The "new stock god" Serenity shouted 190 times! All three AI chip "screw" stocks skyrocketed, with a maximum gain of 19.6 times
BlockBeats news, on May 26, the up-and-coming "small-cap tech stock god" Serenity, a highly influential senior trader in the Reddit WallStreetBets community, has achieved a cumulative investment return of more than 38 times since 2026. The stocks Serenity called out publicly have repeatedly become market hotspots, with a total of 35 "small-cap tech stock" investment targets announced; only 4 of these declined after being called, while most have recorded gains of several times, even more than tenfold. The three core stocks Serenity highlighted—SIVE, AAOI, and AXTI—all saw astonishing increases after being called, showcasing Serenity's precise insight into the NVIDIA AI chip industry chain "Chokepoint" (key bottleneck).
SIVE (Sivers Semiconductors) is the stock most frequently mentioned by Serenity, with 190 calls in total. Since Serenity's first public recommendation on March 16, 2026, it has soared 19.6 times. The company specializes in CPO lasers and is an indispensable upstream core component supplier in the AI optical interconnect field.
AAOI (Applied Optoelectronics) has also been heavily mentioned by Serenity, with 123 calls. When first recommended on January 26, 2026, its share price was $35.57. It has now achieved a 5.10-fold increase, with the latest price at $181.49. As a leading company in the optical transceivers field, AAOI is a key "screw" in the high-speed optical modules for AI data centers.
AXTI (AXT Inc.) was called out by Serenity 70 times. When first publicly recommended on December 26, 2025, its share price was $15.61, and it has since soared 9.02 times (+802.2%), with the latest price at $140.83. The company focuses on InP substrate materials and is a leading upstream supplier with extremely high technical barriers in the compound semiconductor industry chain.
Serenity's research framework focuses on the key supporting segments of the NVIDIA AI chip supply chain. By delving into the indispensable "screw"-type components in the chip manufacture and packaging process, Serenity precisely identifies critical bottlenecks in the supply chain, and thus selects upstream "small-cap tech stocks" that have scarcity and bargaining power for investment.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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Interpretation - What is the low-frequency spectrum obtained by SpaceX for Starlink Mobile?
Harshita Mary Varghese, Reuters, October 9 - SpaceX SPCX.O has agreed to acquire a portfolio of low-band spectrum licenses covering the entire United States, in a deal reportedly valued at $8 billion. The company is seeking to expand its business beyond satellite internet and become a major competitor in the U.S. mobile market. SpaceX revealed its plans to enter the mobile service sector during its first earnings call in August. This announcement briefly weighed on the company’s stock price, and shares of the three major U.S. wireless carriers—AT&T, T-Mobile, and Verizon—were also affected as investors assessed the potential competitive threat. What is low-band spectrum? Low-band spectrum refers to radio waves that travel further and penetrate buildings better compared to higher frequencies, making them suitable for wide-area mobile network coverage. In contrast, mid-band and high-band spectrums can transmit more data at faster speeds but have a smaller coverage area. SpaceX has agreed to purchase up to 14 MHz of paired 800 MHz low-band spectrum licenses from Grain Management and plans to develop a hybrid architecture for Starlink Mobile, combining terrestrial infrastructure with satellite connectivity. How is the U.S. spectrum licensing system structured? Commercial spectrum is a scarce resource in the U.S., regulated by the Federal Communications Commission (FCC), which typically allocates licenses for specific frequencies and geographic areas via auctions or other authorization processes. License holders must comply with technical rules and deployment requirements, and transfers of licenses usually require regulatory approval before obligations are fulfilled. The spectrum license deal recently struck by SpaceX is pending FCC approval. Which low-band spectrum do the three major carriers hold? AT&T’s low-band spectrum includes the 700 MHz and 850 MHz bands, as well as 600 MHz spectrum licenses acquired this July through the purchase of EchoStar. Verizon holds spectrum in the 700 MHz and 850 MHz bands, while T-Mobile’s low-band holdings include 600 MHz and 700 MHz spectrum. What are the plans for STARLINK MOBILE? The company plans to integrate these spectrum licenses into its next-generation satellite system, while also deploying terrestrial radio equipment and antennas on communication towers and rooftops. The FCC this week approved Starlink Mobile’s application for its second-generation (Gen2) satellite constellation, authorizing SpaceX to launch 15,000 satellites globally optimized for the 2 GHz spectrum.

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