Across three continents, 150,000 people, from retail investors to hedge fund managers, are copying the homework of a 'Twitter Stock God.'
His recent public endorsement of a stock directly led to a nearly 90% surge in just two days.
On February 17, 2026, at the London Stock Exchange, a small stock named Raspberry Pi in the FTSE 250 index saw its price soar 27% in the first hour of trading. It accumulated gains of nearly 90% over two days and still maintained over a 50% gain within a week.
This UK hardware company, with a market capitalization of just over £500 million, had seen its stock price languish below its IPO price for the past six months.
No analyst expected it to become one of the hottest UK stocks at the start of 2026.
Reuters, Bloomberg, the Financial Times, and The Register all sent reporters to investigate, with their clues all pointing to the same source.
The day before, Eastern Time, an account with 58,000 followers on platform X posted a tweet titled, 'Fun Trade Idea, Long $RPI.'
The account name is Serenity, with the handle @aleabitoreddit, using a female profile picture.
The opening line of Bloomberg's report read, 'It all started Monday with a post titled 'Fun Trade Idea' from a user called aleabitoreddit on X.'
Reuters' article directly quoted Serenity's arguments about Raspberry Pi. When asked about the unusual stock activity, a Raspberry Pi company spokesperson stated, 'The company has no information beyond what is already in the public domain.'
The story doesn't end there.
At the end of March, Raspberry Pi released its full-year financial results. Revenue grew by 58%. Serenity's prediction two months prior was 55%.
The consensus among sell-side analysts aggregated by Bloomberg was only 14% at the time. On the day the earnings were released, RPI's stock price rose another 44.76% in a single day, followed by another 27.43% the next day.
This is why, over the past year, an increasing number of Silicon Valley investors have added this Twitter account to their daily must-read list.
A single tweet moved a FTSE 250 constituent's market cap by 50% in a week, and two months later, an earnings report validated his forecast.
Yet, the person repeatedly creating such market ripples—no one knows his real name.
The Person Who Was Banned
The Serenity account's bio describes him as an 'AI Semiconductor Industry Chain Research Institute,' 'Nature paper,' 'RISC-V Foundation member.'
He once joked that in 2018, Nvidia tried to recruit him to lead an AI team when Nvidia's stock price was only around $6.
But he declined.
To understand the Serenity account, the story must start with a ban four years ago.
In early 2022, the moderators of r/wallstreetbets, the self-proclaimed world's largest casino for retail traders, banned an account named AleaBito.
The incident started when this account posted about a stock with a name that sounded like a pyramid scheme.
AXTI, with a market cap just over $200 million, specialized in indium phosphide substrates; its stock price was around $12 at the time. The moderators accused him of drumming up hype and with a single strike, banned the account.
AXTI later rallied to $70. In Serenity's own recent review, he called this his most legendary trade to date, with a single-stock profit of 1000%.
After the ban, he switched platforms directly. He moved from Reddit to X, giving himself the new name Serenity, meaning 'peace' in Chinese.
A person chased off a forum giving himself such a name left a line in his bio, 'That famous WSB trader, now on X.'
He claims to have been an AI research scientist, a RISC-V Foundation member, published a Nature paper, and turned down Nvidia's offer to lead an AI team.
Serenity's followers have grown rapidly this year, with people in the US, Taiwan, and European stock communities translating his posts. In Chinese communities, moomoo, Xueqiu, and PTT each have copy-trading groups.
Some have built dashboards to track his portfolio changes; some manage hedge funds based on his ideas. His paid product is just an Excel sheet, which he jokingly calls 'A Dollar's Worth of Ideas.' All core research is freely disclosed on X.
The Consistent Winner
Calling RPI is just one among his past calls. Serenity has a string of similar cases, each following the same trajectory: post a tweet, get criticized, then get validated.
First, AXTI. The very stock that got him banned from WSB.
Indium phosphide substrate, the foundational material at the very bottom of AI datacenter optical modules. In February 2025, the East implemented export controls on indium phosphide. By January 2026, license approvals tightened further, forcing AXT to lower its quarterly revenue guidance.
Overnight, this small plant in Fremont, California, transformed from a small-cap stock into a national security-level strategic asset. He called this company two years ago.
Second, SIVE. Sweden's Sivers Semiconductors, listed in Stockholm, making CPO external light source continuous-wave lasers, a core component for next-generation 1.6T co-packaged optics.
After he publicly announced his position, the first wave saw a single-day surge of 73.78%, its market cap instantly jumping from $130 million to $230 million. On April 15, 2026, Jabil announced a collaboration with SIVE to develop 1.6T LRO optical modules, boasting a 2.5x efficiency advantage. A month later, on May 19, CHIPS Act Year 2 funding of $6.6 million arrived.
