揭秘"White-Haired Stock Guru" Serenity: The Spiritual Comfort for Anxious Retail Investors

Original | Odaily Planet Daily (@OdailyChina)

Author｜Golem (@web3_golem)

In China’s A-share market, the "White-Haired Stock God" Serenity has taken the world by storm.

Between June 5 and June 9, Serenity posted on X platform to "call out" three A-share stocks: Leaderdrive (a concept stock in embodied intelligent robotics), East Group (a concept stock in digital smart new energy), and Zhongji Innolight (a leading optical module stock). The stock prices of the first two were driven straight to the 20% daily limit on the same day, with Leaderdrive surging more than 30% in June alone.

The reason behind Serenity's strong "calling ability" is that, before entering the sight of domestic A-share investors, he had already gained immense popularity in international retail investor communities.

Serenity's investment strategy is based on the "Chokepoint Investment Method" to identify small monopolistic companies in the AI supply chain that are undervalued by the market. Because the over 16 stocks he has called have all yielded returns exceeding 100% this year, his personal year-to-date return rate has surpassed 3612%. Combined with his professional background as a former AI research scientist and his rigorous analysis of the AI industry and favored companies, Serenity has amassed a loyal following of retail investors in Europe, the US, Japan, and South Korea. His X account subscriber count has surpassed Elon Musk’s, ranking first on the platform. Consequently, his influence on a single stock's price fluctuation exceeds that of typical stock analysts.

For example, on May 27, Serenity posted on X that he had completed building a position in the European stock XFAB at a market cap of $1.28 billion. XFAB's stock price subsequently rose sharply, hitting an intraday high of 13.13 euros on the same day, a peak increase of 77%. Afterward, XFAB's stock price began a continuous decline, currently trading around 8.8 euros, returning to its level before Serenity's call.

On the day following the significant volatility in XFAB's stock price, Serenity posted in Chinese on X, saying, "Because I see so much support from the Chinese community... maybe just for fun, I'll start writing my views on two Chinese stocks."

With that, a storm swept through the A-share market.

Disturbing the A-share market without holding positions, just for fun?

In hindsight, the two stocks Serenity referred to were Leaderdrive and East Group.

On June 5, Serenity posted in Chinese, specifically emphasizing "written for my Chinese readers," stating that Leaderdrive (688017, 57.73 billion RMB) was his most favored Chinese listed target in the humanoid robot sector. His main reason was the company's absolute dominance in the supply chain of certain robot components, holding over 60% of the domestic market share with more than 1,800 global clients.

As of now, the post has been viewed over 4 million times and has been re-shared across multiple domestic social platforms. Leaderdrive's stock price hit the 20% daily limit on June 5. As of June 10, in just four trading days, its stock price has risen over 30%.

On June 8, the same market script played out again. Serenity posted a crowdsourced list of over 30 companies related to the "800V DC power" concept stock on X, which included the A-share company East Group. The news quickly spread domestically. East Group's stock price hit the 20% daily limit within an hour. As of June 10, its gains also exceeded 30%.

Serenity himself seemed surprised, posting, "Everyone knows this is just a crowdsourced list, right? How did 300376 (East Group) go up 20%?"

He immediately 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 stock, Zhongji Innolight, on June 9, claiming it was the only Chinese listed company he invested in last year. However, due to some AI systems mistranslating "Innolight" to another A-share listed company, Inno Laser, the latter surged nearly 10% in 10 minutes. This "blunder" highlights the FOMO among retail investors towards Serenity, blindly asking "what to buy" without due diligence, fearing they might miss out.

Serenity's actions quickly caught the attention of domestic financial media and securities analysts, who began speculating about his motives for "cross-border stock touting." On June 9, the China Financial News published a long article warning domestic investors to be wary of information flowing back from overseas, stating that if Serenity's shares involved profit-sharing, it would constitute a classic case of "export-to-domestic cross-border stock touting," carrying legal liabilities. Some domestic analysts even publicly vented on social media, calling these actions outlandish.

