Odaily reported that Serenity, also known in Chinese crypto and trading circles as the “white-haired stock god,” posted on X to review a series of investment ideas that had faced strong criticism when they were first shared. His core message was that many original investment theses meet resistance in their early stages, but the final test is not the anger expressed on social media platforms. In his view, the market is the judge of whether an idea is right or wrong.
AXTI, RPI and SIVE as Examples of Early Pushback
Serenity first pointed to $AXTI. According to his post, the company was once questioned as a “scam company” in the early stage, and discussions related to the stock even led to him being banned from Reddit’s WSB forum. He said that the thesis later received support from Reuters coverage, the performance of companies in the indium phosphide wafer, or InP substrate, industry, and validation from institutional investors.
He also cited $RPI, which he said was initially labeled by the market as a “meme stock.” Analysts at the time believed the company lacked fundamentals. However, its financial report showed that expected future revenue growth had reached 58%, and the company was later re-evaluated as a high-growth AI hardware company. Another case mentioned was $SIVE, which had also been treated by many investors as a “meme stock.” Serenity said it later received support from institutional buying, including attention from Fidelity Research and JPMorgan Chase, and announced cooperation with companies such as Jabil and GlobalFoundries.
Other Disputed Calls Serenity Listed
Serenity wrote: “The market will ultimately decide what is right or wrong, not angry comments or posts on X (formerly Twitter).” He added that as investment theses are verified one by one, the eventual market performance will outweigh early noise. In the same post, he listed additional examples that he said had been questioned before later receiving market recognition.
The examples included $AAOI, which was questioned near $30 over whether its management was “trustworthy”; $LITE, which was viewed at $300 as part of a bubble in the photonics industry; $RKLB, which was viewed at $20 as only a low-revenue launch company; and $HOOD, which faced negative views at $20 because of the GameStop trading restriction incident.
Serenity also mentioned $IQE, which had been described as only a small British company lacking cooperation in the photonics field; $SOI, which European bank analysts considered overvalued; $NBIS, which was questioned for having no competitive moat; $INTC, which the market believed could not compete with TSMC; $MRVL, where the market worried that Broadcom was taking its ASIC market share; $AEHR, whose financial report was misread by the market as showing a lack of revenue; and $EWY, which was viewed as being tied to a bubble in the South Korean semiconductor cycle.