Original | Odaily Planet Daily (@OdailyChina)
Author | Golem (@web3_golem)
In the A-share market, the "White Hair Stock God" Serenity has completely exploded.
From June 5 to June 9, Serenity successively "called out" three A-shares on the X platform, namely the embodiment intelligent robot concept stock Lude Harmon, the smart new energy concept stock Yishite, and the optical module leader Zhongji Xuchuang. The stock prices of the first two were pulled up straight to a 20cm limit on the same day, and Lude Harmon’s increase in June has exceeded 30%.
The reason Serenity has such a strong "calling ability" is that before he entered 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 filter out small monopolies in the AI industry chain that are not fully priced based on the "Chokepoint Investment Method." Due to the over 16 stocks he called out having investment returns exceeding 100% this year, his personal latest investment return rate is over 3612%. Coupled with his previous professional identity as an AI research scientist and rigorous analysis of the AI industry and promising companies, Serenity has accumulated a large number of loyal retail fans in Europe, America, and Japan, and his X account subscriber count exceeded Musk, ranking first on the platform. Therefore, his influence on a stock’s price fluctuations surpasses that of ordinary stock analysts.
On May 27, Serenity posted on the X platform announcing that he had completed building positions in the European stock XFAB at a market value of $1.28 billion, which led to a swift increase in XFAB’s stock price, with a daily intraday increase of up to 77%, peaking at 13.13 euros. After that, the XFAB stock price began to decline steadily, currently reported at about 8.8 euros, having returned to the level before Serenity's call.
On the day after the drastic fluctuation in XFAB’s stock price, Serenity posted in Chinese on the X platform, saying, "Seeing so many Chinese communities supporting... maybe just for fun, I’ll start writing my views on two Chinese stocks."
Thus began a bloody storm sweeping the A-share market.
Disturbing the A-share market yet not holding positions, just for fun?
In retrospect, the two stocks Serenity mentioned are Lude Harmon and Yishite.
On June 5, Serenity posted in Chinese and specifically emphasized "especially written for my Chinese readers," stating that Lude Harmon (LeaderDrive, 688017, 57.73 billion RMB) is his favorite listed Chinese company in the humanoid robot sector, mainly because it holds an absolute dominant position 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 platforms. On June 5, Lude Harmon’s stock price triggered a 20% limit up, and by June 10, in just 4 trading days, the stock price increase exceeded 30%.
On June 8, the same market script was played again. Serenity released a crowdsourced list of "800V DC" concept stocks on the X platform, including the A-share company Yishite. The news quickly fermented domestically, and Yishite’s stock price hit a 20cm limit up within an hour, also exceeding 30% increase by June 10.
Serenity himself was even surprised, posting, "Everyone knows this is just a crowdsourced list, how did 300376 (Yishite) go up 20%?"
He then posted, "These are all stocks recommended by fans, not my personal recommendation," trying to distance himself from the situation.
In addition to these two stocks, Serenity also mentioned a third A-share, Zhongji Xuchuang (Innolight) on June 9, stating that Zhongji Xuchuang is the only Chinese listed company he has invested in last year. However, some AIs mistakenly translated "Innolight" as another listed company, Yingnuo Laser, which led to Yingnuo Laser being pulled up nearly 10% within 10 minutes due to this "misunderstanding," showing the retail investors' FOMO towards Serenity, "blindly asking what to buy, afraid of missing the hot stocks."
Serenity’s actions quickly attracted the attention of domestic financial media and brokerage analysts, who speculated about his purpose in "cross-border hype." On June 9, Caixin published a long article reminding domestic investors to beware of overseas information flooding back in. If Serenity's shares involve profit-sharing, then this action would be a classic example of "exporting hype back to domestic markets," requiring legal responsibility. There were even domestic brokerage analysts who publicly expressed anger in their friend circles, saying, "These guys will be done for sooner or later, thinking they can get away with it abroad."