Facing domestic media accusations of "pump and dump," Serenity responded that his A-share calls were merely meant to provide "foreigners with a different perspective on A-shares." He also stated that "although I really like Leaderdrive, I don't hold its stock." Perhaps, as he originally said, his sole intention was for fun.

Serenity appears like a "philanthropist," emphasizing he engages in no paid promotions or marketing. His only paid expense is a $1 monthly subscription service. He claims not to belong to any institution or Illuminati group. He attributes his continuous free sharing to the belief that the stock market is a positive-sum game, hoping retail investors can buy quality stocks without joining expensive paid communities, even before institutions enter. He calls it advancing information democratization.

In the investment world, avoid deifying anyone excessively. Serenity may not seek profit, but he definitely seeks fame. Since starting his A-share calls on June 5, Serenity's follower count has exploded by over 200,000. As of June 11, his X follower count has surpassed 810,000, with subscriptions growing to 54,000, leaving Musk (46,000) behind. With such a massive subscriber base, even at a $1 price point, Serenity's monthly fixed income reaches $54,000, easily generating an annual income of over one million RMB.

Serenity's pinned posts all celebrate surpassing Musk in X subscriber count, calling it his goal. The immense influence and attention garnered by an anonymous account naturally spark curiosity about his true identity. Behind this account, is it one person, a team, or even an AI?

Highly likely a Chinese person living in Japan?

Serenity explains his decision to remain anonymous as a means to freely express his thoughts online. He claims that after first posting negative views about IREN (a Nasdaq-listed stock), he received threats and harassment from dozens of accounts in real life, which prompted him to maintain his anonymity.

Nevertheless, the community has pieced together a profile of Serenity from various fragments of information, strongly suggesting he is a Chinese person living in Japan.

In late May, Serenity shared some personal details, describing himself as quite international. He is currently studying Japanese in Japan, speaks some Chinese from living in mainland China and frequent trips to Taiwan, played football for two to three years in Mexico, and traveled to South Korea to play League of Legends. It appears he lives a remarkably comfortable life.

Serenity has lived in Japan for at least six months. In late 2025, he frequently posted daily life photos from Japan on X, but has rarely mentioned his personal life since becoming famous.

Serenity in Japan

Serenity is a high-frequency poster, averaging 9 to 10 posts daily, with peaks exceeding 20. Analyzing his posting frequency via AI reveals an absolute silent period of about 5 hours daily, likely his sleeping time. This period roughly corresponds to the early morning hours (3:00 to 8:00 AM) in Asian time zones (UTC+8, UTC+9). Combining this with the information above, it is highly plausible to pinpoint Serenity's location to Japan.

The community tends to believe Serenity is ethnically Chinese, but Serenity emphasizes that English is his native language. Most of his posts are in English; his occasional Chinese posts seem solely for engaging with his Chinese fan base. Furthermore, counting posts by language, his Japanese posts outnumber his Chinese ones.

Combined with Serenity's early history—being active on Reddit's WSB (Odaily note: Wall Street Bets, the largest US retail trading community) before moving to X, rejecting an offer from Nvidia's AI team in 2018, and being covered by renowned international media like Bloomberg and Reuters—the possibility of Serenity being Chinese is essentially ruled out.

Serenity's anonymous identity, lack of transparency regarding his investment returns, and intense desire for influence are fueling market controversy around him. Yet interestingly, even those who question him find themselves constantly refreshing his homepage.

Stock investing has always been an era of shifting icons, from Warren Buffett to Cathie Wood to Roaring Kitty. Each era has its spiritual totem. A bull market amplifies gains and faith alike. As more people start profiting, we yearn for someone who can "scientifically explain the bubble." Serenity may simply be the external projection of the sentiment driving this AI bull market: mysterious, professional, and successful, fitting the public's ideal image of a "stock god."

But beside the altar lies the guillotine. Because when the market turns, investors will seek someone to blame for their losses, and Serenity might then become the perfect scapegoat. History repeats itself; the market always moves forward. People love to create gods and are equally skilled at destroying them. As for who Serenity really is, perhaps it doesn't matter as much anymore.