of this round of AI bull market sentiment—mysterious, professional, successful, fitting all the public imagination of a "stock god."

But next to the altar is the guillotine, because when the market turns, it will want to find someone to blame for the losses, and Serenity might then be the most suitable candidate. History repeats, the market moves forever forward, people enjoy creating idols and are also adept at "destroying idols." As for who Serenity really is, it probably isn't that important anymore.

Related Questions

QWho is Serenity, and what recent impact has he had on the A-share market?

ASerenity, known as the 'White-Haired Stock God,' is an anonymous influential figure in international retail investment communities. Recently, he 'called' three A-share stocks—LeaderDrive (绿的谐波), EAST (易事特), and Innolight (中际旭创)—on platform X, causing significant price surges, with the first two hitting 20cm daily limit-ups. His posts led to increased volatility and widespread attention in the A-share market.

QWhat is Serenity's claimed investment strategy, and what is his reported performance?

ASerenity employs a 'Chokepoint Investment Method,' focusing on small monopoly companies in the AI industry chain that are undervalued. He claims that over 16 stocks he recommended this year have yielded returns exceeding 100%, and his personal investment return for the year-to-date is over 3612%.

QHow does Serenity respond to accusations of market manipulation or 'pump-and-dump' schemes in China?

ASerenity denies any manipulative intent, stating that his discussions about A-shares aim to offer a 'different perspective from foreigners.' He emphasizes that he does not hold positions in stocks like LeaderDrive and claims his actions are 'just for fun.' He also distances himself from recommendations in crowdsourced lists, attributing them to fans.

QWhat is known about Serenity's background and identity based on community investigations?

ACommunity analysis suggests Serenity is likely a Chinese-speaking individual living in Japan. He has shared details about studying Japanese, traveling in Taiwan, and past stays in Mexico and South Korea. His posting patterns indicate he operates in Asian time zones (UTC+8/9). While he claims English as his native language, his ability to use Chinese and Japanese, along with his lifestyle posts from Japan, supports this profile.

QWhat are the potential motivations and risks associated with Serenity's activities according to the article?

AThe article suggests Serenity may seek fame and influence, as seen in his celebration of surpassing Elon Musk in X subscriptions. Financially, his subscription service could generate substantial income. However, his anonymity, opaque investment disclosures, and market impact raise concerns about accountability. The article warns that during market downturns, such figures often become scapegoats for losses, highlighting the cyclical nature of 'creating' and 'destroying' market idols.

Related Reads

The Foundation of SpaceX's Trillion-Dollar Valuation: Who is Dividing Up Musk's Annual Tens of Billions in Capital Expenditure?

SpaceX's trillion-dollar valuation is built on its three core businesses: Starlink (profitable, 60% of revenue), rockets (driving down launch costs), and AI (a major investment area). This creates a financial cycle: Starlink funds rocket development, which enables low-cost launches for AI hardware, generating future revenue. This cycle fuels annual capital expenditures of tens of billions, flowing to a vast supply chain. Suppliers are categorized by their replaceability. The first group includes irreplaceable players like NVIDIA (GPU/CUDA ecosystem), Eutelsat (critical radio spectrum), Filtronic (specialized amplifiers), Materion (strategic beryllium), and STMicroelectronics (antenna chips). The second group consists of hard-to-replace suppliers due to high switching costs, such as Honeywell (flight control), Carpenter Technology (specialty alloys), Hexcel (carbon fiber), Broadcom (data exchange), and Linde (industrial gases). The third group comprises high-volume, cost-critical suppliers for mass-produced items like Starlink terminals. Key names include Wistron NeWeb (primary manufacturer) and several A-share companies like Shenzhen Sunway (connectors), Pies New Materials (forgings), Western Superconducting (alloys), and Yingliu (castings). Other niche players include Trimble (timing), Astronics (power distribution), and CTS (thermal management). The article argues that investing in these suppliers, rather than SpaceX stock directly, offers an alternative opportunity. The rationale is threefold: procurement is just beginning to scale, SpaceX's IPO brings new transparency to its supply chain, and the situation mirrors early stages of past "super terminal" ecosystems like Apple or Tesla. While risks exist (commodity cycles, geopolitical factors, technology shifts), the core thesis is that SpaceX's massive, ongoing procurement will translate into reliable revenue for its key suppliers, regardless of its own stock price volatility.

marsbit9m ago

The Foundation of SpaceX's Trillion-Dollar Valuation: Who is Dividing Up Musk's Annual Tens of Billions in Capital Expenditure?

marsbit9m ago

SpaceX's Trillion-Dollar Valuation Base: Who's Sharing in Musk's Annual Tens of Billions in Capital Expenditure?