In response to domestic media questioning him about "scalping," Serenity stated that calling out A-shares is merely to provide a "different perspective" for foreigners on A-shares, and also mentioned that "while he likes Lude Harmon, he does not hold its stocks," perhaps as he initially said, the purpose of doing all this is just for fun.
Serenity appears to be like a "charity worker," emphasizing that he does not engage in any paid promotion or marketing, and the only paid thing is a $1 monthly subscription service. He is not from any institution or member of a secret organization. The reason for his ongoing free sharing is that he believes the stock market is a zero-sum game process, and he hopes retail investors can buy good stocks without joining any expensive paid community, even before institutions enter. He claims he is promoting information democratization.
In the investment field, one should not overly deify any individual; Serenity may not seek profit, but he certainly seeks fame. Since June 5, when he started calling A-shares, Serenity’s follower count has surged by over 200,000. By June 11, his followers on the X platform exceeded 810,000, with account subscriptions rising to 54,000, surpassing Musk (46,000). With such a large number of subscribers, even at a price of $1, Serenity's monthly fixed income reaches $54,000, easily earning over a million RMB annually.
Serenity's pinned post celebrates his subscriber count surpassing Musk, claiming this as his goal. A pseudonymous account having such high influence and attention raises curiosity about the true identity behind it; is it an individual, a team, or even just an AI?
Most likely a Chinese person living in Japan?
Serenity explained that the reason for maintaining anonymity is to freely express thoughts online. He stated that when he first published negative opinions on IREN (a Nasdaq-listed stock), he received threats and harassment from dozens of accounts in real life, which is why he continued to remain anonymous.
Nevertheless, the community has slowly pieced together Serenity's image from collected bits of information, and it is highly likely that he is a Chinese person living in Japan.
Serenity revealed some personal information at the end of May, stating that he is quite internationalized, currently learning Japanese in Japan. Having lived in mainland China for a period and frequently visiting Taiwan, he knows some Chinese; additionally, he played soccer in Mexico for two to three years and specifically went to Korea to play League of Legends… his life appears to be quite comfortable.
Serenity has lived in Japan for at least half a year. By the end of 2025, he frequently shared pictures of life in Japan on the X platform, but since gaining popularity, he has rarely mentioned personal life.
Serenity in Japan
Serenity is a high-frequency poster, averaging 9 to 10 posts daily, peaking at over 20 posts. AI statistics show that his account has about 5 hours of absolute silence time each day, which is likely the time Serenity rests or sleeps, coinciding with the early morning hours of certain Asian time zones (UTC+8, UTC+9) from 3:00 to 8:00 AM. Combining the previous information, Serenity’s location can basically be locked to Japan.
While the community tends to believe Serenity is a Chinese person, he emphasizes that English is his mother tongue. Most of his posts are still predominantly in English, and he occasionally uses Chinese posts seemingly just to cater to Chinese fans. Moreover, when counting posts in different languages, his Japanese posts even outnumber his Chinese ones.
Additionally, considering Serenity’s earlier experiences prior to transitioning to X, he was active on Reddit WSB (Note: Wall Street Bets is the largest retail trading community in the US), and in 2018 rejected an offer from Nvidia’s AI team, having been reported by well-known overseas media like Bloomberg and Reuters. Therefore, the possibility of Serenity being Chinese can be largely eliminated.
Serenity’s anonymous identity, opaque investment returns, and excessive desire for influence are increasing market controversies about him. Interestingly, all those who question him are continuously refreshing his homepage.
Stock investment has always been a matter of one generation producing one legend: Buffett, Cathie Wood, Roaring Kitty; each era has its own spiritual totem. A bull market amplifies returns and also amplifies 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 an outward projection of the sentiment during this AI bull market: mysterious, professional, successful, aligning with the public's complete imagination of a "stock god."
However, beside the altar is the guillotine. When the market turns, people will look for someone to hold accountable for the losses, and Serenity might also be the most suitable candidate then. History repeats itself; the market always moves forward. People like to create gods and are also skilled at "destroying gods." As for who Serenity actually is, it probably doesn’t matter as much now.
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