Unveiling the “White-Haired Stock Guru” Serenity: Spiritual Comfort for Anxious Retail Investors

Original by Odaily Planet Daily (@OdailyChina)

Author: Golem (@web3_golem)

In the A-share market, "White-Haired Stock Guru" Serenity has become an absolute sensation.

From June 5 to June 9, Serenity successively "called out" three A-shares on the X platform: Leaderdrive (a concept stock in embodied intelligent robotics), EASTR (a concept stock in digital-new energy), and Innolight (a leading optical module stock). The stock prices of the first two were directly pulled to a 20% daily limit rise on the same day, and Leaderdrive's June increase has already exceeded 30%.

The reason Serenity has such strong "order-flow capability" is that before entering the sight of domestic A-share investors, he had already gained extremely high popularity within international retail investor communities.

Serenity's investment characteristic is to screen out small monopoly enterprises within the AI industry chain that are not fully priced, based on the "Chokepoint Investment Method." Since the over 16 stocks he has called out have all achieved a return on investment exceeding 100% this year, and his personal latest year-to-date return on investment has surpassed 3612%, combined with his professional identity as a former AI research scientist and his rigorous analysis of the AI industry and favored companies each time, Serenity has accumulated a large group of loyal retail fans in Europe, the US, Japan, and South Korea. The number of subscribers to his X account surpasses Musk, ranking first on the platform. Therefore, his influence on a single stock's price fluctuation exceeds that of an average stock analyst.

For instance, on May 27, Serenity posted on X platform announcing that he had completed building a position in the European stock XFAB at a market cap of $1.28 billion. The price of XFAB was subsequently driven up all the way, reaching an intraday high of 77% in a single day, with the stock price peaking at €13.13. Thereafter, XFAB's stock price began to decline continuously, currently trading at around €8.8, returning to the level before Serenity's call.

The very next day after causing the sharp fluctuation in XFAB's stock price, Serenity posted in Chinese on the X platform, saying, "Seeing so much support from the Chinese community... maybe just for fun, I might start writing about my views on two Chinese stocks."

Thus began a storm sweeping through the A-share market.

Disturbing the A-Share Market Without Holding Positions, Just for Fun?

In hindsight, the two stocks Serenity mentioned were Leaderdrive and EASTR.

On June 5, Serenity posted in Chinese, specifically emphasizing "written especially for my Chinese readers," stating that Leaderdrive (LeaderDrive, 688017, ¥57.73 billion market cap) was his most favored Chinese listed target when laying out positions in the humanoid robot track. The main reason was that it holds an absolute dominant position in the supply chain for certain robot components, with over 60% domestic market share and more than 1,800 global customers.

This post has been viewed over 4 million times so far and has been reposted to multiple domestic social platforms. Leaderdrive's stock price hit the 20% daily limit rise on June 5. As of June 10, within just 4 trading days, the stock price had increased by over 30%.

On June 8, the same market script played out again. Serenity published a crowdsourced list of "800V DC" concept stocks containing over 30 companies on the X platform, including the A-share company EASTR. The news quickly spread domestically, and EASTR's stock price hit a 20CM daily limit rise within an hour. As of June 10, its increase also exceeded 30%.

Serenity himself was even surprised, posting in amazement: "Everyone knows this is just a crowdsourced list, right? How did 300376 (EASTR) go up 20%?"

He quickly followed up with another post saying, "These are all stocks recommended by fans, not my personal recommendations," attempting to distance himself.

Besides these two stocks, Serenity also mentioned a third A-share, Innolight, on June 9, stating that Innolight was the only Chinese listed company he invested in last year. However, because some AI mistranslated "Innolight" as another A-share listed company, Inno Laser, it caused Inno Laser's stock to soar nearly 10% within 10 minutes. This "blooper incident" also reveals the FOMO towards Serenity among retail investors: "Blindly following, only asking what to buy, afraid of missing the boat."

Serenity's actions quickly caught the attention of domestic financial media and securities analysts, who began speculating about his purpose for "cross-border stock touting." On June 9, China Association of Financial Futures (CAFF) published a lengthy article warning domestic investors to be wary of overseas information backflow, stating that if Serenity's sharing involves profit-sharing, the behavior would be a classic case of "export-to-domestic cross-border stock touting," which bears legal liability. Some domestic securities analysts even publicly vented on their social circles, saying, "These guys are doomed, thinking they can run wild just because they've gone abroad."

