Serenity, an anonymous analyst focused on the AI supply chain, said paid subscriptions on X have climbed to 46,000. In a post published on July 3, the account said it was now only 1,000 subscribers away from surpassing Elon Musk, the current leader.
Serenity joked in the post: “Wow, just 1K subscribers away from passing Elon Musk! Then I’m going to become the No. 1 most subscribed account on all of X? What a funny timeline.” The account has built its following without memes or political commentary, leaning instead on detailed charts and research tied to semiconductors and optical communications.
A bottleneck thesis built around AI hardware
According to the source material, Serenity has a technical background in optical communications and silicon photonics, and has published a paper in Nature. The analyst is best known for a “bottleneck” or “chokepoint” framework that breaks down the AI supply chain from the top down, looking for upstream components that are hardest to replace and most constrained, including substrates and lasers, rather than chasing large-cap names such as NVIDIA or Broadcom.
That approach has been linked to calls on smaller optical and silicon photonics stocks including AXTI, SIVE, and AAOI. The source says Serenity’s peak year-to-date return once exceeded 4,500%, helping the account gain a reputation in Chinese-speaking investor circles and pick up labels such as a “new stock god.”
Anonymous account, growing paid audience
Serenity remains fully anonymous, does not show a face, does not sell courses, does not run a fund, and avoids political topics, according to the report. The account is represented by an avatar of a white-haired anime girl and is known for posting long-form supply-chain analysis and detailed replies, with some research shared publicly at no charge.
The report says Serenity has already passed 570,000 followers on X. As interest in AI computing capacity and optical interconnects has grown in 2026, the account’s mix of technical expertise, supply-chain analysis, and market timing has pushed its subscription count close to the top tier of the platform.