💡 Core Introduction The top dimensional strike in the US stock RWA circle is here! If you have been following the X platform or various hardcore Web3 investment research communities recently, you must have heard of the "White Haired Stock God" — Serenity!
This legendary figure from Reddit WallStreetBets (WSB), former AI research scientist, and core member of the RISC-V Foundation has now transformed into a hall-of-fame independent analyst focusing on the global AI/semiconductor supply chain.
He boasts over 816,000 highly loyal hardcore geek followers on the X platform, and when questioned by a Twitter user the day before yesterday, he directly responded by throwing out a jaw-dropping asset screenshot: “Talk is cheap, show me your account. My portfolio has been disappointing this week; I’m currently up only +3,612.10% YTD.”
Calling 3,612% (with a peak of over 4,500%, nearly 45 times) “disappointing” triggered a massive earthquake in the Chinese community! Even more exciting for Aster Ronin adventurers is that — this White Haired Stock God directly mentioned in his lengthy article the core “AI computing power supply chain chokepoint” wealth codes $AXTI and $AAOI, which have already been quickly packaged and launched by Aster, with a maximum support of 20x leverage and seamlessly counted into the 1.2x trading points blitz campaign!
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🧱 Unveiling the 'Chokepoint Investment Method' with 45 times in a year! Why focus on InP substrates and CPO optical modules?
Most retail investors diving into AI concepts only blindly chase NVIDIA, whose market value has reached an insurmountable height with no cost-performance ratio. However, Serenity has established a globally renowned “Chokepoint Investment Method (Supply Chain Chokepoint Thesis)” based on a scientist's underlying logic:
💡 Core Logic: First, identify a trend that is 100% sure to happen (such as the insane expansion of global large models for AI computing power clusters by 2026), then target the upstream portion of the supply chain, mining for those “extremely limited supply, high technology barrier, completely irreplaceable, but currently very low market attention” chokepoint segments. If this chokepoint segment encounters problems, even giants like NVIDIA, Google TPU, Microsoft Maia, and Amazon would halt completely. Anticipating this before the market notices is the absolute secret to making dozens of times in profits!
The biggest bottleneck of this AI computing power expansion is not GPU, but CPO (Co-Packaging Optics) and InP (Indium Phosphide) substrates! As the Blackwell series chips roll out in 2026, the transmission rates of traditional copper wires and optical modules are nearing physical limits; the data interconnection within AI clusters must fully evolve towards “photonics/optical interconnection.” This is precisely why the White Haired Stock God dares to heavily invest at the bottom edge in these two core wealth anchors:
🌌 Dissecting the White Haired Stock God's divine beneficial targets! Aster 20x lightning opening.
With these two hardcore targets, crowned by the stock god's YTD +3612% performance, now landing on Aster, their underlying business capabilities are terrifying:
1. 💎 $AXTI (AXT Inc) — The stock god's award-winning piece, the classic “ultimate throat chokepoint” for AI computing power.
This is Serenity's core and proudest ironclad recommendation, also the Holy Grail target that made him famous early on Reddit (once soaring nearly 10 times from about $14).
Company's blood-generating plain language: If AI optical interconnection is likened to the future high-speed rail, then the InP (Indium Phosphide) high-purity semiconductor substrates produced by AXTI are the only special steel for laying all lines of tracks! It is the absolute dominator of the global InP substrate market share. Whether it’s NVIDIA's latest supercomputer network architecture or customized AI chips from various Hyperscaler giants, their underlying optoelectronic converters must use it. If AXTI's supply tightens, the global AI infrastructure progress is directly halved, representing a typical “small market cap, big chokepoint, scary elasticity” superb RWA.
2. 📡 $AAOI (Applied Optoelectronics - Blue Chip Optoelectronics) — Stock god admits significant retracement, just the core of CPO on the left side of the golden opportunity.
On June 11, when Serenity showcased +3612% YTD earnings, he took the initiative to mention that while profits are exploding this year, there has also been a significant retracement, and $AAOI is exactly the learning case causing this recent retracement, as he is continuously “tweaking pricing strategies.”
The backbone of data center optical modules and the CPO supply chain. The market often misjudges quality assets when faced with airdrops and macro expectation adjustments, but the stock god chooses to publicly hold and discuss, which indicates that the certainty of his underlying CPO orders remains unshakeable. During this retracement period, big traders are counter-cyclically researching pricing, precisely providing on-chain investors with the opportunity to buy at the cheapest price, sharing "joys and sorrows" with the White Haired Stock God on the golden left side!
(Note: With the launch of these two core chokepoints, combined with Aster's previous deployments of AI/semiconductor giants $MRVL (Marvell Technology), $ARM, and high-speed network connection pioneer $CRDO, Aster has successfully completed a holographic replication of the White Haired Stock God's private “AI Blood Supply Chain Holdings” on-chain!)
“Retail investors look at the news when trading stocks, while the stock god dissects codes in trading. Serenity is able to earn 36 to 45 times in a year because when everyone knew nothing about InP substrates, he was coldly crouching at the bottom.
Now $ASTER has just withstood a 95M airdrop sell-off, with the market stable as a rock, and the next unlock is not until November, during an absolute 'bad news is out, valuation is depressed' period. At this juncture, Aster has done the perfect SpaceX equity Rebase for maintaining fairness, and might even directly issue 'real stock dividends', now bringing the White Haired Stock God's private holdings $AXTI and $AAOI onto the chain.
In a few days, when the market stabilizes and the White Haired Stock God's CPO matrix completes its adjustment, pulling out a powerful rise, the entire crypto circle will be shocked by the foresight of the Aster adventurers!”
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