Original | Odaily Planet Daily(@OdailyChina)
Author|Golem(@web 3_golem)
In the A-share market, the 'White-haired Stock God' Serenity has completely exploded in popularity.
From June 5th to June 9th, Serenity successively "called" three A-shares on the X platform: LeaderDrive, a concept stock for embodied intelligent robots, Easy Sight, a concept stock for digital intelligence new energy, and Innolight, a leading stock in the optical module sector. The stock prices of the first two were straight-line pulled to a 20cm limit-up on the same day, and LeaderDrive's June gain has already exceeded 30%.
The reason Serenity has such strong "call-signaling ability" is that before entering the sight of domestic A-share investors, he had already gained extremely high recognition in international retail investor communities.
Serenity's investment characteristic is to screen out small monopolistic enterprises on the AI industry chain that are not fully priced according to the "Chokepoint Investment Method." Because the over 16 stocks he called this year have all achieved investment returns exceeding 100%, with his personal year-to-date investment return exceeding 3612%, combined 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 amassed a large number of loyal retail fans in Europe, America, Japan, and South Korea. His X account subscriber count surpasses that of Elon Musk, ranking first on the platform. Therefore, his influence on a stock's price fluctuations also exceeds that of ordinary stock analysts.
For example, on May 27th, Serenity posted on the X platform announcing that he had completed building a position in XFAB on the European stock market at a market cap of $1.28 billion. XFAB's stock price was subsequently pushed higher, with an intraday peak increase of 77%, reaching a high of 13.13 euros. After that, XFAB's stock price began a continuous decline, currently reporting around 8.8 euros, having returned to the level before Serenity's call.
The day after causing significant volatility in XFAB's stock price, Serenity posted on the X platform in Chinese, saying, "Because I see so much support from the Chinese community... maybe for fun, I'll start writing about my views on two Chinese stocks."
A storm sweeping through the A-share market thus began.
Disrupting the A-Share Market Without Holding Positions, Just for Fun?
In hindsight, the two stocks Serenity mentioned were LeaderDrive and Easy Sight.
On June 5th, Serenity posted in Chinese, specifically emphasizing "written especially for my Chinese readers," stating that LeaderDrive (688017, 57.73 billion RMB) was his most favored listed Chinese target while deploying in the humanoid robot 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 secondarily 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 related to the "800V DC" concept on the X platform, which included the A-share company Easy Sight. The news quickly fermented domestically, and Easy Sight's stock price happily received a 20CM limit-up within an hour. By June 10th, its gain also exceeded 30%.
Even Serenity himself was surprised, posting in wonder, "Does everyone know this is just a crowdsourced list, right? How did 300376 (Easy Sight) rise 20%?"
He immediately followed up with another post stating, "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 that Innolight 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, Inno Laser was violently pulled up nearly 10% in 10 minutes. This "mistaken identity" incident also reveals retail investors' FOMO (Fear Of Missing Out) towards Serenity himself, "blindly 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 long article reminding domestic investors to be vigilant about overseas information backflow. If Serenity's sharing involves profit-sharing, then the behavior is classic "export-for-domestic-sale-style cross-border stock promotion," which carries legal liabilities. Some domestic securities analysts even angrily posted on their social media circles, "These bastards will get their comeuppance sooner or later, thinking they can act lawlessly just by running abroad."
Facing domestic media's questioning about him "harvesting retail investors," Serenity responded that calling A-shares was just because he believed "foreigners could bring a different perspective to A-shares." He further stated, "Although I really like LeaderDrive, I don't hold its stock." Perhaps, as he initially said, the original intention for doing all this was just for fun.
Serenity appears like a "philanthropist." He emphasizes that 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 process. 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 call A-shares on June 5th, Serenity's follower count has surged by over 200,000 again. As of June 11th, his X platform follower count exceeds 810,000, and account subscribers have grown to 54,000, leaving Musk (46,000) behind. With such a large subscriber base, even at a price of $1, Serenity's monthly fixed income reaches $54,000, easily earning millions of RMB annually.
Serenity's pinned posts are all celebrating his account subscriber count surpassing Musk, calling it his goal. An anonymous account having such high influence and attention makes investors even more curious about his real identity. Behind this account, is it an individual, a team, or even just an AI?
Very Likely a Chinese Person Residing in Japan?
Serenity explains that the reason for maintaining anonymity 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 chose to remain anonymous.
Nevertheless, the community has slowly pieced together an image of Serenity from various collected fragments of information. It is highly likely he is a Chinese person living in Japan.
Serenity revealed some personal information in late May. He said he is quite international, currently studying Japanese in Japan. Because he once lived in mainland China for a while and frequently traveled to Taiwan, he knows a bit of Chinese. Additionally, he played soccer in Mexico for two or three years and 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 the X platform, but since becoming popular, he rarely mentions his personal life.
Serenity in Japan
Serenity is a high-frequency poster, averaging 9-10 posts per day, peaking at over 20 posts. Analyzing his daily posting frequency with AI shows he has an absolute silence period of about 5 hours each day. This silence period is likely when Serenity is resting or sleeping. This timeframe conveniently corresponds 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 believing Serenity is a Chinese person, but Serenity emphasizes that English is his native language. Most of his posts are still in English. Occasionally posting in Chinese seems to be just to cater to Chinese fans. Moreover, if counting posts in different languages, his Japanese post count is even higher than his Chinese post count.
Combining this with Serenity's early experiences—being active on Reddit WSB (Odaily Note: WallStreetBets is the largest retail trading community in the US) before moving to X, rejecting an offer from Nvidia's AI team in 2018, and being reported by overseas renowned media like Bloomberg and Reuters—it's basically possible to rule out Serenity being a Chinese national.
Serenity's anonymous identity, non-transparent investment returns, and excessive desire for influence are all increasing market controversy about him. But interestingly, everyone who questions him is also constantly refreshing his homepage.
Stock investment has always had its own icons for each era: Warren Buffett, Cathie Wood, Roaring Kitty. Every era has its own spiritual totem. A bull market amplifies returns and also amplifies beliefs. 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's imagination of a "stock god."
But next to the altar is the chopping block. Because when the market turns, people will again want to find someone to blame for the losses, and Serenity might then be the most suitable candidate. History repeats itself, the market always moves forward. People enjoy creating gods and are also skilled at "destroying gods." As for who Serenity really is, it probably isn't that important anymore.
