The Trader Who Got Banned on Reddit — Then Built a 428K Following 被Reddit封禁的交易者——随后建立42.8万粉丝

Who is Serenity?Serenity是谁？

Behind the X handle @aleabitoreddit is a former AI research scientist and member of the RISC-V Foundation — someone who claims to have published research in Nature with accuracy surpassing Google DeepMind. He says NVIDIA invited him to lead an AI team; he declined, choosing to trade independently instead. X账号 @aleabitoreddit 背后是一位前AI研究科学家、RISC-V基金会成员——他自称曾在《Nature》发表研究，准确率超过Google DeepMind。他表示NVIDIA曾邀请他领导一个AI团队；他婉拒了，选择独立交易。

He is not your typical retail stock picker. His background in AI and semiconductor supply chains gives him an analytical edge that most retail investors — and even many professional analysts — simply don't have access to. 他不是典型的散户选股者。他在AI和半导体供应链方面的背景，赋予他大多数散户——甚至许多专业分析师——都难以获得的分析优势。

The Redemption Arc 🍥逆袭故事 🍥

His story is one of the most unusual in retail investing circles — a classic underdog arc.他的故事是散户投资圈中最不寻常的之一——一个典型的逆袭弧线。

Undeterred, he migrated to X and rebuilt from zero. His growth tells the story better than words:他没有气馁，转战X并从零重建。他的成长轨迹比任何言语都更能说明问题：

How He Thinks: The Chokepoint Theory他的思路：咽喉点理论

Serenity doesn't buy the obvious names — no NVIDIA, no Apple, no Microsoft. His method rests on one core idea:Serenity不买显而易见的名字——不买NVIDIA、苹果或微软。他的方法基于一个核心理念：

His favourite analogy: just as ~20% of global oil passes through the Strait of Hormuz, he argues $AXTI controls a similarly critical chokepoint for AI photonics — the indium phosphide substrate the whole system depends on. By the time institutions rotate in, early investors have often already made 3x–10x.他最喜欢的类比：正如全球约20%的石油经过霍尔木兹海峡，他认为$AXTI控制着AI光子学同样关键的咽喉点——整个系统依赖的磷化铟衬底。等机构资金轮动进场时，早期投资者往往已赚了3到10倍。

Documented Track Record公开记录的战绩

Stock股票	The Call观点	Outcome结果
$AXTI	Early thesis ~$12 on Reddit (2022). Banned for it.2022年Reddit上约$12的早期论点，因此被封。	$12 → $141 (+1,075%)
$RPI	Called AI hoarding demand when analysts said +14% growth.在分析师预期+14%增长时，看准AI囤货需求。	+44.76% in a day; +58% vs 14%单日+44.76%；实际+58% vs 14%
$NBIS	Long entry ~1 year ago. "The AWS of the neocloud boom."约一年前建仓。"新云时代的AWS"。	~3× since entry自建仓约3倍
$AAOI	Early photonics/transceiver call. Bought ~$84.早期光子学/收发器观点，约$84买入。	+440% YTD
Portfolio (peak)组合（峰值）	Concentrated AI supply chain / photonics thesis.集中的AI供应链/光子学策略。	+4,502% (2026 peak)

* Past performance does not guarantee future results. Returns are self-reported. Not all positions are winners — he has had significant drawdowns.* 过往表现不代表未来结果。回报为自我申报。并非所有仓位都盈利——他也经历过重大回撤。

What He's Watching Now他目前在关注什么

Based on his most recent posts, here are the names he's focused on, from highest to lowest conviction:根据他最近的帖子，以下是他关注的标的，按信心从高到低排列：