Third, Soitec. A French semiconductor company, the near-monopoly player in CPO SOI substrates, with even Japan's Shin-Etsu needing to license from them.
He explicitly tweeted a change in view this March, building a position around €43, calling it 'a hidden monopoly to hold long-term.' That day, Soitec's stock price surged 16%.
And a string of Taiwanese stocks. FOCI (3363, microlens and fiber arrays), Win Semiconductors (3105, GaAs foundry), TSEM (Tower Semiconductor).
These stocks were already discussed among local retail circles in Taiwan, but in the English-speaking world, he might be the first to systematically link them to the CPO narrative.
Regarding performance, he self-reported a 630% return in the year before joining X, and his YTD at one point this year exceeded 500%, recently experiencing some pullback.
Of course, these numbers are unaudited and can only be taken as reference.
But one thing has been verified. Reuters and Bloomberg directly cited his online alias in their reports.
150,000 followers across three continents translate his posts, hedge funds copy his homework.
The Bottleneck Point
To understand Serenity's investment logic and what he got right, one must first understand Wall Street's dominant narrative over the past three years.
From 2023 to 2026, retail investors worldwide have been chasing the same batch of tickers: AI
Nvidia, AMD, Microsoft, Google, Meta.
Every sell-side report, every YouTube creator, every financial headline was calculating whether these companies would beat expectations next quarter.
Serenity went the opposite way. He dug downwards, layer by layer, searching for the 'nuts and bolts' on Nvidia.
He gave this kind of thing a name: chokepoint, the bottleneck point.
This concept can be explained with an analogy.
Indium phosphide substrate is to AI optical modules what the Strait of Hormuz is to global oil. 20% of the world's oil passes through that strait; whoever controls it controls everyone.
Another more everyday version. In high-end kaiseki restaurants in Tokyo's Ginza, the most expensive item on the bill might be otoro tuna, but what the entire shop can't do without is the shiso leaf underneath the sashimi.
90% of Japan's premium shiso leaves come from a few family farms in Izu. When a typhoon hits and the farms close, all the kaiseki restaurants in Ginza have to shut down that day.
A bottleneck point is something like that. Usually unmentioned, but if a problem arises, everyone is finished.
Serenity's working method is the exact opposite of mainstream Wall Street analysts.
Sell-side analysts look down from big companies; he works backward from bottleneck points. He draws his own supply chain maps, starting from Nvidia H100 clusters and working backward layer by layer to the deepest narrow passages. He uses AI to challenge himself, often saying, 'I make Gemini challenge my thesis,' feeding his research to AI to play the devil's advocate.
Using stocks from the US, Taiwan, Europe, and Japan, he mapped out a complete global bottleneck point map for the AI era.
Each node is a potential Strait of Hormuz. Every geopolitical event, every earnings report, every export control measure, he can find the corresponding coordinate on his map and then vote with his portfolio.
Recently, he has extended his radar to rare earths and humanoid robots. The investment logic remains a continuation of before: find narrow passages, find monopolies, find the links that, if broken, spell disaster for everyone.
This is something most Wall Street sell-side analysts can't do. They are siloed by department: TMT analysts don't cover materials, materials analysts don't cover optics, optics analysts don't cover geopolitics.
His most frequent saying is, 'My earliest views are usually the ones that get criticized the most.'
Is He the God of Retail Investors, or Just Another Glorified Gambler?
Writing up to this point, the tone must shift.
Strip away all the unverifiable aspects of Serenity: completely anonymous identity, no photos, real name, or institutional background to check.
'Rejected Nvidia's AI team offer at $6 per share,' 'Nature paper,' 'RISC-V Foundation member'—all self-reported.
Self-reported performance, no audit, no third-party reconciliation. Highly concentrated portfolio, mostly small to mid-cap non-consensus stocks with poor liquidity. Retail followers can easily enter at the wrong time.
Among financial KOLs over the past decade, those with unverified identities, self-reported performance, and rampant copy-trading culture mostly ended badly.
But there are a few things about Serenity that are different.
So far, he hasn't sold courses, run copy-trading groups, offered training, or charged for high-priced subscriptions. Core research is freely public on X. He doesn't take ads, drive traffic, or work with MCNs.
Currently, he doesn't qualify as a scammer. But he shouldn't be treated as a god either.
Of course, an anonymous person banned from a forum, getting over 150,000 people, including Wall Street hedge funds, to work for him for free, validating his arguments, disseminating his research, translating his posts.
That is also legendary in its own right.
