「Stock God」 Serenity Screams 190 Times! Three AI Chip Stocks Skyrocket, with the highest surging 19.6 times

BlockBeats News, May 26th - Rising star "Small-Cap Tech Stock God" Serenity, as a highly influential veteran trader in the Reddit WallStreetBets community, has seen a cumulative investment return of over 38x since 2026. His publicly shared stock picks have repeatedly captured the market's attention, with a total of 35 "small-cap tech stocks" recommended. Only 4 of them have decreased after his recommendation, while most have seen gains of several times or even over tenfold. Serenity's three core stock picks - SIVE, AAOI, AXTI - have all achieved remarkable growth after his recommendations, showcasing Serenity's precise insight into NVIDIA's AI chip industry chain "Chokepoint."

SIVE (Sivers Semiconductors) is the most frequently mentioned stock by Serenity, recommended a total of 190 times. Since his initial recommendation on March 16, 2026, the stock has surged by 19.6x. The company focuses on CPO lasers and is an indispensable upstream core component supplier in the AI photonics field.

AAOI (Applied Optoelectronics) has also been a key focus of Serenity, mentioned 123 times. Initially recommended on January 26, 2026, at a price of $35.57, it has since grown by 5.10x, with the latest price at $181.49. As a leading player in the optical transceiver sector, AAOI is a crucial "screw" in AI data center high-speed optical modules.

AXTI (AXT Inc.) has been recommended by Serenity 70 times. Initially recommended on December 26, 2025, at $15.61, the stock has since surged by 9.02x, with the latest price at $140.83. The company focuses on InP substrate materials and is the upstream material leader with high technological barriers in the compound semiconductor industry chain.

Serenity's research framework focuses on the key supporting links in the NVIDIA AI chip industry chain. By thoroughly examining the indispensable "screw" type components in the chip manufacturing and packaging process, he precisely identifies the key bottlenecks in the supply chain and then explores upstream "small-cap tech stocks" with scarcity and bargaining power for investment.