Facing domestic media's accusations of "pump and dump," Serenity responded that calling out A-shares was merely because he thought "foreigners can bring a different perspective to the A-share market," and also stated that "although I really like Leaderdrive, I do not hold its stock." Perhaps, as he said at the beginning, the initial intention behind all this was just for fun.

Serenity appears to be a "philanthropist." He emphasizes that he doesn't do any paid promotion or marketing, and the only thing he pays for is a $1 monthly subscription service. He is not a member of any institution or the Illuminati. His reason for continuously sharing for free is his belief that the stock market is a positive-sum game. He hopes retail investors can buy quality stocks without joining any expensive paid communities, and even before institutions enter. He claims to be promoting information democratization.

In the investment field, one should not deify any individual excessively. Serenity may not seek profit, but he certainly seeks fame. Since starting to call out A-shares on June 5, Serenity's follower count has surged again by over 200,000. As of June 11, his follower count on the X platform has exceeded 810,000, and his account subscription count has grown to 54,000, leaving Musk (46,000) in the dust. With such a massive subscriber base, even at a price of $1, Serenity's monthly fixed income reaches $54,000, translating easily to an annual income of over a million RMB.

Serenity's pinned posts all celebrate his account subscriber count surpassing Musk, calling it his goal. For an anonymous account to wield such influence and attention, investors are even more curious about his true identity. Behind this account, is there just one person, a team, or even an AI?

Highly Likely a Chinese Person Living in Japan?

Serenity explains that his reason for remaining anonymous is to be able to freely express his ideas online. He mentioned that when he first posted negative views on IREN (a Nasdaq-listed stock), he received real-life threats and harassment from dozens of accounts, hence he continues to stay anonymous.

Nevertheless, the community has gradually pieced together an image of Serenity from various fragments of information gathered. It is highly probable that he is a Chinese person living in Japan.

In late May, Serenity revealed some personal information. He described himself as quite international, currently studying Japanese in Japan. Because he previously lived in mainland China for a while and frequently travels to Taiwan, he knows a bit of Chinese. Additionally, he played football for two or three years in Mexico and traveled specifically to South Korea to play League of Legends... His life seems quite comfortable.

Serenity has lived in Japan for at least half a year. In late 2025, he frequently posted photos of his life in Japan on the X platform. However, since gaining popularity, he rarely mentions his personal life.

Serenity in Japan

Serenity is a high-frequency poster, averaging 9 to 10 posts daily, with peaks exceeding 20. Using AI to analyze his daily posting frequency, there is an absolute quiet period of about 5 hours each day, which likely corresponds to his rest or sleep time. This timeframe roughly aligns with the early morning hours (3:00 to 8:00) in Asian time zones (UTC+8, UTC+9). Combined with the information above, Serenity's location can be basically pinpointed to Japan.

The community tends to believe Serenity is of Chinese ethnicity, but Serenity emphasizes that English is his native language. The majority of his posts remain in English, and his occasional use of Chinese posts seems solely to cater to his Chinese-speaking fans. Furthermore, if one counts the number of posts in different languages, his Japanese post count is even higher than Chinese.

Considering Serenity's early experiences—being active on Reddit's WSB (Odaily note: Wall Street Bets is the largest retail investor trading community in the US) before moving to X, once turning down an offer from NVIDIA's AI team in 2018, and being covered by renowned overseas media like Bloomberg and Reuters—it essentially rules out the possibility of Serenity being Chinese.

Serenity's anonymous identity, opaque investment returns, and excessive thirst for influence are all amplifying market controversy around him. Interestingly, everyone who questions him also keeps refreshing his homepage.

Stock investing has always been about eras and their idols—Buffett, Cathie Wood, Roaring Kitty. Every era has its spiritual totem. A bull market amplifies both returns and beliefs. As more and more people start making money, we always look for someone who can "scientifically explain the bubble." Serenity might just be an outward projection of the sentiment in this AI bull market—mysterious, professional, successful, fitting the public's full imagination of a "stock god."

But next to the altar lies the guillotine, because when the market turns, the market will again look for someone to blame for the losses. At that time, Serenity might also be the most suitable candidate. History repeats itself; the market always moves forward. People love to create gods and are adept at destroying them. As for who Serenity really is, it probably doesn't matter that much anymore.