揭秘"Bạch Mao Cổ Thần" Serenity: Liều thuốc tinh thần cho các nhà đầu tư nhỏ lẻ đầy lo âu

Original | Odaily 星球日报 (@OdailyChina)

Author | Golem (@web 3_golem)

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

Between June 5th and June 9th, Serenity "shilled" three A-share stocks on Platform X: Leaderdrive, a concept stock related to embodied intelligent robots; East, a concept stock in digital and new energy; and Zhongji Innolight, a leading optical module manufacturer. The stock prices of the first two were pulled directly to the 20% daily limit on the same day. Leaderdrive's share price has surged over 30% in June.

The reason Serenity possesses such strong "pump power" is that, even before entering the sight of Chinese A-share investors, he had already gained immense popularity within international retail investor communities.

Serenity's investment characteristic is using the "Chokepoint Investment Method" to identify small monopolistic enterprises within the AI industry chain that are not yet fully priced by the market. With over 16 stocks he has publicly recommended achieving over 100% returns this year alone, and his personal year-to-date return exceeding 3612%, combined with his professional background as a former AI research scientist and his rigorous analysis of the AI industry and preferred companies, Serenity has accumulated a large base of loyal retail followers in Europe, the US, Japan, and South Korea. His subscription count on Platform X surpasses Elon Musk, ranking him first on the platform. Consequently, his influence on a stock's price volatility surpasses that of the average stock analyst.

For example, on May 27th, Serenity posted on Platform X announcing that he had completed building a position in the European stock XFAB at a market cap of $1.28 billion. XFAB's share price was subsequently pushed higher, reaching an intraday high of 77% on that single day, with the stock price peaking at €13.13. Thereafter, XFAB's price began a continuous decline, currently trading around €8.8, having returned to pre-shill levels.

The very next day after causing significant volatility in XFAB's stock price, Serenity posted in Chinese on Platform X, stating, "Seeing so much support from the Chinese community... maybe just for fun, I'll start writing my thoughts on a couple of Chinese stocks."

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

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

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

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

This post has been viewed over 4 million times so far and has been reposted to several domestic social platforms. Leaderdrive's stock price hit the 20% limit up on June 5th. As of June 10th, within just 4 trading days, its share price had risen over 30%.

On June 8th, the same market script played out again. Serenity posted a crowdsourced list of over 30 companies under the "800V DC" concept on Platform X, including the A-share company East. The news quickly spread domestically, and East's stock price hit a 20% limit up within an hour. As of June 10th, its increase also surpassed 30%.

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

He then quickly posted again, stating, "These are stocks recommended by followers, not my personal recommendations," attempting to distance himself.

Beyond these two stocks, Serenity also mentioned a third A-share stock, Zhongji Innolight, on June 9th, calling it the only Chinese listed company he invested in last year. However, because some AI models mistranslated "Innolight" into another A-share listed company, Inno Laser, it caused Inno Laser's stock to surge nearly 10% in 10 minutes. This "mistake incident" highlights the FOMO (Fear Of Missing Out) felt by retail investors toward Serenity, acting blindly, asking what to buy, afraid of missing the boat.

Serenity's actions quickly caught the attention of domestic financial media and brokerage analysts, who began speculating about the purpose of his "cross-border stock pumping." On June 9th, Caixin News Agency published a lengthy article warning Chinese investors to be wary of information backflow from overseas. It stated that if Serenity's sharing involved profit sharing, it would be a classic case of "export-to-domestic cross-border stock pumping" and could entail legal liability. Some domestic brokerage analysts even openly vented on their social feeds, criticizing the situation and suspecting impunity due to operating from abroad.

In response to domestic media's questioning of his supposed "pump and dump," Serenity replied that shilling A-shares was merely a belief that "foreigners can bring a different perspective to A-shares." He also stated, "Although I really like Leaderdrive, I do not hold its stock." Perhaps, as he said initially, the original intention was just for fun.

Serenity appears like a "philanthropist," emphasizing he does no paid promotions or marketing. The only paid thing is a $1/month subscription service. He claims not to be part of any institution or the Illuminati, continuously providing free shares because he believes the stock market is a positive-sum game. He hopes retail investors can buy quality stocks without joining expensive paid communities, even before institutions enter. He describes this as promoting access to information.

In the investment world, don't deify anyone. Serenity may not be after money, but he is certainly after fame. Since starting to shill A-shares on June 5th, Serenity's follower count has surged by over 200,000. As of June 11th, his follower count on Platform X exceeded 810,000, with subscriptions growing to 54,000, surpassing Musk (46,000). With such a large subscription base, even at a $1 price point, Serenity's monthly recurring income reaches $54,000, easily earning over a million RMB annually.

Serenity's pinned posts celebrate surpassing Musk in subscriptions, calling it his goal. The immense influence and attention surrounding an anonymous account make investors more curious about his true identity. What lies behind this account? An individual, a team, or even just an AI?

High Probability of Being a Chinese National Living in Japan?

Serenity explains his anonymity is to freely express ideas online. He claims that after first posting negative views about IREN (a Nasdaq-listed stock), he received real-life threats and harassment from dozens of accounts, cementing his decision to stay anonymous.

Despite this, the community has gradually pieced together Serenity's profile from various fragmented bits of information, suggesting he is highly likely a Chinese national living in Japan.

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

Serenity has lived in Japan for at least half a year. In late 2025, he often shared photos of his life in Japan on Platform X, but since becoming famous, he rarely mentions his personal life.

Serenity in Japan

Serenity is a high-frequency poster, averaging 9-10 posts daily, with a peak of over 20. Analyzing his posting frequency with AI shows an absolute silent period of about 5 hours daily, likely his rest/sleep time. This period roughly corresponds to the early morning hours (3:00 to 8:00) in Asian time zones (UTC+8, UTC+9). Combined with earlier information, this effectively locks Serenity's location to Japan.

The community tends to believe Serenity is ethnically Chinese. However, Serenity emphasizes English is his native language. Most of his posts remain in English. Occasional posts in Chinese seem just to cater to his Chinese-speaking followers. Moreover, counting posts by language, his post count in Japanese exceeds that in Chinese.

Combined with Serenity's early history – active on Reddit's WSB (Odaily Note: Wall Street Bets is the largest US retail investor trading community) before moving to Platform X, rejecting an offer from Nvidia's AI team in 2018, and being featured by international media like Bloomberg and Reuters – it's largely possible to rule out Serenity being a native Chinese person.

Serenity's anonymous identity, non-transparent investment returns, and intense desire for influence continue to fuel market controversy around him. However, interestingly, everyone questioning him also finds themselves constantly refreshing his page.

Stock investing has always had its era-defining legends: Buffett, Cathie Wood, Roaring Kitty. Each era has its spiritual totem. A bull market amplifies profits, but it also amplifies beliefs. When more and more people start making money, we yearn for someone who can "scientifically explain the bubble." Serenity might just be the external projection of the sentiment in this current AI bull run – mysterious, professional, successful, fitting the public's entire image of a "stock guru."

But the pedestal is right next to the guillotine. When the market turns, the market will look for someone to blame for the losses. At that time, Serenity might be the most suitable candidate. History repeats itself; the market always moves forward. People love to create gods, and they are also experts at tearing them down. As for who Serenity truly is, it probably doesn't matter as much anymore.