**Title: The Foundation of SpaceX's Trillion-Dollar Valuation: Who Benefits from Musk's Annual $100 Billion Capital Expenditure?** This article argues that investors seeking to benefit from SpaceX's growth might find greater opportunities in its supply chain rather than directly investing in the company itself, drawing parallels to historical successes with Apple, Tesla, and NVIDIA suppliers. **SpaceX's Business Model & Cash Flow:** SpaceX generates revenue from three main areas: 1. **Starlink:** Its profitable core, earning $11.3B in 2023 (60% of revenue), funding other ventures. 2. **Rockets (Falcon/Starship):** Requires $3B+ in annual R&D but achieves the world's lowest launch costs. 3. **AI:** Currently unprofitable (-$6B+ in 2023), investing heavily in ground-based supercomputers (220,000 GPUs) and future orbital data centers. The cycle is: Starlink profits → fund cheaper rockets → low-cost launches deploy AI hardware → AI compute rentals generate future revenue. This cycle drives annual procurement spending of tens of billions of dollars. **The Supply Chain Beneficiaries:** Suppliers are categorized by their replaceability: **1. Nearly Irreplaceable (High Barriers to Entry):** * **NVIDIA:** Powers the Colossus supercomputer; its CUDA ecosystem creates immense switching costs. * **Eutelsat (SATS):** Controls critical radio spectrum for satellite communications; holds a ~3% stake in SpaceX. * **Filtronic (FTC):** Supplies millimeter-wave signal amplifiers for Starlink satellites; SpaceX constitutes 83% of its revenue. * **Materion (MTRN):** Global leader in beryllium production, a strategic material used in Starship structures. * **STMicroelectronics (STM):** Supplies phased-array antenna chips for Starlink satellites. **2. Replaceable, but Switching Cost is Prohibitively High:** * **Honeywell (HON):** Provides flight control and inertial navigation systems with decades of certification. * **Carpenter Technology (CRS):** Manufactures ultra-pure specialty steel alloys for Raptor engines. * **Hexcel (HXL):** Supplies custom carbon fiber composites developed over a decade with SpaceX. * **Broadcom (AVGO):** Manages high-speed data switching. * **Linde Group:** Supplies industrial gases (liquid oxygen/nitrogen) from facilities built near SpaceX launch sites. **3. High-Volume, Cost-Critical Manufacturing:** Focuses on mass-producing components like Starlink user terminals (target: 30 million units). * **Key Players:** Wistron NeWeb (6285, primary terminal manufacturer), several Chinese A-share companies (e.g., Sunway Communication, PAX New Materials, Western Metal Materials, Yingliu Co.), and smaller US firms like Trimble (TRMB, timing systems). **Why Now?** Three factors make the supply chain opportunity timely: 1. **Volume Ramp-Up:** SpaceX plans 100 launches in 2026, aims for 30 million Starlink terminals, and will deploy AI data centers, meaning procurement will accelerate. 2. **Increased Transparency:** The IPO provides public financial data, allowing investors to track supplier order growth. 3. **Historical Precedent:** The current phase is likened to Tesla's early mass-production stage (circa 2018), suggesting a long growth runway for suppliers. **Conclusion:** The article posits that while investing in SpaceX stock is betting on Elon Musk's ambitious vision at a high valuation, investing in its established suppliers is a bet on the tangible, recurring revenue from its massive procurement budget, which is largely decoupled from day-to-day stock price volatility.

链捕手13m ago

SpaceX's Trillion-Dollar Valuation Base: Who's Sharing in Musk's Annual Tens of Billions in Capital Expenditure?

链捕手13m ago

The U.S. Government Blocked the Anthropic Model. It Wasn't About 'Jailbreaking' at All.

Last Friday, the U.S. Commerce Department issued an enforcement letter that forced Anthropic to take its two most advanced AI models, Fable 5 and Mythos 5, offline. The stated reason was unspecified national security concerns, initially linked to potential "jailbreaks" of the models' safeguards. However, new details suggest the action stemmed more from a deteriorating relationship between the Trump administration and Anthropic, rather than a genuine technical threat. According to reports, the government cited a little-known export control regulation, compelling Anthropic to block access for all non-U.S. persons, including its own international employees. The company complied, shutting down the models without a court order or specific technical details from the government. Cybersecurity expert Katie Moussouris revealed she was privately shown a research paper detailing a potential safeguard bypass in Fable 5. She argued the described method was minor and did not warrant an export ban, stating that attempts to "fix" it would only weaken the model's defensive capabilities. Moussouris and other experts have since called for the order to be revoked, warning it dangerously removes advanced cybersecurity tools from U.S. defenders. Analysts like Justin Hendrix suggest the move appears retaliatory and sets a dangerous precedent, signaling that the U.S. government can unilaterally shut down a tech company's products. The incident has raised concerns about the reliability of American AI and the potential for political interference in the tech industry, serving as a warning to the broader sector.

marsbit16m ago

The U.S. Government Blocked the Anthropic Model. It Wasn't About 'Jailbreaking' at All.

marsbit16m ago

Ray Dalio: AI Bull Market Continues to Soar, Should Investors Go All In or Cash Out and Leave the Field?

In his latest notes, Ray Dalio addresses a critical question for investors amid the AI-driven stock market surge: how should one allocate assets during a transformative technological revolution? Dalio emphasizes that technological advancement does not automatically make related stocks attractive. Historical tech cycles—marked by excitement, crowding, volatility, and eventual shakeouts—show that even long-term winners like Microsoft and Apple experienced severe drawdowns. Today's AI sector faces similar uncertainties: overinvestment, intensifying competition, geopolitical tensions (e.g., Taiwan's chip supply), tax policy shifts, anti-AI sentiment, and potential disruption from future technologies like quantum computing. Dalio's core argument focuses on the highly concentrated market structure, where a few tech giants dominate major indices. He warns investors against unknowingly holding concentrated, correlated exposures. Instead of chasing a handful of AI leaders, he advocates for a robust, diversified portfolio of 15 or more high-quality, uncorrelated investments, risk-balanced to match an investor's volatility tolerance. Mathematically, such diversification significantly improves the risk-return ratio—for example, holding 15 uncorrelated assets can boost the ratio by over four times compared to a single concentrated bet. Dalio cautions that future equity returns appear low, with his bubble indicator suggesting real returns could be negative over the next 5-10 years. He stresses that knowing what you don't know is as important as knowing what you do. In an environment of high uncertainty and concentration, avoiding large, concentrated bets on AI stocks is prudent. The optimal strategy is disciplined diversification—the "holy grail" of investing—to navigate this technologically driven cycle with lower risk and comparable or better returns.

marsbit20m ago

Ray Dalio: AI Bull Market Continues to Soar, Should Investors Go All In or Cash Out and Leave the Field?

marsbit20m ago

Trading

Spot
Futures
活动图片